#Nvidia's China Breakthrough

A report from Reuters indicates that China has approved domestic tech giants, including ByteDance, Alibaba, and Tencent, to purchase Nvidia's H200 system. This development is a critical pivot in Nvidia's relationship with China, a market where the company previously estimated it could lose up to $8 billion due to export restrictions. While the U.S. had authorized these sales earlier, China had been encouraging its domestic firms to seek local alternatives until now.
Bumper Earnings from Industry Leaders
Several semiconductor heavyweights have reported financial results that exceeded market expectations:
• ASML: The Dutch firm reported fourth-quarter earnings and orders that surpassed analyst projections. Driven by the need for its extreme ultraviolet lithography machines to produce advanced chips, the company secured €13.2 billion ($15.8 billion) in bookings.
• SK Hynix: This South Korean memory giant reported record full-year profits for 2025. The company has benefited from an unprecedented rise in prices caused by a major shortage of memory chips essential for data centers and consumer electronics.
• TSMC: The world’s largest contract chipmaker also reported record fourth-quarter profits earlier in the month.
Market Performance and Outlook
The positive sentiment has spread across the entire sector:
• The VanEck Semiconductor ETF (SMH) rose more than 3% in premarket trading.
• European firms such as Infineon and STMicro also saw their stocks move into the green following ASML's results.
• The demand for AI-related chips is forcing manufacturers to expand production, which further benefits equipment providers like ASML.
Would you like more details on the specific financial metrics of these companies or further information on how the China-U.S. trade dynamic is shifting for AI hardware?

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