DNA Synthesis & Synbio Platform Tools

The global biological computing market is projected to grow from $2.21 billion in 2025 to $2.90 billion in 2026, a compound annual growth rate of 31.2%, according to a new report from ResearchAndMarkets.com. The market is forecast to reach $8.64 billion by 2030, expanding at a CAGR of 31.4% from 2026. Growth is driven by advances in DNA sequencing, synthetic biology, and bioinformatics, as well as demand for energy-efficient computing and personalized medicine. Key trends include DNA-based computing, synthetic biology-driven systems, and hybrid biological-digital platforms. Notable developments include FinalSpark's Neuroplatform for cloud-based biocomputing with human brain organoids and a partnership between VERSES Technologies and Cortical Labs to integrate AI with living neurons. North America led the market in 2025, while Asia-Pacific is expected to grow fastest. The report profiles major players such as Thermo Fisher Scientific, Illumina, and Ginkgo Bioworks.

Chuanning Biology disclosed its 2026 semi-annual report. In the first half of the year, it achieved total operating revenue of 2.098 billion yuan and net profit attributable to shareholders of the listed company of 278 million yuan. Second-quarter net profit was 167 million yuan, roughly flat compared with the same period last year and steadily higher than the first quarter. The company's synthetic biology production base in Gongliu County, Xinjiang, achieved operating revenue of 71.7599 million yuan in the first half, up 221.38% year on year. High-value-added products such as bisabolol, ergothioneine and squalane have already reached large-scale production. Domestic approval of ergothioneine as a new food ingredient has entered a critical stage and is expected to be formally approved in the second half of 2026.

Cibus updated its Latin America rice launch timing to 2028 while outlining a potential $20 million to $40 million annual revenue opportunity from biofragrance partnerships. CEO Craig Wichner, on his first earnings call, emphasized scaling revenue and capital discipline, while CFO Carlo Broos reported cash and equivalents of $20.4 million as of June 30, 2026, sufficient into early Q1 2027. Q2 revenue was $1 million, with six-month revenue up 35% to $2.7 million, and net loss was $22.1 million, or $0.29 per share. Management expects royalties to start flowing in 2028 and build through 2029, and reiterated expectations for additional biofragrance scale-up orders in the second half of 2026.

Cibus Inc. is advancing toward a 2027 Latin American launch of its gene-edited herbicide-tolerant rice, marking the first royalty-validation pathway for its precision-breeding platform. The company transferred gene-edited HT1 and HT3 rice material in elite germplasm to partner Interoc in May 2026, following a commercialization framework and import permit, with Ecuador and Colombia as initial target markets. Management estimates the Americas rice herbicide tolerance opportunity at over $200 million in peak annual addressable royalties across 5 million to 7 million peak acres, while the broader disclosed trait portfolio across rice, canola, and soybean represents roughly 367 to 369 million peak addressable acres and more than $1.9 billion in potential annual addressable royalties. A second commercial lane is emerging through Sustainable Ingredients, where Cibus received its first customer payment in the fourth quarter of 2025 and is targeting additional BioFragrance scale-up orders in the second half of 2026, with fully commercialized partnerships representing a targeted $20 million to $40 million annual royalty opportunity. New CEO Craig Wichner, appointed in June 2026, is focused on converting near-term milestones into revenue while targeting annual net cash usage of approximately $30 million or less in 2026, supported by facility consolidation and recent equity raises totaling $37.3 million in gross proceeds. Consensus estimates project revenue rising from $3.6 million in 2025 to $42.1 million by 2028, though execution risk remains around partner conversion, regulatory approvals, and farmer adoption.

The transfer of control of Lier Chemical has seen new progress, with China Resources Double-Crane ranking first in the public solicitation and expected to spend approximately 2.374 billion yuan to take over. The company disclosed on the evening of July 15 that its controlling shareholder Jiuyuan Group and its concert party Huacai Technology conducted a comprehensive review of ten prospective transferees, determining China Resources Double-Crane as the top-ranked prospective transferee, with Shudao Investment Group and Sichuan Energy Development Group ranking second and third respectively. Jiuyuan Group and Huacai Technology plan to transfer a total of 188 million shares, representing 23.50 percent of the company's total share capital, at a transfer price of no less than 12.62 yuan per share. China Resources Double-Crane stated that this move is to meet its overall strategic planning and promote the industrialization of synthetic biology reserve technology products. Currently, the actual controller of Lier Chemical is the China Academy of Engineering Physics, which is divesting multiple assets including Lier Chemical.

AMSilk and Ajinomoto Foods Europe have entered into a long-term manufacturing and supply agreement to enable dedicated, large-scale production of silk proteins. Under the deal, AFE will establish a dedicated production line at its Nesle, France biomanufacturing site, based on 160 m³ fermentation reactor capacity and customized downstream processing. The setup involves a multi-million joint investment in equipment and facility upgrades, and at full performance is expected to reach commercial production volumes of industrial-grade silk protein. The agreement also provides a framework for future expansion of precision fermentation capacity, supporting AMSilk’s ability to meet growing demand across textiles, automotive, and consumer care applications.