Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like Huawei increased their market presence significantly during this period. The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.
Key Takeaways
- Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions.
- Domestic competitors like Huawei increased their market presence significantly during this period.
- The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like Huawei increased their market presence significantly during this period. The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.
Original Publisher Attribution
This summary was curated from Economic Times.