Nvidia's China AI-chip market share drops to 34% in first half 2026 as US export curbs bite; Huawei surges to 28% with 572,000 units shipped, up from 300,000 year prior

Nvidia's China AI-chip share falls as Huawei closes gap, report finds

Nvidia logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tabSummaryCompaniesNvidia's China shipments fell 44% to 678,000 AI chips in the first halfHuawei 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 policyNon-GPU chips surpassed GPUs by volume as Chinese suppliers expanded salesBEIJING, Oct 13 (Reuters) - Nvidia's (...