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US Surpasses China As Nvidia Supplier ASML's Largest Market For Chipmaking Gear In Q4: Stock Rises Over 5% In Wednesday Premarket - NVIDIA (NASDAQ:NVDA), ASML Holding (NASDAQ:ASML)

1. ASML beat Q4 earnings estimates with $9.71 billion revenue. 2. The U.S. is now ASML's top market, surpassing China. 3. ASML expects strong AI-driven growth through 2025. 4. Nvidia relies on ASML for lithography equipment. 5. DeepSeek, a Chinese startup, uses Nvidia chips for AI solutions.

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FAQ

Why Bullish?

ASML's robust performance supports Nvidia’s AI growth potential and demand for GPUs.

How important is it?

ASML's performance directly affects Nvidia’s supply chain and future sales. Strong earnings can increase market confidence in Nvidia.

Why Long Term?

The strong outlook for AI technology suggests ongoing demand for Nvidia products.

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