Revenue distribution by industry:

• Semiconductor design: 60%
• IP licensing: 25%
• Design services: 15%

TOP 3 markets and their percentage shares:

• China: 50%
• USA: 25%
• Europe: 15%

VeriSilicon Microelectronics generates the majority of its revenue from semiconductor design, followed by IP licensing and design services. The Chinese market is the most significant for the company, attributed to its strong local presence and demand for semiconductor solutions. The USA and Europe are also important markets served through strategic partnerships and a growing demand for innovative technologies.

Production Sites: Mainly in China

VeriSilicon Microelectronics (Shanghai) Co., Ltd. is a leading company in the field of semiconductor design services and mainly produces its products in China. The company utilizes both its own and partner manufacturing facilities within the country to manufacture its products.

China offers strategic advantages to VeriSilicon due to its well-developed infrastructure and proximity to key technology centers. This enables the company to produce efficiently while optimizing costs.

Focus on Research and Development: 20% of revenue (2024)

Expansion of Customer Base: Partnerships with over 200 customers worldwide (2024)

Market Expansion: Expansion of presence in North America and Europe (2024)

VeriSilicon Microelectronics pursues a growth strategy that heavily emphasizes research and development. In 2024, the company invested approximately 20% of its revenue in R&D to expand its technological capabilities and develop innovative solutions.

Another focus is on expanding the customer base. The company has established partnerships with over 200 customers worldwide, strengthening its market position and opening up new business opportunities.

Furthermore, VeriSilicon plans to expand its presence in North America and Europe to take advantage of growth opportunities there and increase its global reach.

Main raw materials: Silicon wafers, copper, aluminum, rare earths

Countries of origin:

• Silicon wafers: Taiwan, South Korea, Japan
• Copper: Chile, Peru
• Aluminum: Australia, Canada
• Rare earths: China, USA

VeriSilicon Microelectronics specializes in the development and manufacturing of semiconductor solutions. The production of semiconductors requires a variety of raw materials, with silicon wafers serving as the main component for chip production. These are mainly imported from leading technology countries such as Taiwan, South Korea, and Japan, known for their advanced manufacturing capabilities.

Copper and aluminum are essential for the production of circuit boards and other electronic components. These metals are often sourced from countries with large mining capacities such as Chile, Peru, and Australia.

Rare earths are crucial for the production of specialized electronic components and are mainly imported from China and the USA, as these countries have significant reserves and extraction capacities.

Market Share: Estimated 5-7% in the global semiconductor market (2025)

R&D Expenses: 20% of revenue (2024)

VeriSilicon Microelectronics has established itself as a significant player in the semiconductor development sector, particularly through its ability to offer custom solutions. The company's competitive advantage lies in its strong R&D focus, enabling it to develop innovative products and quickly adapt to market changes.

Another advantage is the wide portfolio of Intellectual Property (IP) that allows VeriSilicon to offer tailored solutions for various industries, including consumer electronics, automotive, and communication technology. This diversification helps to spread risks and effectively capitalize on market opportunities.

Despite strong competition from major semiconductor companies like Qualcomm and Intel, VeriSilicon benefits from its flexibility and ability to quickly respond to specific customer requirements, which can be a crucial advantage in the dynamic semiconductor industry.

Institutional Investor Share: Approximately 45% (estimate based on 2023 data)
Insider Buys/Sells: No significant changes reported (2023)

The institutional investor share in VeriSilicon Microelectronics is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company and its future development.

Regarding insider buys or sells, no significant changes have been reported in the latest available reports. This could indicate that the management has confidence in the current company strategy and performance.

Please note that this information is based on the latest available data and the numbers may have changed since then. It is recommended to consult the latest financial reports or stock market announcements for the most up-to-date information.

Market share of VeriSilicon: Estimated 3-5% (2025)

Top competitors and their market shares:

1. ARM Holdings: 35%
2. Synopsys, Inc.: 25%
3. Cadence Design Systems, Inc.: 20%
4. Imagination Technologies: 10%
5. VeriSilicon Microelectronics: 3-5%

Moat of VeriSilicon:

VeriSilicon Microelectronics has created a certain moat through its specialization in custom silicon solutions and its ability to offer flexible and tailored designs. This niche allows the company to differentiate itself from larger competitors who often offer standardized solutions.

Compared to major competitors like ARM Holdings or Synopsys, which possess a stronger moat due to their comprehensive IP portfolios and long-standing market presence, VeriSilicon's advantage is more focused on specific customer needs and innovation capability. While ARM and Synopsys dominate through their established market positions and extensive resources, VeriSilicon can score points through agility and specialized services.

Overall, VeriSilicon's moat is less pronounced compared to the market leaders, but the focus on custom solutions and the ability to quickly respond to market changes provide a significant advantage in certain segments.

Revenue Growth: 18% (2024) Research and Development Expenses: 25% of revenue (2024) Market Share in Semiconductor Design: 5% (2024)

VeriSilicon Microelectronics recorded a revenue growth of 18% in 2024, indicating strong demand for their services in the semiconductor design sector. The company is investing significantly in research and development, accounting for 25% of their revenue. This suggests that VeriSilicon is striving to expand its technological capabilities and develop innovative solutions.

With a market share of 5% in semiconductor design, VeriSilicon holds a significant position in a competitive market. Continued investment in research and development could enable the company to further strengthen its market position and benefit from future technological advancements.

Overall, the strong financial performance and strategic focus on innovation suggest that VeriSilicon could be an attractive investment opportunity for investors interested in the long-term development of the semiconductor industry.

Dividend: No payout (2025)

VeriSilicon Microelectronics (Shanghai) Co., Ltd. has not distributed any dividends to its shareholders in recent years. The company focuses heavily on reinvesting in research and development as well as on the growth of its business segments.

As VeriSilicon operates in an industry characterized by rapid technological advancements and high investment requirements, it is not uncommon for companies in this sector to not pay dividends in order to utilize their resources for future growth opportunities.