Chinese AI semiconductor accelerates "divest from Nvidia"

China’s artificial intelligence (AI) semiconductor companies are rapidly growing. Emerging companies like Moore Threads are accelerating product development, and the government is strengthening support policies to achieve “self-reliance and self-improvement.” Predictions suggest that China’s domestic semiconductor self-sufficiency rate, which is currently at 30% in 2024, will rise to 80% by 2026. The goal is to enhance competitiveness in high-tech fields and counterbalance the United States.

In mid-December 2025, Zhang Jianzhong, chairman and CEO of Moore Threads, emphasized at a developer conference held in Beijing that the new generation of products can already meet the needs of domestic developers, and there will be no need to wait for advanced foreign products in the future.

Zhang Jianzhong previously served as vice president at NVIDIA in the United States and founded Moore Threads in 2020. In early December 2025, Moore Threads conducted its initial public offering (IPO) on the STAR Market of the Shanghai Stock Exchange, with a total market value exceeding 60 trillion yen at one point, drawing significant attention.

To continue reading, please click here to enter the Nikkei Chinese website.

Nikkei Inc. and the Financial Times merged in November 2015 to form the same media group. An alliance formed by two newspapers from Japan and the UK, both founded in the 19th century, is advancing collaboration in a wide range of areas under the banner of “high-quality, the strongest economic journalism.” As part of this, the Chinese websites of the two newspapers have achieved article exchange.