国产AI芯片市场面临严重供应紧张局面。2026年国产AI芯片需求规模约400万颗，但实际交付仅约300万颗，产生百万级产能缺口1。这一供需失衡推动了芯片企业业绩的集体爆发，其中寒武纪上半年营收59.96亿元，同比增长108.1%1；摩尔线程上半年营收17.36亿元，同比增长147.4%1；壁仞科技上半年营收12.36亿元，同比增长1997.6%1。
芯片性能和稳定性的提升正在改变市场格局。国产芯片企业实现了从能用向好用的跨越，开始成为互联网大厂的核心采购方案1。订单需求之旺盛可见一斑，远景人工智能算力中心副总经理李军表示在手的订单都已经排到三年后1。与此同时，算力中心的部署效率大幅提升，集装箱式算力中心能在24小时内完成标准部署，压缩了传统一年的工期1。行业整体快速扩张态势明显，太初公司过去一年多客户数量暴涨10倍，营收同比增长26%1。
China's high-end computing power market is experiencing severe supply constraints, with domestic AI chip demand projected to reach 4 million units by 2026 but actual delivery capacity estimated at only 3 million units, creating a gap of over one million units 1. This shortage is driving unprecedented growth across the sector, as major chip manufacturers report surging revenues and their products transition from functional viability to becoming the preferred solution for major internet companies 1.
Leading domestic chipmakers have posted explosive half-year results reflecting this market dynamics 1. Cambricon achieved revenue of 5.996 billion yuan with year-over-year growth of 108.1%, while Moore Threads reported 1.736 billion yuan in revenue, up 147.4% 1. Birentech demonstrated the most dramatic expansion, generating 1.236 billion yuan with growth of 1,997.6% 1. Beyond pure hardware producers, Taiyuan Company experienced a tenfold increase in its customer base over the past year while maintaining 26% revenue growth 1.
The capacity crunch has created an unusual market dynamic where delivery timelines stretch far into the future 1. An official from Envision AI Computing Center stated that existing orders on hand are already scheduled for delivery three years out 1. To address deployment bottlenecks, some companies have introduced containerized computing center solutions capable of completing standard deployment within 24 hours, compressing what traditionally required a year of installation work 1.
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