Business
China’s Reported DUV Breakthrough Rattles AI Trade | The China Show | 7/28/2026
“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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China must provide “transparency” on its massive military buildup, warns Australian Foreign Affairs chief Penny Wong.
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As questions swirl over AI financing, Nvidia CEO Jensen Huang tells Ed Ludlow how the company’s $500B+ partnership with SK Group works—and why he says the two companies will do more than half a trillion dollars of business together https://bloom.bg/4wtvVfk
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From UN Headquarters, Bloomberg’s Haslinda Amin and Romaine Bostick wrap up a special town hall with candidates seeking to become the next UN Secretary-General.
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Dan Ives, partner and senior managing director at Yorkville Ives & Co., talks about the recent rout in AI and semiconductor stocks, the new AI models coming out of China and his new role. He speaks on “Bloomberg Surveillance.”
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The Liverpool Football Club is trying to expand its fan base in the US and is here again for a summer tour. CEO Billy Hogan says the World Cup has been great for football. He speaks to Dani Burger on “Bloomberg Open Interest” about trying to attract new star players and growing the sport in the US.
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