VeriSilicon’s H1 Revenue Jumps 91% as AI Orders Reach 90%

The order mix points to AI infrastructure as a major source of demand for VeriSilicon’s chip-design and customization business. The company’s disclosure that roughly 90% of new orders signed during the year were tied to AI computing shows that demand is extending beyond general semiconductor activity into applications supporting AI workloads.

That percentage should be read as a new-order mix, not as a claim that 90% of the entire backlog is AI-related. A separate summary of the company’s second-quarter results said more than 83% of orders on hand were associated with AI ASIC and data-processing applications.

Order momentum continued through July

VeriSilicon’s reported order growth also predates the June 30 backlog figure. Between January 1 and July 16, the company accumulated RMB 14.653 billion in newly signed orders, including RMB 8.240 billion secured through April 29 and a further RMB 6.413 billion from April 30 to July 16. More than 90% of those orders were related to AI computing power and data processing, according to summaries of the company’s voluntary disclosure.

The figures are not directly interchangeable: orders on hand describe the backlog at a specific date, while new orders measure contracts signed over a period. Together, however, they show strong demand for VeriSilicon’s one-stop custom-chip design services, particularly in AI and data-processing applications.

What the numbers indicate

VeriSilicon’s H1 results show a business benefiting from the AI-computing investment cycle: revenue grew sharply, the order book was substantial, and AI-related work accounted for most newly signed orders. The main caveat is that a strong order pipeline does not by itself establish how quickly every order will convert into revenue or how profitable that growth will be.

For now, the clearest conclusion is that AI infrastructure had become a central demand driver for VeriSilicon’s chip-design business by August 18, 2026.