[Some high-end computing power companies’ orders are scheduled to be three years later] August 31st, in August, the semi-annual report of the leading domestic AI chip was released intensively. Last Friday, Biren Technology released its financial report, with revenue increasing nearly 20 times. In addition, leading companies such as Cambrian and Moore Threads have achieved substantial revenue growth. Behind the surge in performance is the shortage of high-end computing power. Currently, the high-end computing power supply side is experiencing a shortage across the entire chain, with orders from some companies already scheduled for three years. This is a microcosm of the current hot high-end computing power market. Not only are downstream intelligent computing center resources in short supply, but orders for midstream system integration are also being released intensively. Several computing power service providers said that the company's orders have maintained rapid growth for two consecutive years. Some companies said that in the past year or so, their customers have increased by about 10 times. In the upstream chip sector, the surge in demand has also driven up both volume and price. According to industry research data, the demand for domestic AI chips in 2026 will be about 4 million units, with actual delivery of about 3 million units, leaving a million-level production capacity gap. The industry generally believes that domestic chips are in a strong upward cycle in high-end AI chips. Recently, many domestic chip companies have disclosed financial reports, and the data shows the characteristics of a collective explosion. (CCTV Finance)