On September 18, a buzz erupted in the tech world with reports that Dutch semiconductor equipment giant ASML stands to gain significantly from a strategic partnership brewing between NVIDIA and Intel. The two tech behemoths are teaming up to innovate in the data center and personal computing realms. Jan Frederik Slijkerman, an analyst at ING Group, highlighted Intel's longstanding patronage of ASML's lithography machines—a linchpin in semiconductor manufacturing. The market reacted swiftly to NVIDIA's revelation of a hefty $5 billion investment in Intel, sending ASML's shares soaring by nearly 8%. Slijkerman interpreted this as a clear signal from investors: they foresee a spike in demand for lithography equipment, essential for crafting the intricate circuits that power our digital age.