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▶ 10:11 · Semiconductors · ASML pricing power tested as AI demand drives EUV equipment shortage
episode briefing
The Information

NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate

2026-07-17 · 3 company · 6 thematic
sentiment
1 bull0 bear2 neu
speakers
jing yang

Leads The Information's Asia coverage, interviews reporters on major Chinese tech trends.

aaron holmes

Covers Microsoft for The Information, reporting on Microsoft's AI chip strategy, cloud infrastructure, and semiconductor supply chain dynamics.

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