Revenue of Top Domestic AI Chip Firms Soars by Nearly 2000%
19 hour ago / Read about 0 minute
Author:小编   

In August, prominent domestic AI chip companies, including Biren Technology, Cambricon, and Moore Threads, sequentially unveiled their semi-annual financial results. All reported substantial revenue growth, with Biren Technology witnessing a nearly 20-fold surge in its revenue. This remarkable performance upswing is mainly attributed to the soaring demand for high-end computing power, which far exceeds the available supply. Presently, the entire supply chain for high-end computing power is grappling with a shortage. Some companies have their orders already booked for the next three years, and there is also a massive influx of orders for midstream system integration. Projections indicate that by 2026, the demand for domestic AI chips will soar to approximately 4 million units, whereas the actual delivery volume will hover around 3 million units, creating a production capacity gap in the millions. Industry experts opine that domestic high-end AI chips are currently in a phase of rapid development.