Nvidia's share of China's AI chip market fell to 34%.
Research firm IDC says Nvidia shipped 678,000 AI chips in China in the first half of 2026. That is 44% fewer than a year earlier, according to a Reuters report on 13 October. Huawei shipped 572,000 and now holds 28% of the market.
Why it mattersUS export limits and Beijing's push for home-grown chips are both squeezing Nvidia. Nine of the eleven Chinese chipmakers IDC tracks shipped more than a year ago.
Read in the app — free, in 9 languages
Related stories
The IMF named an AI share crash as a top risk to global stability.2026-10-13Character.AI filed for bankruptcy and Disney bid $20 million.
2026-10-13Epic Games told a team to stop writing code by hand.
2026-10-13Anthropic says it cut the copying of Claude's reasoning by 90%.
2026-10-13Microsoft says its own chips will become the main engine for its AI.
2026-10-12