Chinese AI semiconductor accelerates "divest from Nvidia"

China’s artificial intelligence (AI) semiconductor companies are growing rapidly. Emerging companies 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 suggest that China’s domestic semiconductor self-sufficiency rate, at only 30% in 2024, will rise to 80% by 2026. The goal is to enhance competitiveness in high-tech fields and stand up against the United States.

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

Zhang Jianzhong previously served as a 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, and its total market value at one point exceeded 60 trillion yen, drawing widespread attention in a single move.

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