Update $DUSK / NVIDIA ⚠️

NVIDIA is facing a major collapse in $ARPA sales in China. Its market share is expected to drop from 66% to only 8% by 2026.

Key factors:

U.S. export restrictions on advanced chips

Rapid growth of local competitors such as Huawei, Cambricon, and Moore Threads

Local suppliers are now able to meet about 80% of demand

This shift poses a significant challenge for NVIDIA in one of its largest markets, highlighting the accelerating competitiveness of the semiconductor industry in China.

#FHE #NVIDIA #ARPA #ChinaTech #Semiconductors

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