Asia Tech News Digest - July 19, 2026

#	Source	Title	Summary	Topics	Link
1	DigiTimes	The AI investment race is building its own bust, BIS paper warns	The competitive race to dominate artificial intelligence is driving technology giants to over-build computing capacity by roughly half again more than is economically efficient — and the same contest, financed with debt and circular equity ties, is quietly manufacturing the conditions for a sector-wide bust. That is th	AI	Read
2	DigiTimes	ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's	High-NA EUV lithography is becoming the semiconductor equipment industry's next major battleground as demand rises for more advanced chips used in artificial intelligence, high-performance computing, and mobile devices. Trumpf, a key supplier to ASML, says higher laser power, faster tool output, and closer coordination	SemiconductorAI	Read
3	TechAsia	Alibaba launches Meoo Team for enterprise AI	Meoo Team helps manage identities, procurement, permissions, and shared team assets for enterprises.	AI	Read
4	TechAsia	Oracle credit risk climbs as AI spending grows	Oracle plans about US$50 billion in capital spending on data centres in fiscal 2026.	AI	Read
5	DigiTimes	Dutch report frames Chinese interference in chips, ports and aerospace as a systemic threat	Chinese foreign interference in the Netherlands' strategic industries should be treated as a systemic, long-term threat rather than a series of isolated incidents, according to "Beyond Borders," a report published under the China Knowledge Network (CKN) and written by analysts at the Hague Centre for Strategic Studies	Semiconductor	Read

The AI investment race is building its own bust, BIS paper warns

Asia Tech News Digest - July 19, 2026