IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition (Reuters)
Nvidia’s China AI-chip position weakened sharply in the first half.
IDC estimated Nvidia shipped 678,000 AI chips in China in H1 2026, down 44% from a year earlier. Its market share fell to 34%. The note ties the decline to U.S. export curbs and stronger domestic competition. Techmeme's note
IDC estimated Nvidia shipped 678,000 AI chips in China in H1 2026, down 44% from a year earlier. Its market share fell to 34%. The note ties the decline to U.S. export curbs and stronger domestic competition. Techmeme's note
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