30 December 2025 | 2:59PM HKT Equity Research China Semis: Moore Thread (688795.SS, NC) visit: Local GPU supplier riding on AI trend; new GPU platform for large-scale computing cluster We visited Moore Thread (688795.SS, Not Covered) management in Beijing recently. Moore Thread is a local GPU supplier with in-house architecture, offering GPU for AI training/ inferencing and gaming. Overall, management is positive on the enhanced performance and computing power of the company's new GPU platform that is relea ...