VeriSilicon said in a conference call on August 17 that from January 1 to August 17, 2026, the company's new orders increased further to 15.142 billion yuan, with orders related to AI computing power accounting for 90% and orders in the data processing sector accounting for 89%. These orders have clear conversion expectations, but revenue conversion takes a certain period of time. Among them, design service orders usually require a design and development cycle of 9 to 12 months; mass production service orders are affected by factors such as customer product shipment plans and production capacity schedules of cooperative fabs, and usually require a complete production and delivery cycle of 6 to 18 months from the signing of the contract.

Zhitongcaijing · 2d ago
VeriSilicon said in a conference call on August 17 that from January 1 to August 17, 2026, the company's new orders increased further to 15.142 billion yuan, with orders related to AI computing power accounting for 90% and orders in the data processing sector accounting for 89%. The above orders have clear conversion expectations, but revenue conversion takes a certain period of time. Among them, design service orders usually require a design and development cycle of 9 to 12 months; mass production service orders are affected by factors such as customer product shipment plans and production capacity schedules of cooperative fabs, and usually require a complete production and delivery cycle of 6 to 18 months from the signing of the contract.