Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks - reuters.com

Chinese chipmakers have captured nearly half of China's domestic semiconductor market, shrinking Nvidia's dominant position in the world's second-largest chip market. This shift reflects Beijing's multi-year push for technological self-sufficiency and reduced reliance on American semiconductor technology, particularly as U.S. export controls have tightened on advanced chips to China. Nvidia's erosion of market share underscores the effectiveness of domestic alternatives and suggests Chinese companies are gaining competitiveness in core processor designs. The trend has major implications for U.S. chipmakers' revenue from the Chinese market and for ongoing U.S.-China technology competition. Chinese firms like Huawei and state-backed designers have invested heavily in developing chips for data centers, artificial intelligence, and consumer applications to circumvent American sanctions.