VeriSilicon announced that between January 1 and April 20, 2026, it secured RMB 4.516 billion in new orders (approx. $620M). The vast majority came from one‑stop chip customization services. AI‑related orders exceeded 85% , and data processing accounted for 84.77% – mainly cloud‑side AI ASIC and IP business.
The company has deeply pivoted to AI compute, riding the wave of global data center expansion and surging AI inference demand.
2025 results: Revenue reached RMB 3.152B, up 35.77% YoY. Net loss was RMB -528M, narrowing 12.16%. VeriSilicon has posted losses for three consecutive years (since 2023), with cumulative loss of RMB -1.425B.
Business mix in 2025:
IP licensing fees: RMB 671M (+6.07%)
Royalties: RMB 111M (+7.57%)
Chip design: RMB 877M (+20.94%)
Production services: RMB 1.49B (+73.98%)
One‑stop chip customization (design + production) gross margin stood at 16.69%, much lower than other segments, dragging overall gross margin down 5.68 percentage points to 34.19%.
VeriSilicon holds China’s #1 IP licensing market share and #8 globally (2024). Its platform covers smartwatches, AR/VR, AI PC, smartphones, automotive, robotics, and data centers.
ICgoodFind: VeriSilicon’s order surge confirms AI ASIC momentum – losses are narrowing. Strong IP portfolio supports long‑term growth.
