Nvidia’s China AI Chip Share Plunges to Zero as Taiwan Growth Forecasts 9.64%
NVDA•Nvidia’s China AI chip share plunged from 95% to zero under U.S. export controls, and Jensen Huang values China’s AI market at $50 billion. Taiwan’s GDP is forecast to grow 9.64% in 2026 on surging AI demand, while Samsung unveiled a next-gen AI memory chip that may relieve Nvidia’s supply constraints.
1. Diverging China Strategy and Market Share Loss
Jensen Huang’s high-profile Beijing visit drew large crowds as he showcased Nvidia’s AI ambitions, while AMD’s Lisa Su maintained a low-key approach. Nvidia’s China AI chip share plunged from 95% to zero due to U.S. export controls, and Huang now values China’s AI chip market at $50 billion, with AMD holding just 4%.
2. Taiwan’s AI-Driven Growth Boosts Supply Chain
Taiwan’s GDP is projected to grow 9.64% in 2026, the fastest pace since 2010, driven by robust demand for AI-related technologies. This surge supports TSMC’s capacity expansion, underpinning Nvidia’s GPU production roadmap, as first-quarter growth of 14.55% signals sustained foundry availability.
3. Samsung Unveils Next-Gen AI Memory Chip
Samsung launched a next-generation AI memory chip that ramps up competition with Micron, offering enhanced bandwidth for large-scale AI workloads. The development could alleviate Nvidia’s memory supply constraints, improving cost efficiency and performance for future GPU accelerator deployments.
