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.” One forecast suggests that China’s domestic semiconductor self-sufficiency rate of 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, at a developers conference held in Beijing, Zhang Jianzhong, chairman and chief executive officer (CEO) of Moore Threads, emphasized that the new generation of products can already meet the needs of domestic developers, and going forward there’s no need to wait for advanced products from abroad.

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 an initial public offering (IPO) on the Shanghai Stock Exchange’s STAR Market, with its total market value at one point exceeding 60 trillion yen, drawing widespread attention in a single move.

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The Nihon Keizai Shimbun and the Financial Times merged in November 2015 to become the same media group. An alliance formed by two newspapers—the Japanese and British papers that were both founded in the 19th century—is moving forward with collaboration across a broad range of areas, under the banner of “high-quality, the most powerful business journalism.” This time, as part of that effort, articles are being exchanged between the Chinese websites of the two newspapers.