2026 Global GPU Chip Landscape: Domestic AI Accelerators Surge Past 60% Share

2026 GPU market shift

In 2026 AI‑accelerator domesticization exceeded 60 % and Nvidia’s share fell to about 8 %, turning the market from a single‑dominant player to a “one‑super‑many‑strong” structure.

Domestic manufacturers and market share

Huawei Ascend holds 44 % of the market with a full‑stack solution, positioning it as the industry leader.

HaiGuang follows a “CPU+DCU” dual‑core strategy, serving more than 20 sectors such as finance and healthcare and maintaining stable profitability.

Moore Threads develops both data‑center high‑end cards and the MTTS80 gaming GPU, achieving dual‑line revenue and rapid delivery of large‑scale AI clusters.

Biren (BR100) targets the high‑performance ceiling, using 2.5 D chiplet packaging to reach petaflop‑level FP32 performance that exceeds Nvidia A100.

MuXi (C600) integrates training and inference, operates a 100 % domestic supply chain and focuses on government, enterprise and research customers.

JingJiaWei leverages high reliability from its military‑industrial background to win trusted‑innovation and industrial‑control markets.

Process technology and chiplet implementation

All six companies use 7 nm advanced processes and chiplet technologies. Biren’s BR100 employs 2.5 D stacking to deliver petaflop‑class FP32 throughput and FP8 throughput exceeding 1000 TFLOPS, supported by HBM3e high‑bandwidth memory, enabling trillion‑parameter model training and high‑performance computing.

Software ecosystem strategies

Domestic vendors adopt a “compatibility + self‑development” approach:

Moore Threads’ MUSA architecture together with the MUSIFY tool provides one‑click CUDA migration and already supports over 200 k developers and major AI frameworks.

MuXi’s MXMACA achieves more than 95 % CUDA API compatibility, rapidly narrowing the software gap despite an estimated 5–10 year lag behind native CUDA.

Remaining challenges

High‑end trillion‑parameter model training still lags a few generations behind the world’s top performers. Advanced process nodes and high‑end packaging continue to rely on external suppliers, leaving supply‑chain risks unresolved. These obstacles have not halted the progress of domestic GPUs.

Sources: 2026 Global GPU Chip Industry Deep Analysis (https://mp.weixin.qq.com/s?__biz=MzUzMzY1NTkwOQ==∣=2247549083&idx=1&sn=40221cbeb21b147fe8423036d1ff08d7)

Additional references: DeepSeek V4 Inference Cost Panorama – H100 vs Ascend 950PR/910C (https://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650767825&idx=1&sn=ced8c7a82cb4b8fe99e120366d035e34); 8 Domestic AI Chips Complete DeepSeek V4 Adaptation (https://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650767792&idx=1&sn=481a68a7a7c9ec1f7b926ff9273afb58); DeepSeek V4 Forces OpenAI and Others Into Price Competition (https://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650767783&idx=1&sn=3cafb6951a997abbf9467868fe778cd6); DeepSeek V4: Open Source Drops a Bomb, Closed‑Source Giants Panic (https://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650767777&idx=1&sn=0ae3b8f2c99bf8c99da0dabb27a8d4a5); Supernode: Ethernet, InfiniBand, NVLink Protocol Ultimate Showdown (https://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650767509&idx=1&sn=a6a73b9dbbd7bea54ec2ba3d1379ee78); GPU Industry Analysis – Overtaking on the Curve, Survival in the Gap (Domestic) (https://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650768251&idx=1&sn=f5d4b1519ae4641f2b87f1fc709854be); GPU “All‑Life”: Three Dominant Players, Many Followers (International) (https://mp.weixin.qq.com/s?__biz=MzAxNzU3NjcxOA==∣=2650768170&idx=1&sn=32b40c319115e64d5ec7aa77ba97e2ae)