【AI+ Chips】Domestic Chips Make a Major Comeback! China's AI GPU Market Share Reaches 41%, Huawei Becomes the Biggest Winner, NVIDIA Drops to 55%

SocialAnxietyStaker · 2026-04-02T09:24:59+00:00

Benefiting from China's active promotion of domestic chips, mainland semiconductor companies saw a significant increase in market share in China's AI GPU market last year, reaching 41%. At the same time, US chip giant Nvidia (NASDAQ: NVDA) saw its market share drop to 55%, marking the largest decline since the US implemented export controls.Before the US chip sanctions, Nvidia held an absolute dominant position in the Chinese market, with a market share of about 95%. After the sanctions, its market share shrank significantly, with an estimated shipment volume of about 2.2 million units in 2025.In contrast, under strong subsidies and support from the Chinese government, mainland semiconductor companies delivered a total of 1.65 million AI GPUs last year, with total shipments reaching 4 million units.Among Chinese semiconductor companies, Huawei became the biggest winner, with AI GPU shipments reaching 812,000 units and a market share close to 20%. Alibaba (09988)旗下平头哥则

SocialAnxietyStaker

2026-04-02 09:24:59

Benefiting from China’s proactive push to use domestically produced chips, last year, mainland semiconductor companies’ market share in China’s AI GPU market rose significantly to 41%. At the same time, U.S. chip giant Nvidia’s (U.S.: NVDA) market share fell to 55%, marking the largest drop since the U.S. implemented export controls.

Before the U.S. chip sanctions were put in place, Nvidia originally held an absolute dominant position in the China market, with a market share of about 95%. After the sanctions, its market share shrank sharply; in 2025, its shipment volume was approximately 2.2 million units.

In contrast, supported by substantial subsidies from the Chinese government, mainland semiconductor companies delivered a total of 1.65 million AI GPUs last year, bringing total shipment volume to 4 million units.

Among China’s semiconductor companies, Huawei became the biggest winner, with AI GPU shipments of 812,000 units and a market share close to 20%; Alibaba (09988) under its unit T-Head ranked third with shipment volume of 256,000 units.

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