VeriSilicon (688521.SH): From April 30 to July 16, a new order of 6.413 billion yuan was signed, and orders related to AI computing power and data processing accounted for more than 90%

According to the Zhitong Finance App, VeriSilicon (688521.SH) announced that from January 1, 2026 to April 29, 2026, the company signed a new order of 8.240 billion yuan. Continuing the strong growth trend of new orders signed in the previous period, the company further increased the number of new orders signed from April 30, 2026 to July 16, 2026, reaching 6.413 billion yuan.

From January 1, 2026 to July 16, 2026, the company signed a total of 14.653 billion yuan of new orders, the vast majority of which were one-stop chip customization business orders. Related orders had clear conversion expectations, but revenue conversion required a certain period of time. Among them, chip design business orders usually require a 9-12 month design and development cycle, during which revenue conversion is gradually achieved; mass production business orders are affected by factors such as customer product shipment plans and cooperative fab capacity schedules, and usually require a 6-18 month production cycle (that is, a complete production delivery cycle including capacity locking and production scheduling) from the time the contract is signed, and revenue conversion is gradually achieved during this period.

Of the new orders of 6.413 billion yuan mentioned above, orders related to AI computing power and orders in the field of data processing all accounted for more than 90%.