Huawei cuts Nvidia's China AI chip market lead to six percentage points

First reported by DigiTimes at · Updated · 2 sources

Huawei shipped 572,000 Ascend chips in the first half of 2026, taking 28% of China's AI accelerator market, DigiTimes reports, citing IDC. Nvidia's lead was 31 percentage points a year earlier. Separately, the South China Morning Post reports that Huawei's deepening relationship with DeepSeek is helping it close the hardware and software ecosystem gap.

  • DigiTimes reports that Huang has warned about losing China's $50 billion AI chip market.

Covered by 2 publishers within 10 hours of the first report.

Reporting2

DigiTimes Charts: Nvidia's China AI chip lead shrinks 80% as Huawei closes in · Levi Li
South China Morning Post ‘Jensen’s nightmare’: Huawei, DeepSeek narrow AI chip ecosystem gap with Nvidia: report · Ann Cao

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Topics DeepSeekHuaweiNvidia