Nvidia's China AI Chip Market Share Drops to 34% Amid Export Restrictions
According to IDC data obtained by Reuters, Nvidia’s (NVDA) market share in China for data-center artificial intelligence chips fell to 34% during the first half of 2026. This decline is attributed to U.S. export restrictions that have limited chip supplies and allowed domestic competitors like Huawei to gain traction. The shift reflects growing reliance on homegrown alternatives as geopolitical tensions continue to impact global semiconductor trade dynamics, particularly in China’s AI infrastructure sector. The IDC report highlights the competitive pressure mounting against foreign tech firms operating under tightened U.S. export controls.
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Topics: AI chips China market share Huawei Nvidia U.S. export restrictions