StockDuty Jun 06, 2026 05:39 PM ET
CatalystTech/AI

SEE LEFT FOR PROLIFERATION OF HIGHER END ADAS CHIPS W/ BYD, TESLA, NIO, XPENG & (LI AUTO) ALL RELEASING THEIR OWN CHIPS. NO NEED TO USE NVIDIA & LOWERS COST FOR ADAS PLATFORM.

SEE LEFT FOR PROLIFERATION OF HIGHER END ADAS CHIPS W/ BYD, TESLA, NIO, XPENG & (LI AUTO) ALL RELEASING THEIR OWN CHIPS. NO NEED TO USE NVIDIA & LOWERS COST FOR ADAS PLATFORM. SEE RIGHT FOR PROLIFERATION OF LIDAR & CITY NOA AMONG EVEN SUB 150K MODELS. BYD LEADS THE WAY W/ SEAGULL, SONG PRO, SEA LION 05/06, YUAN+, SEAL 06 & SONG ULTRA. USING NON-NVDA CHIPS + LOW COST LIDAR -> ADVANCED ADAS IN LOW COST EVS — VIA @TPHUANG
BYD, Tesla, NIO, XPeng, and Li Auto releasing proprietary ADAS chips signals industry-wide shift away from Nvidia.
Sources