NVIDIA在中国AI芯片市场份额降至34%，华为占比28%

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Nvidia AI chip share in China falls as Huawei catches up- Reuters

AuthorAmbar Warrick

Stock Markets

Published Oct 13, 2026, 01:45 AM

Nvidia AI chip share in China falls as Huawei catches up- Reuters

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Nvidia AI chip share in China falls as Huawei catches up- Reuters

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Image 3: © Reuters

In this article:

Investing.com--Nvidia’s share of Chinese artificial intelligence chips fell in the first half of 2026 amid U.S. export controls and advancements by Huawei, Reuters reported on Tuesday, citing a report from IDC.

NVIDIA Corporation (NASDAQ:NVDA) shipped 678,000 AI data center chips in China in the six months to June, down 44% from a year ago, the Reuters report said. This also saw Nvidia’s China market share of AI chips fall to 34%.

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The drop was driven chiefly by Washington continuing to restrict the company from selling its most advanced AI chips to China. Beijing also largely balked at the small pool of chips that Washington did approve, approving limited amounts of local sales.

The decline also comes amid more efforts by Chinese AI chip major Huawei to produce competing AI chips, while other local majors, including Alibaba’s chip-design unit T-head, Cambricon, Baidu;s Kunlunxin and Hygon also producing more advanced chips.

Huawei held the largest share of the AI market among Chinese developers, at 28%, the Reuters report said.

T-Head held a 7% share, Cambricon at 5%, Kunlunxin at 4%, and Hygon at 3%.

Demand for AI chips surged in recent years amid increasing efforts by U.S. and Chinese companies to train and release advanced AI models.

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Nvidia AI chip share in China falls as Huawei catches up- Reuters

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