According to IDC data cited by Reuters and TechNode, Nvidia's share of AI chips for data centers in China fell to 34% in the first half of 2026, with the company shipping 678,000 chips, down 44% from a year earlier. Huawei was the biggest beneficiary, shipping 572,000 chips, up sharply from more than 300,000 a year earlier, and holding a 28% share. The article attributes the shift to tightening U.S. export restrictions on advanced chips, which pushed Chinese data centers to move orders to domestic suppliers. The top five domestic chip designers now account for 47% of AI chip consumption in China, surpassing Nvidia. For Vietnam, the article notes that as Chinese software is optimized for Huawei and Alibaba chips, technical leaders will need to weigh software compatibility to avoid being caught between the two diverging technology standards.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Mỹ cấm chip, Huawei hưởng lợi: Nvidia còn 34% thị trường Trung Quốc
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NVDAsemiconductorsChinaexports
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NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/16/2026 | 214.14 |
| Change that session | -1.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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