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)

Key sources

1. SOURCE@zijing_wu · Oct 13, 8:03 AM · “more than 1m gaming and workstation chips were repurposed for AI works this year, as demand far exceeds supply” · x.com
2. SOURCEhuggingnews · huggingnews.com
3. SOURCEOct 13, 12:40 PM · marketbrief.now
4. SOURCE@techmeme · Oct 13, 11:45 AM · “Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026” · x.com
5. SUPPORT@mark_k · Oct 13, 3:16 PM · “Huawei shipped 572,000 and reached 28%” · x.com
6. SOURCEhuggingnews · huggingnews.com
7. SOURCEOct 13, 3:38 PM · marketbrief.now
8. SOURCEOct 13, 4:50 PM · techmeme.com