Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

by

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

Large hyperscalers are also intensifying their custom silicon programs. Baidu's Kunlunxin unit plans to introduce five AI processors by 2030, and Alibaba is also not giving up on its own silicon efforts. Yet, to a large degree, China's AI industry is limited by SMIC's ability to produce chips on its 7nm-class process technologies in sizable quantities. If the company cannot increase its output substantially in the coming years, then either China's AI sector will fall behind America's dramatically, or it will find a way to obtain high-performance GPUs from Nvidia to keep up.

Follow Tom's Hardware on Google News , or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds.

Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-11/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.

hotaru251 lucky china getting free of nvidia & nvidia gonna suffer loss profit in a major consumer market….its a win-win unless you are nvidia. Reply

Mindstab Thrull My hope is that the success of Chinese-grown chips will force companies like Nvidia to rethink their products and their pricing so that consumers worldwide can get better stuff less expensive. Do I expect it? No but I can certainly hope. Reply

JamesJones44 Chinese media reports is all you need to know. Gov propaganda by the Reds. Reply

DalaiLamar JamesJones44 said: Chinese media reports is all you need to know. Gov propaganda by the Reds. Yes, smuggling brings it back up to 66%, not to mention undercounting. Total annihilation! Reply

Pierce2623 But Chinese companies just placed orders for literally 2M H200 specifically so they can avoid the Chinese parts. Deepseek couldn’t get their new model trained properly on Huawei hardware that uses over twice the power and twice the floor space. Considering Huawei’s ecosystem is miles ahead any other Chinese companies, all they can realistically provide currently is inference power. They still need Nvidia to actually advance their models though. Reply

jwnm JamesJones44 said: Chinese media reports is all you need to know. Gov propaganda by the Reds. Most of the propaganda comes from our own wanting inflated budgets and investments. The chicoms are paper tigers in tech and the military. Plus the corruption is as rampant as the Russians. We see where the Russians are at now. Reply

dynamicreflect They can speak what they want, for you can't check the data, but you can check deepfake:https://preview.redd.it/deepseek-says-its-a-version-of-chatgpt-v0-sqlcun1f2lfe1.jpg?width=1080&crop=smart&auto=webp&s=125f96498c25d601f7095415b38f668c9c09d5bc Reply

Pierce2623 dynamicreflect said: They can speak what they want, for you can't check the data, but you can check deepfake:https://preview.redd.it/deepseek-says-its-a-version-of-chatgpt-v0-sqlcun1f2lfe1.jpg?width=1080&crop=smart&auto=webp&s=125f96498c25d601f7095415b38f668c9c09d5bc Guess their “distillation method” included a bit more of ChatGPT’s code than originally implied, huh? Reply

Key considerations

  • Investor positioning can change fast
  • Volatility remains possible near catalysts
  • Macro rates and liquidity can dominate flows

Reference reading

More on this site

Informational only. No financial advice. Do your own research.

Related posts:

  1. Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame
  2. Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame
  3. Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame
  4. Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

Leave a Comment