Chinese AI semiconductors accelerate "divest from Nvidia"

Chinese AI semiconductor companies are growing rapidly. Emerging companies like Moore Thread Intelligent Technology are accelerating product development, and the government is strengthening support policies to achieve “self-reliance and self-strengthening.” It is predicted that China’s domestic semiconductor self-sufficiency rate will be only 30% in 2024 and will increase to 80% by 2026. The goal is to enhance competitiveness in high-tech fields and compete with the United States.

In mid-December 2025, Zhang Jianzhong, Chairman and CEO of Moore Thread, emphasized at the developer conference in Beijing that the new generation of products can now meet the needs of domestic developers, and there is no longer a need to wait for advanced foreign products.

Zhang Jianzhong previously served as Vice President at NVIDIA in the United States and founded Moore Thread in 2020. In early December 2025, Moore Thread had its initial public offering (IPO) on the STAR Market of the Shanghai Stock Exchange, with a market capitalization exceeding 6 trillion yen, attracting widespread attention.

Click here to continue reading and visit the Nikkei Chinese website.

The Nikkei and the Financial Times merged in November 2015 to form the same media group. The alliance, formed by two newspapers from Japan and the UK founded in the 19th century, promotes collaboration across a wide range of fields under the banner of “high-quality, most powerful economic journalism.” As part of this, articles are exchanged between the Chinese websites of the two newspapers.