IDC: Nvidia's China AI chip shipments fell 44% to 678K in H1, share at 34%

Tuesday, October 13, 2026

1. 01:10

   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 ↗
2. 01:10

   Finimize

   finimize.com/content/nvidia-loses-ground-in-chinas-ai-chip-market ↗
3. 03:40

   Coinpedia Fintech News

   coinpedia.org/crypto-live-news/nvidia-stock-price-today-china-ai-chip-share-falls-to-34-as-huawei-closes-in/ ↗
4. 04:40

   Reuters

   IDC: China's Q3 smartphone shipments fell 15.4% YoY to 57.9M units, the sixth straight quarter of decline; Huawei led with a 21% share and Apple had 17.8% ↗
5. 04:40

   Counterpoint Research

   Global smartphone shipments fell 20% YoY in Q3 to a 14-year low amid memory shortages; Apple's share crossed 20% for the first time in any Q3, reaching 22% ↗
6. 04:40

   The Economic Times

   economictimes.indiatimes.com/markets/us-stocks/news/nvidias-share-of-china-ai-chip-market-falls-to-34-as-huawei-gains-ground/articleshow/134911589.cms ↗
7. 04:40

   Hindustan Times

   hindustantimes.com/business/smart-phone-market-hits-14-year-low-india-braces-for-a-20-shipment-plunge-apple-samsung-oppo-vivo-xiaomi-prices-101791872331439.html ↗
8. 04:40

   SamMobile

   sammobile.com/news/samsung-worlds-biggest-smartphone-brand-q3-2026/ ↗
9. 04:40

   Trak.in

   trak.in/stories/global-smartphone-shipments-at-14-year-low-declines-20-year-on-year-due-to-chip-shortage/ ↗
10. 04:40

    SammyGuru

    sammyguru.com/samsung-tops-smartphone-market-in-q3-2026/ ↗
11. 04:40

    GSMArena.com

    gsmarena.com/samsung_and_apple_were_the_winners_in_a_q3_smartphone_market_that_dropped_20-news-75013.php ↗
12. 04:40

    TechNode

    technode.com/2026/10/13/huawei-grows-as-chinas-smartphone-shipments-fall-15-4-in-third-quarter/ ↗
13. 04:40

    iThinkDifferent

    ithinkdiff.com/iphone-market-share-22-percent-q3-2026-smartphone-shipments-fall/ ↗
14. 04:40

    Techstrong IT

    techstrong.it/featured/global-pc-shipments-plunge-20-as-ai-chip-demand-drives-memory-shortages/ ↗
15. 06:10

    Yahoo Finance

    finance.yahoo.com/markets/stocks/article/elon-musk-just-nailed-it-on-why-chip-stocks-like-micron-and-sandisk-are-being-drilled-on-surprising-news-out-of-china-090447539.html ↗
16. 07:40

    Motley Fool

    fool.com/investing/2026/10/13/broadcom-vs-nvidia-the-ai-revolution-is-big-enough/ ↗
17. 10:10

    China Money Network

    chinamoneynetwork.com/2026/10/13/huawei-gains-ground-in-chinas-ai-chip-market-nvidias-share-falls ↗
18. 10:10

    Dow Jones Newswires

    morningstar.com/news/marketwatch/2026101357/microns-stock-extends-declines-as-china-competition-heats-up ↗
19. 10:10

    China Money Network

    chinamoneynetwork.com/2026/10/13/chinas-struggle-to-reduce-dependency-on-nvidia-amid-ai-chip-shortage ↗
20. 11:10

    Financial Times

    Sources: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic AI workloads amid an AI chip shortage ↗
21. 11:10

    Tom's Hardware

    tomshardware.com/pc-components/gpus/chinese-ai-companies-buy-1-million-nvidia-gpus-in-a-single-year-report-claims-export-control-compliant-chips-flood-the-market-to-bridge-gap-in-compute-demand ↗
22. 11:10

    IGN

    ign.com/articles/nvidia-rtx-5090-reportedly-dead-but-its-so-expensive-that-it-doesnt-really-matter ↗
23. 11:40

    MarketWatch

    marketwatch.com/story/microns-stock-extends-declines-as-china-competition-heats-up-b8ec25f0 ↗
24. 12:06

    TipRanks (relaying IDC via Reuters)Primary

    IDC: Nvidia's China AI chip shipments fell 44% to 678K in H1, share at 34% ↗