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By Rodrigo Santos Andrade
China’s Reported DUV Breakthrough Rattles AI Trade | The China Show | 7/28/2026
visibility comment0 event July 28, 2026 timer 03:06
“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:55 – Report says Chinese firm in mass production of DUV lithography machines
00:08:39 – Nvidia deals fuel fresh concerns over circular AI spending
00:14:32 – Societe Generale’s Frank Benzimra on fresh volatility in Asia’s AI trade
00:31:49 – Little Tech Association’s Harry Godfrey defends open-weight AI models
00:43:24 – DeepSeek’s Liang Wenfeng emerges as a major winner of CXMT’s blockbuster IPO
00:49:42 – Assessing the scale of China’s reported DUV production capacity
00:59:24 – Triada Capital’s Monica Hsiao on AI credit risks and hyperscaler spending
01:13:04 – What China’s reported DUV breakthrough could mean for ASML
01:16:18 – Debt concerns creep in on AI hyperscalers
01:27:06 – Little Tech Association’s Harry Godfrey on the risks of blanket bans on open-weight AI models
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