According to an IDC report, in the first half of 2026, Nvidia's market share in the Chinese data center AI chip market dropped to 34%, with AI accelerator shipments reaching 678000 units, a year-on-year decrease of 44%. Affected by US export controls, Huawei's AI accelerator shipments have increased to 572000 units, accounting for 28% of the market share. Pingtou Ge holds a 7% share, Cambrian holds a 5% share, Kunlun Xin holds a 4% share, and Haiguang Information holds a 3% share. Among the 11 Chinese chip manufacturers tracked by IDC, 9 have seen an increase in shipments compared to a year ago. (Source: Reuters)