Chinese AI semiconductors accelerate "divest from Nvidia"

SelfStaking · 2026-03-11T09:16:15+00:00

Chinese AI semiconductor companies are rapidly developing, with companies like Moore Thread actively entering the market to increase domestic self-sufficiency, aiming to reach 80% by 2026. Zhang Jianzhong emphasized that new products can meet the needs of local developers and reduce reliance on foreign sources.

SelfStaking

2026-03-11 09:16:15

Abstract generation in progress

Chinese AI semiconductor companies are growing rapidly. Emerging companies like Moore Threads Intelligent Technology are accelerating product development, and the government is strengthening support policies to achieve “self-reliance and self-strengthening.” Some forecasts predict 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 counter the United States.

In mid-December 2025, Zhang Jianzhong, Chairman and CEO of Moore Threads, 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 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 6 trillion yen, attracting widespread attention.

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