Huaweihuáwéi华为to surpasschāoyuè超越Nvidiayīngwěidá英伟达to becomechéngwéi成为Chinazhōngguó中国artificial intelligenceAIAIchipxīnpiàn芯片marketshìchǎng市场leaderlǐngdǎo zhě领导者。
June 30, 2026 at 2:47 AM
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Science & TechnologyHuawei Surpasses Nvidia as China AI Chip Market Leader
Nvidia has lost its dominant market position in China. Huawei, leveraging local manufacturing capabilities, has rapidly emerged as the primary supplier for China's AI industry.
Nvidia once held approximately 95 percent of China's AI chip market for three decades, but US export controls have fundamentally shifted the competitive landscape. Huawei and its manufacturing partner Semiconductor Manufacturing International Corporation have successfully developed competitive chip products through independent research and development. Huawei's Ascend chip series aims to produce 1.6 million units this year, meeting demand from Chinese AI companies such as DeepSeek. Huawei chips now demonstrate significant advantages in both performance and cost-effectiveness, gradually displacing Nvidia's market position in China. US export restrictions paradoxically accelerated China's domestic chip industry innovation. Huawei has established itself as China's most competitive homegrown chip manufacturer, leading the industry toward self-sufficiency.
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