Domestic GPU Manufacturer Biren Technology Forecasts Over 18x Revenue Surge in First Half of 2026, Adjusted Loss Narrowed by 35%-47%
Domestic GPU manufacturer Biren Technology forecasts first-half 2026 revenue will reach 1.15 billion to 1.3 billion RMB, a year-on-year increase of over 18 times, with losses expected to narrow.
As a representative enterprise of domestic AI computing chips, Biren Technology has released its performance forecast for the first half of 2026. Data shows its revenue scale will achieve leapfrog growth, jumping from approximately 0.59 billion RMB to the range of 1.15 billion to 1.3 billion RMB, an increase of over 18 times. Meanwhile, the company's loss amplitude is expected to narrow.
The explosive growth in revenue reflects the sustained release of domestic AI computing demand. With the increase in large model training and inference tasks, market dependence on high-performance domestic GPUs has risen. The implementation of Biren Technology's products in specific scenarios may be the core factor driving its significant performance improvement.
This performance is a positive signal for the domestic AI chip industry. It indicates that local computing manufacturers are making breakthroughs in their commercialization process, expected to accelerate the domestic substitution process. However, whether high growth is sustainable and whether it can maintain technological leadership in fierce international competition remain the focus of market attention.
Despite the significant revenue growth, the company remains in a loss state, with an expected loss of approximately 320 million to 400 million RMB during the period. This indicates that AI chip R&D requires continuous high investment. While pursuing scale expansion, enterprises still need to balance R&D investment and profitability to achieve long-term healthy development.
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