📰 ET Markets 🔴 BEARISH 🕒 13 Oct 2026, 01:20 PM IST

Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground

⚡ Instant Key Takeaways (TL;DR)

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Core Development: Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground

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Market & Financial Impact: Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like Huawei increased their market presence significantly during this period. The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.

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Actionable Insight: 🔴 Bearish Risk: Regulatory scrutiny, profit decline, or sell-off risk may create near-term volatility.

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Official Publisher Attribution: This report is aggregated from Economic Times. ZeroLive provides live aggregation, automated sentiment synthesis, and exchange disclosure monitoring for retail market participants.

Read Original Full Coverage on Economic Times ↗

Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground

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