honestly it's just a panic sell nothing more, let us speak logically despite the fact that deepseek require lesser money to develop but ultimately they still use NVIDIA's CUDA library for development purpose since they use NVIDIA H100 it seems, the semiconductor industry honestly shouldn't even be affected but just because people like striking news and majority have no idea what they are investing in especially when it comes to bleeding edge tech company, they just selling it out of fear.
on the other hand, there's literally no threat going against NVIDIA as a company, even china's semiconductor is still falling behind, honestly in my opinion, this news shouldn't even affect the market this bad.
Some people have tried it while my registration process is experiencing problems because the demand is currently high. Based on reviews, many people are quite enthusiastic, just like when ChatGPT first appeared. But apart from all that, what I care most about is the competition between China and the US which continues to lead us to the era of who is the most sophisticated. This is clearly a challenge for the US that the Chip they use has been modified by China better.
As the global market responds to DeepSeek, it can be clearly seen that panic occurs so quickly, this price drop is a short-term panic but still the next response when China shows more advantages, the technology market bubble will automatically continue to lean towards China.