- Sales reached 47.9 billion won and total new orders reached 55.4 billion won, marking the highest performance ever and marking the beginning of full-scale growth.
- abroad ASIC Development revenue including North America and Japan accounts for over 60% of the total ASIC Increase development revenue and strengthen your global customer base.
- Volume orders for the first quarter alone amounted to nearly 74% of last year’s total annual production, indicating strong momentum in volume production.
Seoul, South Korea, May 17, 2026 /PRNewswire/ — SEMIFIVE, the world’s leading provider of custom AI semiconductors (ASIC) Solutions today announced record revenues and new orders for the first quarter of this year, marking the beginning of an accelerated growth phase.
According to regulatory filings released on May 15, SEMIFIVE recorded consolidated revenue of 47.9 billion won and new orders of 55.4 billion won in the first quarter of 2026. Revenue increased 137% compared to the same period last year (20.2 billion won), marking the company’s best quarterly performance in history.
This performance was driven by simultaneous growth across our three core business segments. ASIC Development services, mass production supply, intellectual property (IP). The design projects we have accumulated over the years have generated mass production profits, enabling a favorable growth cycle that promotes qualitative and quantitative expansion.
ASIC Development: Global order expansion centered on North America and Japan and profit growth through advanced process nodes
of ASIC The development segment led the overall growth with sales of 28 billion won, exceeding 2.6 times the previous year. Our strategic expansion into North America and Japan in 2025 has begun to yield meaningful results, with international revenues now accounting for more than 60% of our total development sales. This is a dramatic change from Q1 2025, when the focus was on the domestic market.
With this growth, SEMIFIVE is accelerating its transition to a high-margin business model. The company strengthened its profitability by increasing the proportion of advanced 2nm and 4nm process node projects for data center AI ASICs. At the same time, our 5nm and 8nm portfolio for edge AI and devices offers strong manufacturability, creating a balanced growth model that combines technological leadership with business resilience.
Mass production: commercialization of large-scale projects and reaching 74% of last year’s total orders in the first quarter
The mass production segment has entered a phase of significant expansion, driven by continued shipments of products across a variety of applications, including data center AI, edge AI, and vision AI.
A notable highlight is the rapid increase in new production orders (POs). In the first quarter alone, SEMIFIVE secured new orders representing 74% of the total volume recorded in the entire previous year.
This track record shows that the large-scale development projects we have undertaken since our founding have successfully entered the commercialization stage and secured tangible profits. Furthermore, ongoing overseas projects have moved into mass production, and subsequent pipelines are expanding as planned, and the company is expected to maintain its steady growth trend in the future.
IP: Sustainable growth by transitioning to advanced process IP
IP segment revenue almost doubled compared to the same period last year. This growth is driven by strong global demand for subsidiary Analog Bits’ low-power mixed-signal IP, which has become an essential component for high-performance AI. ASIC design. The quarter’s strong performance was primarily driven by a surge in IP revenue from advanced 2nm and 3nm process nodes.
Solutions for thermal management and power efficiency have become a key competitive advantage in the early stages of AI chip design. This is expected to further accelerate the adoption of analog IP and continue to produce stable, high-margin performance.
“Our impressive performance in the quarter was driven by the successful execution of cutting-edge AI semiconductor projects, demonstrating our differentiated technology leadership in the global high-value AI semiconductor market, as well as the full-scale transition of our accumulated development projects into mass production,” said Brandon Cho, co-founder and CEO of SEMIFIVE. “We continue to lead the way in commercializing high-performance innovations and next-generation AI architecture solutions that bring new paradigms to the semiconductor market while maintaining profitable growth.”
source semi-five
