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China's AI Chip Market Soars to 41% Amid U.S. Sanctions

4/2/2026

Summary

Story summary

China-based semiconductor firms captured 41% of the AI server market in 2025, shipping 1.65 million AI GPUs, as the Chinese government pushes domestic chip adoption amid U.S. export controls.
NVIDIA Corporation remained the market leader with a 55% share, down from 95% before U.S. sanctions.
Huawei Technologies Co., Ltd. shipped around 812,000 AI chips.
Alibaba Group's T-Head and Advanced Micro Devices, Inc. (AMD) followed with 256,000 and 160,000 units, respectively.

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Story summary

China-based semiconductor firms captured 41% of the AI server market in 2025, shipping 1.65 million AI GPUs, as the Chinese government pushes domestic chip adoption amid U.S. export controls.
NVIDIA Corporation remained the market leader with a 55% share, down from 95% before U.S. sanctions.
Huawei Technologies Co., Ltd. shipped around 812,000 AI chips.
Alibaba Group's T-Head and Advanced Micro Devices, Inc. (AMD) followed with 256,000 and 160,000 units, respectively.