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IDC Reports Nvidia China AI Chip Shipments Fell 44% in First Half of 2026
Nvidia’s share of China’s data-center AI chip market dropped to 34% in H1 2026 due to export curbs and local rivals, according to IDC data.
Everything Threat Times has reported about IDC: 4 stories, newest first. Part of our Tech News coverage.

Nvidia’s share of China’s data-center AI chip market dropped to 34% in H1 2026 due to export curbs and local rivals, according to IDC data.

IDC data shows a 15.8 million unit decline as AI demand drains memory supply, pushing prices up and delaying recovery until 2028.

Shenzhen-based DJI holds 73 percent share while Insta360 captures 20 percent, leaving GoPro with just 3 percent of the global market.

Higher prices and supply constraints drove a sharp quarterly decline, with major vendors seeing double-digit drops.