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Nvidia’s China AI-chip share falls to 34% as Huawei reaches 28%
Nvidia's share of China's AI accelerator market dropped to 34% in H1 2026 due to US export restrictions, while Huawei's share rose to 28%. Nvidia shipped 678,000 units, a 44% decline, whereas Huawei delivered 572,000 units, up from over 300,000. Other Chinese suppliers also increased shipments, indicating a growing domestic market amidst export challenges.
Key points
- Nvidia's market share declined due to US export restrictions limiting supplies.
- Nvidia shipped 678,000 AI accelerators in H1 2026, down 44% year-over-year.
- Huawei's market share increased to 28% after shipping 572,000 accelerators.
- Chinese suppliers, including Alibaba's T-Head (7%) and others, saw increases in shipments.
- Nine out of eleven tracked Chinese suppliers expanded shipments in the same timeframe.
Why it matters
- The decline of Nvidia's market share highlights the impact of US-China tensions in the semiconductor market.
- Domestic chip production in China is accelerating in response to foreign restrictions.
- The 2025 IT trends emphasize the growth of AI technologies and the significance of AI accelerators.
The shift in market share reflects the increasing prowess of Chinese chipmakers while underscoring the broader implications of US export policies on global tech landscapes.