China’s leading AI chip firm has posted nearly 2000% revenue growth, while the high-end computing power supply sector is facing a full-chain shortage.

Beating AI News Flash: In August this year, leading Chinese AI chip companies released their semi-annual reports in succession. Last Friday, Biren Technology issued its financial report, reporting nearly 20-fold revenue growth. In addition, top players including Cambricon and Moore Threads also posted significant revenue increases. Behind the robust performance lies a severe shortage of high-end computing power. Currently, the high-end computing power supply chain faces a full-chain crunch, with some firms’ orders booked as far as three years ahead. This is a microcosm of the current booming high-end computing power market. Not only are downstream intelligent computing center resources in short supply, but orders in the midstream system integration segment are also being released intensively. According to industry research, domestic AI chip demand is projected to reach around 4 million units in 2026, while actual deliveries will total roughly 3 million units, leaving a production capacity gap of 1 million units. The industry widely believes that domestic chips are in a strong upward cycle in the high-end AI chip sector. Recently, multiple domestic chip firms have disclosed financial reports, with data showing a collective explosive growth trend.