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 -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts