- The reported figures cover the first half of 2026 and data-center AI accelerators, not China’s entire semiconductor market.
The reported shipment picture
TechNode’s October 14 account of an IDC report seen by Reuters puts Nvidia’s share at 34% and Huawei’s at 28%. It reports 678,000 Nvidia accelerators shipped in China during January–June, a 44% year-on-year decline, compared with 572,000 for Huawei.
Scope of the comparison
The same account places Alibaba’s T-Head at 7%, Cambricon at 5%, Kunlunxin at 4% and Hygon at 3% of shipments. These are period-specific shipment figures, not revenue shares or a measure of model performance. China AI Wire has not obtained IDC’s full underlying dataset.
Sources & context
Go to the original material. Company claims remain attributed to their sources.
01Nvidia’s China AI-chip share falls to 34% as Huawei reaches 28% · TechNode ↗TechNode report dated October 14, 2026, citing Reuters and IDC. The Reuters dispatch is datelined October 13. Figures describe first-half 2026 accelerator shipments; the underlying IDC dataset was not independently audited.
Last updated October 14, 2026.Spotted an issue? Let us know ↗
