Nvidia’s chips are in high demand in China due to the artificial intelligence behind ChatGPT-like products and autonomous driving. However, analysts have recently cut their Nvidia price targets after news of the U.S. plans to ban the sale of more high-end semiconductors to China. Nomura analysts have found that the Nvidia Drive AGX Orin chip meets two technical specifications, but is not powerful enough to cross a key performance metric. U.S.-based Kneron is launching alternatives to Nvidia’s products for AI computing, and is working with Apple supplier Foxconn for the development of automotive AI.
