In August, the semi-annual reports of leading domestic AI chips were released intensively. Last Friday, Bijiao Technology released financial reports, and revenue increased nearly 20 times. Furthermore, leading companies such as Cambrian and Moore Thread have all achieved significant revenue growth. Behind the sharp increase in performance is a shortage of supply of high-end computing power. Currently, the supply side of high-end computing power is in short supply chain, and some companies' orders have been scheduled until 3 years later. This is a microcosm of the current boom in the high-end computing power market. Not only are downstream intelligent computing center resources in short supply, but orders are also being released intensively in the midstream system integration process. A number of computing power service providers said that the company's orders have been growing rapidly for two consecutive years. Some companies said that in the past year or so, the number of customers has increased about 10 times. In the upstream chip sector, the surge in demand is also driving a sharp rise in volume and price. According to industry research data, the demand for domestic AI chips in 2026 is about 4 million, and the actual delivery of about 3 million units is around 3 million. There is a million-level production capacity gap. The industry generally believes that domestic chips are in a strong upward cycle for high-end AI chips. Recently, a number of domestic chip companies disclosed financial reports, and the data showed the characteristics of a collective explosion.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.