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Mitsui & Co. releases performance comparison between Nvidia GPUs and Chinese domestic AI semiconductors
Friday, March 27, 2026 at 09:22 AM
A comparative analysis of the performance between Nvidia GPUs and domestically produced AI chips from China has been published by Mitsui & Co.
Context
In late March 2026, Mitsui & Co. through its Global Strategic Studies Institute released a definitive performance comparison between Nvidia GPUs and Chinese domestic AI semiconductors. This report comes as China accelerates its 'self-reliance' strategy following years of U.S. export restrictions. While Nvidia remains the global benchmark for raw power and ecosystem maturity, the study highlights a narrowing gap, with domestic players like Huawei and Biren Technology reaching significant milestones in AI inference and training capabilities.
The comparison is particularly timely given the recent emergence of high-end Chinese processors like the Tianhe-AI, which reportedly utilizes advanced 3nm or 7nm processes to challenge Nvidia’s H100 and Blackwell architectures. Analysts now estimate that Huawei and Nvidia each command roughly 40% of the Chinese AI processor market by value. For investors, this shift signals a structural decoupling of the semiconductor supply chain, where localized manufacturing at firms like SMIC is becoming a viable, albeit constrained, alternative to Western silicon.
Sources (6)
[PDF] SEMICONDUCTOR MEMORY AT A TURNING POINT - MitsuiHow Huawei's dominance hangs over China's AI chip IPO boomChina's AI Chip Race: Tech Giants Challenge Nvidia - IEEE SpectrumHuawei matches Nvidia in China's AI chip market, 2026 power shift in playChina’s New AI Chip Outperforms Nvidia’s Best by 300% — Silicon Valley Is in Panic Mode – M T C NewsNvidia H100 vs. China's AI Chips: The Global AI Hardware Showdown
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