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Nvidia's Market Share in China's AI Chip Sector Drops to 34%, Huawei's Rises to 28%
6 day ago /
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Author：小编
According to data from market research firm IDC, in the first half of 2026, Nvidia's market share in China's data center AI chip sector dropped to 34%, while Huawei's rose to 28%. The US restrictions on the export of advanced chips to China continue to impact Nvidia's supply, while Chinese domestic chip manufacturers are accelerating their development by leveraging import substitution policies and expanding market demand, thereby altering the competitive landscape of China's AI computing infrastructure.
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