Sourced evidence
Bernstein: NVIDIA China AI-chip share ~40% (2025) to ~8% (2026)
TrendForce (Jul 7, 2026), citing Bernstein via eToday: NVIDIA share of China AI chips down from about 40% last year (2025) to around 8% in 2026; Bernstein predicts Huawei share above 50%. Drivers cited: Beijing guidance to avoid H20, a ~2 trillion yuan five-year data-center plan with at least 80% of core technologies from domestic suppliers, and buyers (e.g., ByteDance) evaluating domestic inference chips. Analyst estimate, not company disclosure. Source extract: "will fall to around 8% in 2026"
- Type
- Research
- Published
- July 7, 2026
- Confidence
- 70/100
- Filed under
- NVIDIA
Cite this
InsightNodes, "Bernstein: NVIDIA China AI-chip share ~40% (2025) to ~8% (2026)" (NVIDIA). Source: TrendForce (citing Bernstein via eToday), July 7, 2026, https://www.trendforce.com/news/?p=60329. https://insightnodes.com/claims/e/nvidia-analyst-bernstein-china-share-path-2026 (accessed October 30, 2026).
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