VeriSilicon Co., Ltd. announced an investor relations activity record. As of the end of September 2026, the company's active order amount reached 18.569 billion yuan, an increase of 265.90% over the end of last year and an increase of 49.16% from the end of the second quarter. It has remained high for 12 consecutive quarters. Design service orders usually require a 9-12 month design and development cycle to gradually achieve revenue conversion; mass production service orders usually require a complete production and delivery cycle of 6-18 months from the signing of the contract. The company expects adjusted EBITDA correction in the second half of 2026, and net profit attributable to shareholders of listed companies after adjustment for the whole year in 2027. The share of adjusted R&D expenses in the third quarter of 2026 in revenue decreased by about 8 percentage points from the second quarter. It is expected that the second half of 2026 will maintain a downward trend compared to the first half of the year and the full year of 2026 compared to the full year of 2025. The company has provided a well-known NEV manufacturer with autonomous driving chip customization services based on the 5nm vehicle specification process, achieved a successful production, and is promoting Chiplet solutions in the field of smart mobility. The company and Google have jointly created an ultra-low energy CoralNPUIP for large language model applications on the end side and based on the RISC-V instruction set to provide end side AI solutions for wearable devices such as AI glasses and AI rings, AI toys, and AIPads. In the FD-SOI process, customer chips using the company's 802.11ah, 802.15.4g and GNSS radio frequency IP have been mass-produced. More than 330 FD-SOIIP cores have been authorized to 47 customers, and one-stop design services for 49 FD-SOI projects have been provided to well-known domestic and foreign customers, 40 of which have already been released.

Zhitongcaijing · 1d ago
VeriSilicon Co., Ltd. announced an investor relations activity record. As of the end of September 2026, the company's active order amount reached 18.569 billion yuan, an increase of 265.90% over the end of last year and an increase of 49.16% from the end of the second quarter. It has remained high for 12 consecutive quarters. Design service orders usually require a 9-12 month design and development cycle to gradually achieve revenue conversion; mass production service orders usually require a complete production and delivery cycle of 6-18 months from the signing of the contract. The company expects adjusted EBITDA correction in the second half of 2026, and net profit attributable to shareholders of listed companies after adjustment for the whole year in 2027. The share of adjusted R&D expenses in the third quarter of 2026 in revenue decreased by about 8 percentage points from the second quarter. It is expected that the second half of 2026 will maintain a downward trend compared to the first half of the year and the full year of 2026 compared to the full year of 2025. The company has provided a well-known NEV manufacturer with autonomous driving chip customization services based on the 5nm vehicle specification process, achieved a successful production, and is promoting Chiplet solutions in the field of smart mobility. The company and Google have jointly created an ultra-low energy CoralNPUIP for large language model applications on the end side and based on the RISC-V instruction set to provide end side AI solutions for wearable devices such as AI glasses and AI rings, AI toys, and AIPads. In the FD-SOI process, customer chips using the company's 802.11ah, 802.15.4g and GNSS radio frequency IP have been mass-produced. More than 330 FD-SOIIP cores have been authorized to 47 customers, and one-stop design services for 49 FD-SOI projects have been provided to well-known domestic and foreign customers, 40 of which have already been released.