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Nvidia AI chip shipments in China drop 44% amid export curbs

Nvidia's AI chip shipments to China fell 44% year-over-year to 678,000 units in the first half of 2026. Its market share declined to 34% due to US export restrictions and increased domestic competition.

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Timeline · 1 report

  1. 2026-10-13 04:45 · Techmeme
    IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition (Reuters)

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