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2026-09-10 · Source：Tom's Hardware
Biren Technology reports unprecedented shipment growth in the first half of 2026 as US export controls remove official competition from Nvidia and AMD in China.
Biren Technology, a Chinese supplier of AI accelerators, has reported revenue growth of 2,000% year over year, an extraordinary figure that captures how quickly the competitive landscape in China's AI chip sector has inverted. The company also logged unprecedented growth in shipments over the first half of 2026, a period in which its principal foreign rivals have ceased to compete in the country.
The driver of that inversion is US export policy. Export controls have pushed Nvidia and AMD out of the Chinese market, and competition from the two American vendors has now vanished — at least officially. The same measures that removed those companies are benefiting homegrown chips: demand that would once have been contested by systems built on Nvidia and AMD silicon is flowing to domestic alternatives instead.
For Biren, the effect shows up in both revenue and volume. A 2,000% year-over-year revenue increase is a step change by any measure, and shipment growth in the first half of 2026 was unprecedented. With Nvidia and AMD no longer officially selling into China, Biren and other homegrown accelerator vendors are positioned to absorb demand that previously would have been addressed by US-built hardware. The result is a Chinese AI chip market where the competitive benchmark is now set domestically rather than by foreign incumbents.
The broader takeaway for the AI compute supply chain is that export controls are reshaping the market as much as restricting it. As US vendors exit China, homegrown accelerator suppliers are absorbing the demand left behind. Biren's 2,000% revenue growth and unprecedented shipment trajectory in the first half of 2026 offer a quantified snapshot of that reallocation — and of how quickly a market cleared of foreign competition can translate into scale for a domestic chipmaker.
Mots-clés: Biren Technology · Nvidia · AMD · AI Accelerators · Export Controls · China
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