Nvidias China AI-chip share falls as Huawei closes gap, report finds

AI-CHINA/CHIPS-NVIDIA (PIX):Nvidia's China AI-chip share fal * Nvidia's China shipments fell 44% to 678,000 AI chips in the first half * Huawei shipped 572,000 chips, taking 28% of the market to Nvidia's 34% * Trends highlight effect of US export curbs and Beijing's domestic substitution policy * Non-GPU chips

By the Truvace deskOctober 14, 20261 min read1 sourceJournalismTRV-2026-1337· cite & verify

In brief

A report on China's AI-chip market finds that Nvidia's shipments there fell 44% in the first half, to 678,000 chips. Huawei shipped 572,000 chips over the same period, which gave it 28% of the market against Nvidia's 34%.

The figures show how trade restrictions and government policy can change the competitive position of a dominant chip supplier. The supplied text is cut off after the headline points, so it gives no detail on how the data was gathered, on non-GPU chips, or on how the trend might continue.

Main points

Nvidia's China AI-chip shipments fell 44% in the first half, to 678,000 units.
Huawei shipped 572,000 AI chips in the same period.
Nvidia's market share in China stood at 34%, against 28% for Huawei.
The report ties the shift to US export curbs and Beijing's domestic substitution policy.

The problem

Nvidia's AI-chip shipments into China dropped sharply in the first half, leaving it with a 34% share while Huawei reached 28%.

The rundown

The core finding is a gap that has narrowed sharply between the leading foreign supplier and a domestic competitor. Nvidia still ranks first by share at 34%, but Huawei is only six percentage points behind at 28%.

The report attributes the trend to two forces: US export curbs, which limit what Nvidia can sell into China, and Beijing's policy of substituting domestic products for imported ones.

The text ends with a bullet about non-GPU chips that is cut off, so the report's treatment of other chip types cannot be assessed from the supplied material.