$DUSK / NVIDIA Update ⚠️
NVIDIA is facing a major collapse in its $ARPA sales in China. Its market share is expected to drop from 66% to just 8% in 2026.
Key factors:
U.S. export restrictions on advanced chips
Rapid growth of domestic competitors such as Huawei, Cambricon, and Moore Threads
Local suppliers now meeting ~80% of demand
This shift signals a significant challenge for NVIDIA in one of its largest markets and highlights the accelerating competitiveness of China’s semiconductor industry.
#FHE #NVIDIA #ARPA #ChinaTech #Semiconductors
$DUSK
NVIDIA is facing a major collapse in its $ARPA sales in China. Its market share is expected to drop from 66% to just 8% in 2026.
Key factors:
U.S. export restrictions on advanced chips
Rapid growth of domestic competitors such as Huawei, Cambricon, and Moore Threads
Local suppliers now meeting ~80% of demand
This shift signals a significant challenge for NVIDIA in one of its largest markets and highlights the accelerating competitiveness of China’s semiconductor industry.
#FHE #NVIDIA #ARPA #ChinaTech #Semiconductors
$DUSK