詠竹坊

Moore Threads taps China IPO investors as it faces challenges, opportunities

The GPU maker hopes to benefit from China’s drive to develop its domestic chip industry, as it navigates growing obstacles from U.S. sanctions

This article only represents the author's own views.

It may be just five years old, but Moore Threads Technology is already looking to Beijing for more than $1 billion in assistance as tries to become an key Chinese supplier of the graphics processing units (GPU) that are central to powering AI applications. The high-tech chipmaker filed for an IPO on China’s A-share market last week, where it’s almost certain to attract interest from the country’s vast field of state-run investors eager to assist Beijing in the country’s quest for self-sufficiency in key technologies.

Moore Threads is, in many ways, a product of the billions of dollars that China is pumping into such key tech sectors. It was founded at the height of U.S. sanctions against China, the same year that Washington imposed sweeping bans on leading tech firm Huawei. Its founders believe the company could benefit from new opportunities for Chinese companies to sell products like GPUs, which now mostly come from foreign suppliers and are key for development of AI and other sophisticated computing applications.

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