en.Wedoany.com Reported - VeriSilicon Microelectronics (Shanghai) Co., Ltd. (688521.SH) issued a voluntary disclosure announcement on July 16, 2026, stating that from January 1 to July 16, 2026, the company signed new orders totaling 14.653 billion yuan, the vast majority of which were one-stop chip customization business orders. Previously disclosed new orders from January 1 to April 29 were 8.24 billion yuan, which further increased to 6.413 billion yuan from April 30 to July 16. Among the aforementioned 6.413 billion yuan in new orders, AI computing-related orders and data processing field orders each accounted for over 90%.
VeriSilicon is a chip design service platform (Silicon Platform as a Service, SiPaaS) company headquartered in Shanghai, China. Founded in 2001, it was listed on the STAR Market of the Shanghai Stock Exchange in August 2020. The company primarily provides chip customization services based on proprietary semiconductor IP (including chip design services and chip mass production services) as well as semiconductor IP licensing services, with customers spanning consumer electronics, automotive electronics, industrial control, data processing, and other fields.
The announcement shows that the vast majority of new orders are one-stop chip customization business orders. These orders have clear conversion expectations, but revenue conversion requires a certain time period. Specifically, chip design business orders typically require a 9 to 12-month design and development cycle, during which revenue conversion is gradually realized; mass production business orders are affected by factors such as customer product shipment plans and capacity scheduling at partner wafer fabs, typically requiring a 6 to 18-month production cycle (including the complete production and delivery cycle covering capacity reservation and production scheduling waiting) from contract signing, during which revenue conversion is gradually realized.
The disclosure of this order data reflects VeriSilicon's market expansion in the one-stop chip customization service field. The high proportion of AI computing-related orders and data processing field orders also indicates that the company has gained customer recognition in these areas.
