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Huawei says Ascend tops Nvidia in China as demand gap remains

What happened

Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met. He added that Huawei has no plan to broadly expand overseas at this stage, according to reports from Ijiwei, Sina Finance, and other sources. The source does not state the cause.

Impact and signal

Medium impactImpact score: 30/100

Affected components and suppliers

Ascend AI chips

Huawei Nvidia

market_shareAI_chipsdomestic_demandoverseas_expansion

Source and time

Source: DigiTimes Asia · 10/7/2026 · View original source

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Huawei says Ascend tops Nvidia in China as demand gap remains

What happened

Impact and signal

Affected components and suppliers

Source and time

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