Chinese chip suppliers led by Huawei Technologies and Cambricon Technologies, together with tech giants developing their own silicon, are set to capture nearly 80 per cent of the domestic AI server market this year, further squeezing global rivals such as Nvidia, according to TrendForce.Geopolitical tensions continue to erode the position of Nvidia, Advanced Micro Devices and other foreign suppliers, whose combined share of China’s AI server market is forecast to fall to 21 per cent in 2026 from 34 per cent last year, according to the Taipei-based research firm.Domestic chip suppliers, led by Huawei and Cambricon, are expected to increase their market share to 56 per cent in 2026, up from 46 per cent in 2025.
SRCSouth China Morning Post
LANGEN
LEANCenter-Right
WORDS116
ENT8
THU · 2026-06-25 · 07:59 GMTBRIEF NSR-2026-0625-87323
NSR-2026-0625-87323News Report·EN·Technology
Huawei and Cambricon lead China’s AI server chip surge, piling pressure on Nvidia
Chinese AI server chip suppliers, spearheaded by Huawei and Cambricon, are projected to dominate the domestic market, capturing nearly 80% this year. This surge is attributed to geopolitical tensions that are diminishing the market share of foreign competitors like Nvidia and AMD.
Iris DengSouth China Morning PostFiled 2026-06-25 · 07:59 GMTLean · Center-RightRead · 1 min
South China Morning PostFIG 01
Reading time
1min
Word count
116words
Sources cited
1cited
Entities identified
8entities
Quality score
100%
§ 01
Briefing Summary
AI-generatedNEWSAR · AI
Chinese AI server chip suppliers, spearheaded by Huawei and Cambricon, are projected to dominate the domestic market, capturing nearly 80% this year. This surge is attributed to geopolitical tensions that are diminishing the market share of foreign competitors like Nvidia and AMD. These foreign suppliers' combined share is expected to drop to 21% by 2026, down from 34% last year. Conversely, domestic suppliers are anticipated to grow their market share to 56% in 2026, up from 46% in 2025. This trend indicates a significant shift in China's AI server chip landscape, driven by domestic innovation and international political factors.
Confidence 0.85Sources 1Claims 4Entities 8
§ 02
Article analysis
Model · rule-basedFraming
Technology
Economic Impact
Tone
Measured
AI-assessed
CalmNeutralAlarmist
Factuality
0.80 / 1.00
Factual
LowHigh
Sources cited
1
Limited
FewMany
§ 03
Key claims
4 extracted01
Domestic chip suppliers are expected to increase their market share to 56% in 2026, up from 46% in 2025.
statisticTrendForce
Confidence
0.90
02
Foreign suppliers' share of China's AI server market is forecast to fall to 21% in 2026 from 34% last year.
statisticTrendForce
Confidence
0.90
03
Chinese chip suppliers led by Huawei and Cambricon are set to capture nearly 80% of the domestic AI server market this year.
statisticTrendForce
Confidence
0.90
04
Geopolitical tensions continue to erode the position of Nvidia, Advanced Micro Devices and other foreign suppliers.
quoteTrendForce
Confidence
0.80
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Full report
1 min read · 116 words§ 05
Entities
8 identifiedKey playerOppositionContextPositiveNeutralNegative
Organizations5
Locations1
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Keywords & salience
9 termsai server chip
1.00
huawei
0.90
cambricon
0.90
nvidia
0.80
china's ai server market
0.70
market share
0.60
geopolitical tensions
0.50
domestic chip suppliers
0.40
foreign suppliers
0.40
§ 07
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Interactive graph Network visualization showing 51 related topics
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