NuAxiSemiconductor trade intelligence

Ascend now ahead of Nvidia in China, with domestic supply driving AI chip substitution, says Huawei chairman

What happened

Huawei's rotating chairman Eric Xu stated that Huawei's Ascend AI accelerators have surpassed Nvidia in both sales and market share in China, driven by US export controls accelerating the shift to domestic suppliers.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

Ascend AI acceleratorsAI accelerators

Huawei Nvidia

market-sharesubstitutionexport-controls

Source and time

Source: DigiTimes Asia · 10/1/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the regionTom's Hardware · 5/5/2026
Nvidia market share in China falls to less than 60% — Chinese chip makers deliver 1.65 million AI GPUs as the government pushes data centers to use domestic chipsTom's Hardware · 4/1/2026
Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'Tom's Hardware · 5/3/2026
Supermicro co-founder arrested, charged over $2.5B Nvidia GPU sales to ChinaThe Register · 3/20/2026
Trump-Xi pre-summit watch: H20 setbacks and Ascend gains reshape China's Nvidia calculusDigiTimes Asia · 9/23/2026
Marvell pushes GlobalFoundries to light up wafer productionThe Register · 9/17/2026

Ascend now ahead of Nvidia in China, with domestic supply driving AI chip substitution, says Huawei chairman

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings