Nvidia의 중국 AI 칩 시장 점유율은 34%로 하락한 반면, Huawei는 28%로 상승했다.

According to an IDC report that Reuters got a look at, Nvidia's share of China's data-center AI chip market dropped to 34% in the first half of 2026. The company shipped 678,000 AI accelerators (specialized chips used to train and run AI models) between January and June, a 44% drop from the same period a year earlier.

Huawei is the clearest winner so far. It shipped 572,000 AI accelerators in the first half, up from just over 300,000 the year before. That put Huawei at 28% market share, only six points behind Nvidia. Nine of the 11 Chinese chipmakers that IDC tracked saw year-on-year growth. Other local names also moved up: Alibaba's T-Head took 7%, Cambricon 5%, Baidu's Kunlunxin 4%, and Hygon 3%.

This shift is not just about one company's numbers. It reflects the combined effect of US restrictions and Beijing's push for technological self-reliance. Chinese companies now need approval before they can import certain compliant Nvidia chips, and the government is actively encouraging them to use domestic alternatives.

Nvidia CEO Jensen Huang has been vocal about the issue, saying the export controls have effectively handed a portion of China's roughly $50 billion AI chip market over to rivals such as Huawei. As of the latest reports, Nvidia had not commented on the IDC figures.

Nvidia remains the largest single supplier by unit volume, but Chinese firms are expanding quickly, particularly in specialized accelerators that sit outside the traditional GPU segment. How much further this goes will depend on export rules and how quickly domestic production scales up.