Reuters reported that Nvidia has dropped to 34% market share in the Chinese AI chip race as Huawei’s foothold continues to strengthen with improved Ascend chipsets. According to the details, Nvidia has sold around 678000 AI chips in the first half of 2026. This is a 44% decline in shipments compared to the same period last year. The details didn’t highlight whether Nvidia’s shares cover B200 and B300 chips or some other products. Huawei’s growth in the Chinese AI chip market is significantly affecting Nvidia share.
A new report suggests that the US chipmaker has slipped to 34% in the first half of this year following export control regulations and competitors’ consistent progress. Reuters reported that Nvidia has dropped to 34% market share in the Chinese AI chip race as Huawei’s foothold continues to strengthen with improved Ascend chipsets. According to the details, Nvidia has sold around 678000 AI chips in the first half of 2026. This is a 44% decline in shipments compared to the same period last year. The details didn’t highlight whether Nvidia’s shares cover B200 and B300 chips or some other products. On the other hand, Huawei has shipped 572000 AI chips.
The figure is smaller than that of Nvidia, yet bigger than what the Chinese OEM sold last year – 300000. As a result, the company sees a rise of 28% in its overall market share in China. Know More: Huawei Ascend AI chips hit 50% market share, surpassing Nvidia in China Chipmakers like Alibaba, Cambricon, Baidu, and more have also appeared on the chipset market share ranking published by IDC. Among the 11 listed companies, nine have shown sales improvements and positive growth.
IDC added that AI chip sales in China will continue to grow by 19% this year even if GPU processor sales fall by 9%. The GPU shipments have already dropped by 26% to 991000 units in the first half of 2026 and may continue to go down by the end of this year.
Culled from https://www.huaweicentral.com/
