Chinese chipmakers claiming nearly half of their domestic market while Nvidia’s lead narrows is exactly the kind of story that reshapes expectations slowly, then all at once. It does not mean China has solved every high-end semiconductor bottleneck. It does mean the center of gravity inside its own market is moving in ways that matter. Share is not just a number here. It is … [Read more...] about Chinese Chipmakers Are Taking Share, and the Nvidia Story Is Getting More Complicated