Core Viewpoint - Nvidia is facing significant challenges due to semiconductor export restrictions imposed by the U.S. government, leading to a substantial increase in GPU prices as a measure to counteract revenue decline [1][2]. Price Adjustments - Nvidia has raised GPU prices by 10% to 25%, with specific products like the H200 and B200 experiencing a 10% to 15% increase. The RTX5090, a high-end PC graphics card, has seen a price increase of over 25% since the beginning of the year, reaching approximately 20 million KRW [1]. Production Costs - TSMC has begun producing Nvidia's Blackwell chips using a 4nm process in Arizona, where operational costs are about twice as high as in Taiwan. This increase in production costs necessitates a corresponding rise in chip prices [1]. Financial Impact of Export Restrictions - Nvidia is projected to incur a loss of $5.5 billion (approximately 7.7 trillion KRW) in the first quarter due to semiconductor export restrictions, particularly affecting the H20 AI chip sales to China [2]. Market Share and Future Outlook - Nvidia's sales in China reached $17.1 billion (approximately 25 trillion KRW) last year, accounting for 14% of total revenue. The company previously held a 90% market share in China's AI chip market, but this is declining due to tightening U.S. regulations [2]. CEO's Concerns - CEO Jensen Huang expressed concerns about the potential loss of the Chinese market, which could grow to approximately $50 billion (about 69 trillion KRW) in the coming years. He warned that if Nvidia does not supply products to this market, competitors like Huawei may take over [2]. Revenue Projections - For the first quarter of fiscal year 2026 (February to April), Nvidia's revenue is expected to be around $430 million, reflecting a 65% year-over-year growth, but significantly lower than the 262% growth seen the previous year, raising concerns about a slowdown in performance [3].