Revenue of Leading Domestic AI Chip Companies Soars Nearly 2000%

According to DeepTech TechFlow, on August 31, citing a report from CCTV Finance, domestic AI chip leaders have been releasing their semi-annual reports intensively in August. Last Friday, Biren Technology published its financial report, showing a nearly 20-fold revenue growth. Additionally, leading companies such as Cambrian and Moore Threads also achieved significant revenue increases. Behind the surge in performance is the overwhelming demand for high-end computing power. Currently, the supply chain for high-end computing power is experiencing a full-scale shortage, with some companies' orders already scheduled for delivery three years later. This reflects the booming state of the 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 data, the demand for domestic AI chips is expected to reach approximately 4 million units by 2026, while actual deliveries are estimated at around 3 million units, leaving a production gap of over 1 million units. Industry insiders generally believe that domestic chips are currently in a strong upward cycle in the high-end AI chip sector. Recently, multiple domestic chip companies have disclosed their financial reports, showing a collective explosion in data performance.