NuAxiSemiconductor trade intelligence

China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

What happened

China's high-end AI chip market is projected to reach nearly 90% domestic share by 2026, with Huawei expected to surpass Nvidia, leaving overseas suppliers with only about 10% of the market.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

AI chipsHigh-end AI chips

Huawei Nvidia AMD

domestic substitutionmarket share

Source and time

Source: DigiTimes Asia · 8/13/2026 · View original source

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China AI chip market nears 90% domestic share in 2026&mdash;Huawei on course to eclipse Nvidia

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings

China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia