Chinese AI semiconductor accelerates "divest from Nvidia"

China’s 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-strengthening.” Some forecasts say 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 take on the United States.

In mid-December 2025, Zhang Jianzhong, Chairman and CEO of Moore Threads, emphasized at a developer conference in Beijing that the next-generation products can already meet the needs of domestic developers, and that going forward there will be no need to wait for advanced products from abroad.

Zhang Jianzhong previously served as a vice president at NVIDIA in the United States, and founded Moore Threads in 2020. In early December 2025, Moore Threads carried out its initial public offering (IPO) on the Shanghai Stock Exchange’s STAR Market, and its total market value at one point exceeded 6 trillion yen, drawing widespread attention in a single move.

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Nikkei Inc. and the Financial Times merged into the same media group in November 2015. The alliance formed by two newspapers—both founded in the 19th century, one in Japan and one in the UK—is moving forward with “high-quality, the strongest economic journalism” as its banner, advancing broad-ranging cooperation such as joint special features. This time, as part of that effort, the Chinese-language websites of the two newspapers are exchanging articles with each other.