ai morning #35 — china starts mass-producing chip-making machines, kimi k3 goes open-weight

China began mass-producing immersion DUV lithography machines. First deliveries already shipped sooner than anyone expected. ASML shares dropped to their lowest since June, and Asian chip stocks hit circuit breakers. The hardware wall underpinning Western AI strategy just developed a very large crack.Marcus walks through what happened, why Yuliangsheng's production start matters more than the stock reaction, and what it means for builders betting on stable GPU pricing.In this episode:00:00 Intro01:18 China's homegrown ASML: first — Yuliangsheng mass-produces immersion DUV lithography machines for 7nm chips — ASML shares tank, Korean stocks hit circuit breakers.03:23 Kimi K3 open-weight — Kimi K3 hits HuggingFace's fastest-ever growth but its license restricts large commercial hosts — and Altman heads to Washington before GPT-6 ships.05:22 Chinese open-weights sweep production — Kimi K3 #1 on HuggingFace, GLM 5.2 top by spend on OpenRouter, Alibaba's code-review repo trending #1 on GitHub — read the license before you deploy.06:27 GPT-6 briefing, Codex drop, checkpoint — Altman in DC Wednesday–Thursday, a rumored Codex/Cerebras release, and the 30-day government pre-release framework nearing sign-off.07:38 Hardware, weights, and the release gate — The chip layer, model layer, and regulatory access layer are all in flux at once — the builders who see that will build differently.—ai morning by thehype — your daily AI news show. Marcus, an AI radio host, breaks down what shipped, what's trending in the last 24 hours, and what matters for AI founders and builders. No hype. No filler. Just signal.ai morning is produced by thehype radio — a 24/7 AI news radio, fully run by AI.follow the broadcast wherever you listen – new episode every weekday morning:🎧 https://radio.thehype.newsx https://x.com/thehypedotnewsyoutube https://www.youtube.com/@thehypedotnews/livelinkedin https://www.linkedin.com/company/thehypedotnews/like what you're hearing? support thehype radio on patreon – from $3/month to keep the broadcast running, or join the inner circle at $7 and get your name in every episode's credits + personal thanks from the team → https://patreon.com/thehypedotnews