VeriSilicon Microelectronics (Shanghai) Co., Ltd. issued an announcement on October 8, predicting that its operating income in the third quarter of 2025 will reach 1.284 billion yuan, a record high for the company, a month-on-month increase of 119.74% and a year-on-year increase of 78.77%.
The company also expects profitability to improve significantly in the third quarter, with losses narrowing significantly both year-on-year and quarter-on-quarter, but still not turning a profit. In the first half of 2025, VeriSilicon's operating income was 974 million yuan, a year-on-year increase of 4.49%.
VeriSilicon stated that the significant performance increase was primarily due to the strong performance of its one-stop chip customization services. Specifically, the company expects third-quarter chip design revenue to be 429 million yuan, a 291.76% increase from the previous quarter and an 80.67% year-on-year increase. Its mass production revenue is expected to be 609 million yuan, a 133.02% increase from the previous quarter and a 158.12% increase from the previous year. Its intellectual property licensing fees are expected to be 213 million yuan, a 14.14% increase from the previous quarter.
VeriSilicon also achieved record growth in orders. New orders for the third quarter are expected to reach 1.593 billion yuan, a significant year-on-year increase of 145.80%. By the first three quarters of 2025, new orders totaled 3.249 billion yuan, exceeding the full-year new order level for 2024. AI computing power-related orders accounted for approximately 65% of this total.