Biran Technology Reports Nearly 20-Fold Revenue Growth Amid Severe Shortage in Computing Power

Biran Technology has released its financial report, showing nearly 20-fold revenue growth. Companies like Cambricon and Moore Threads have also experienced significant revenue increases. Currently, there is a severe shortage across the entire supply chain for high-end computing power, with some companies' orders already scheduled for delivery three years out. The downstream intelligent computing centers are facing a supply-demand imbalance, and the midstream system integration segment is similarly seeing a surge in orders. Industry research indicates that by 2026, the demand for domestic AI chips is expected to reach approximately 4 million units, while actual deliveries are projected to be around 3 million units, resulting in a capacity gap of over a million units.

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