China AI Digest (Jul 5, 2026)

Three podcasts, one turn: AI goes physical — bodies, fingertips, and the silicon feeding both. ChinaTalk asks why the West keeps underestimating Unitree, running the DJI/BYD playbook with sixteen-thousand-dollar humanoids and self-made actuators — you can't AI your way out of a hardware problem. What's Next meets Yimu founder Eric Li, whose optical-touch fingertips took a factory robot from 100 seconds per task to 15 — twice human speed — in four months. And AI Weekly Talk opens its memory series with SK Hynix: the twice-nearly-dead cyclical that HBM turned into the throat of AI.