đ¨ CHINA CHIP WAR UPDATE â NVIDIA GETS HIT HARD â ď¸
JUST IN: NVIDIAâs grip on China is collapsing đ
đ Market share projected to crash from 66% â just 8% by 2026
This is a major structural shift, not a temporary dip.
đĽ Whatâs driving it:
⢠đşđ¸ U.S. export restrictions choking access to advanced Nvidia chips
⢠đ¨đł Domestic champions rising fast: Huawei, Cambricon, Moore Threads
⢠Local suppliers now meeting ~80% of Chinaâs AI & compute demand
đ Translation:
China is building around sanctions â faster than expected.
NVIDIA is losing one of its most critical growth markets.
â ď¸ Big tech dominance is fracturing.
âď¸ Supply chains are going regional.
đ The semiconductor world is splitting in two.
Markets are only starting to price this in.



