China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia - digitimes

According to a recent DIGITIMES report, China's high-end AI chip market could see nearly 90% domestic market share by 2026, with overseas suppliers like NVIDIA and AMD expected to capture only about 1... Read original →

The Chinese AI chip market is rapidly consolidating under domestic leadership, with Huawei and others reshaping global industry dynamics. Technologically, local firms are advancing in advanced process nodes and AI computing architectures, driving demand for upstream EDA tools, IP cores, and equipment suppliers. Downstream, cloud and edge computing needs are pushing toward chip customization. From a policy standpoint, intensified national support and supply chain security concerns are increasing compliance costs and restricting foreign access, particularly for companies like NVIDIA and AMD. In response, international players may pivot toward localized partnerships or production shifts. Within the next 12 months, breakthroughs in advanced nodes could accelerate market share erosion by Chinese firms, reinforcing a self-sufficient tech ecosystem. This transformation signals a fundamental realignment of global semiconductor influence and AI-era power dynamics.