On August 19, it was reported that during an August 17 conference call, VeriSilicon revealed that from January 1 to August 17, 2026, the cumulative value of its newly signed orders had surged to RMB 15.142 billion. Notably, a substantial 90% of these orders were related to AI computing power, while the data processing sector contributed 89% of the total. Although these orders have clear conversion prospects, revenue realization will occur over time. Design service orders generally entail a design and development cycle spanning 9 to 12 months. Meanwhile, mass production service orders are subject to variables such as the client's product shipment schedules and the capacity allocation of partner foundries. The timeframe from contract signing to full production and delivery typically extends from 6 to 18 months.
