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Desai Siwei and NVIDIA have a deep cooperation, and they have jointly developed many projects in the fields of intelligent driving, such as Haobo, a subsidiary of Guangzhou Automobile Ai 'an, signed a tripartite strategic cooperation agreement with NVIDIA and Desai Siwei to jointly develop a new generation of integrated cabin driving and even a central computing platform based on NVIDIA's new generation chip Drive Thor. The investigation of NVIDIA this time may lead to its limited business, which will further affect the progress of cooperation projects between the two parties and delay the layout of Desai Siwei in the fields of automatic driving, which is a big negative for Desai Siwei.On the other hand, Junsheng Electronics has close cooperation with domestic smart driving chip makers Horizon and Black Sesame. Junsheng Electronics has become the cornerstone investor of Black Sesame Intelligence, made a second round of investment in Ouye Semiconductor, and signed a contract with Horizon to jointly promote product development in advanced assisted driving and other fields. The anti-monopoly investigation in NVIDIA has changed the competitive landscape of the industry. Junsheng Electronics is expected to gain more opportunities to cooperate with other chip makers, expand its business areas, reduce its dependence on NVIDIA, and enhance its share and competitiveness in the smart driving market.

To sum up, the anti-monopoly investigation in NVIDIA has had a completely different impact on Desai Siwei and Junsheng Electronics. Junsheng Electronics, with its cooperation with domestic chip makers, has ushered in new development opportunities in this incident, which deserves investors' attention.

From the market point of view, the investigation of NVIDIA as an industry giant may cause the market to worry about the whole industry, but the cooperation between Junsheng Electronics and domestic chip makers gives it a unique advantage. If it can seize the opportunity to show better development potential, it is expected to be re-evaluated and favored by the market, further promoting its share price and market value.From the market point of view, the investigation of NVIDIA as an industry giant may cause the market to worry about the whole industry, but the cooperation between Junsheng Electronics and domestic chip makers gives it a unique advantage. If it can seize the opportunity to show better development potential, it is expected to be re-evaluated and favored by the market, further promoting its share price and market value.