According to Jin10, VeriSilicon said at a conference call on August 17 that its newly signed orders from January 1, 2026 to August 17 rose further to 15.142 billion yuan, with AI computing-related orders accounting for 90% and data processing orders accounting for 89%. The company said these orders have clear conversion expectations, but revenue conversion will take time, with design service orders typically requiring a 9- to 12-month design and development cycle and mass production service orders typically requiring a 6- to 18-month full production and delivery cycle from signing, depending on customer shipment plans and wafer foundry capacity scheduling.