Nvidia sales slip in Chinese AI chip market as Huawei gains lead - Huawei Central

As US-China tech tensions intensify, NVIDIA's sales in China’s AI chip market have significantly declined, with Huawei gaining the upper hand. This shift reflects the deep impact of geopolitical frict... Read original →

U.S. export controls are fracturing China’s AI semiconductor ecosystem at a structural level. NVIDIA’s collapse from 95% to under 10% market share isn’t just a revenue hit—it erodes CUDA’s dominance, accelerating domestic full-stack alternatives. Huawei’s Ascend now integrates training frameworks, compilers, and drivers, compelling SMIC and CXMT to co-develop sub-3nm logic and HBM solutions despite EUV restrictions. Multinationals now face dual R&D burdens: complying with U.S. licensing while rebuilding localized supply chains. As Huawei targets Latin America, NVIDIA may resort to downgraded chips for emerging markets—sacrificing margin to retain footholds. Within 18 months, China’s AI chip self-sufficiency could exceed 60%, cementing a bifurcated global industry: one track driven by China’s mature-node innovation under sanctions, the other by Western advanced packaging and heterogeneous integration.