Chinese AI semiconductor accelerates "divest from Nvidia"

China’s artificial intelligence (AI) semiconductor companies are growing rapidly. Emerging firms such as Moore Threads Intelligent Technology are accelerating product development, and the government is also strengthening support policies to achieve “self-reliance and self-improvement.” Some forecasts say that China’s domestic semiconductor self-sufficiency rate, which is only 30% in 2024, will rise to 80% by 2026. The goal is to enhance competitiveness in high-tech fields and take on the United States.

In mid-December 2025, Zhang Jianzhong, chairman and chief executive officer (CEO) of Moore Threads, emphasized at a developers conference held in Beijing that the company’s next-generation products can already meet the needs of domestic developers, and going forward there will be no need to wait for advanced products from abroad.

Zhang Jianzhong previously served as vice president at U.S. NVIDIA, and founded Moore Threads in 2020. In early December 2025, Moore Threads conducted its initial public offering (IPO) on the Shanghai Stock Exchange’s STAR Market, with its total market value once exceeding 600 billion yen, drawing widespread attention in one fell swoop.

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The Nihon Keizai Shimbun and the Financial Times merged in November 2015 to become the same media group. The alliance formed by two newspaper publishers—both founded in the 19th century, one Japanese and one British—is moving forward with wide-ranging cooperation such as joint special features under the banner of “high-quality, the strongest economic journalism.” This time, as part of that effort, article exchanges have been made between the two companies’ Chinese-language websites.