IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition (Reuters)

Reuters: IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition — Nvidia's (NVDA.O) share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies …

Sources: Nvidia plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026; the chip complies with US export control rules (Qianer Liu/The Information)
Taiwanese prosecutors indict nine people, including Nvidia and Super Micro employees, for allegedly helping illegally export AI servers to China (Reuters)
A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (Zvi Mowshowitz/Don't Worry About the Vase)
Taiwan is seeking to detain three people for forging documents to export Nvidia-powered Super Micro servers to China, Hong Kong, and Macau, breaking US rules (Bloomberg)

Source: Techmeme | 2026-10-13

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