VeriSilicon told an Aug. 17 conference call that new orders signed from Jan.
1–Aug. 17, 2026 totaled CNY15.142 bln. AI compute-related orders account for 90%
and data-processing orders 89%. The company said the orders have clear
conversion visibility but revenue conversion will take time: design-service
contracts typically require a 9–12 month R&D cycle; mass-production service
orders depend on customer shipment plans and foundry capacity scheduling and
typically requires a 6–18 month end-to-end production and delivery cycle from
signing.
