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Home»Business»Moore Threads’ IPO frenzy energises China’s home-grown GPU drive
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Moore Threads’ IPO frenzy energises China’s home-grown GPU drive

EditorBy EditorNovember 28, 2025No Comments4 Mins Read
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Moore Threads’ IPO frenzy energises China’s home-grown GPU drive
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Chinese language onshore investor frenzy for synthetic intelligence chips has intensified, with the preliminary public providing (IPO) of Beijing-based graphics processing unit (GPU) maker Moore Threads drawing greater than 4,000 instances subscription from retail traders this week.

The red-hot demand for Moore Threads highlights China’s willpower to construct home-grown alternate options to Nvidia’s chips, and is anticipated to speed up itemizing plans for different home GPU builders, from MetaX to Biren Know-how.

Cambricon Applied sciences, a Shanghai-listed AI chipmaker, has additionally change into one of the vital sought-after shares within the metropolis, with its share value doubling in 2025.

Do you have got questions concerning the greatest matters and tendencies from around the globe? Get the solutions with SCMP Information, our new platform of curated content material with explainers, FAQs, analyses and infographics dropped at you by our award-winning crew.

Backed by tech giants together with Tencent Holdings and ByteDance, Moore Threads opened lottery-style subscriptions on Monday at an IPO value of 114.28 yuan.

On-line orders from retail traders exceeded the variety of shares on supply by greater than 4,000 instances, leading to a closing allotment fee of simply 0.036 per cent, in line with an organization submitting on Wednesday.

On Shanghai’s Nasdaq-style Star Market, certified institutional traders obtain proportionate allocations, whereas retail traders subscribe by a system akin to a fortunate draw.

Moore Threads raised about 8 billion yuan, valuing the corporate at 53.7 billion yuan. Its debut date has but to be finalised.

Chinese language authorities have been guiding personal capital in the direction of supporting the nation’s drive for technological self-sufficiency, notably in semiconductors. It took Moore Threads simply 88 days from submitting in June to receiving approval, making it one of many quickest IPOs to safe the go forward.

James Zhang Jianzhong, CEO of Moore Threads. The IPO has drawn 4000 instances subscription from retail traders. Photograph: Moore Threads alt=James Zhang Jianzhong, CEO of Moore Threads. The IPO has drawn 4000 instances subscription from retail traders. Photograph: Moore Threads>

Moore Threads was based in 2020 by James Zhang Jianzhong, a former Nvidia vice-president and head of its China operations, who spent 14 years on the US chip big earlier than hanging out on his personal.

Lots of the firm’s early hires additionally got here from Nvidia and Superior Micro Gadgets, giving the start-up on the spot credibility and serving to it appeal to funding from distinguished backers corresponding to Shenzhen Capital Group, Sequoia China, GGV Capital, ByteDance and Tencent.

In whole, it counted almost 90 shareholders forward of the IPO, in line with its prospectus.

Regardless of being added to the US authorities’s Entity Listing – the commerce blacklist that restricts exports of US know-how to particular international corporations deemed a US nationwide safety danger – Moore Threads has rolled out 4 generations of GPU structure: Sudi, Chunxiao, Quyuan and Pinghu.

The corporate reported income of 438.5 million yuan in 2024, representing a compound annual progress fee of greater than 200 per cent over the previous three years, alongside a internet lack of 1.5 billion yuan.

It has but to show a revenue due to heavy analysis and growth spending and stock build-ups. Within the first half of 2025, income rose to 701.8 million yuan, whereas internet losses narrowed to 271 million yuan.

This text initially appeared within the South China Morning Put up (SCMP), essentially the most authoritative voice reporting on China and Asia for greater than a century. For extra SCMP tales, please discover the SCMP app or go to the SCMP’s Fb and Twitter pages. Copyright © 2025 South China Morning Put up Publishers Ltd. All rights reserved.

Copyright (c) 2025. South China Morning Put up Publishers Ltd. All rights reserved.



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