Chinese chipmakers now control 41 percent of China's AI accelerator market

THE DECODER / 4/2/2026

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Key Points

  • An IDC report reported by Reuters says Chinese chipmakers held nearly 41% of China’s AI accelerator server market in 2025.
  • The figures indicate growing domestic influence in China’s AI hardware supply chain as demand for accelerator servers expands.
  • Market share gains for local chip vendors suggest improving competitiveness versus foreign suppliers in performance and deployment.
  • The update serves as an early signal of how AI infrastructure sourcing in China may increasingly shift toward homegrown chips.

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Chinese chipmakers captured nearly 41 percent of China's AI accelerator server market in 2025, according to an IDC report seen by Reuters.

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