Rakesh Kumar says US chip controls backfired as China gains ground

The University of Illinois professor has spent four years warning that export restrictions would push Beijing toward self-sufficiency, and new market data suggests he had a point The professor of electrical and computer engineering at the University of Illinois Urbana-Champaign has spent four years as one of Washington’s most persistent academic critics. His target: the US effort to freeze China’s chip industry in place through export controls. Start with Nvidia . In the first half of 2026, the company’s share of China’s AI accelerator market fell to 34%, a decline of 44% year-over-year. That translates to 678,000 units shipped. Still a big number, but a much smaller slice of a growing pie. Huawei, meanwhile, climbed to a 28% share over the same period, shipping 572,000 AI accelerators in China.

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