⤵️ NVIDIA’s position in China is weakening rapidly.
NVIDIA is experiencing a significant decline in the Chinese market, with its share projected to plummet from 66% to just 8% by 2026. This shift is being driven by stringent U.S. export controls on high-end semiconductors and the rapid technological advancements of domestic competitors such as Huawei, Cambricon, and Moore Threads.
As local manufacturers increase their capabilities, they are now positioned to fulfill approximately 80% of China’s internal demand, drastically diminishing the country's dependence on international chipmakers.
