SEMIFIVE

SEOUL — November 13, 2026 -- SEMIFIVE, a custom AI semiconductor (ASIC) provider, booked KRW 178.4 billion in new orders in the third quarter of 2026. That is up 437% from KRW 33.2 billion a year earlier and about 2.8 times the KRW 63.3 billion of the second quarter.

The consolidated order backlog rose 75% from KRW 140.3 billion in the previous quarter to a company record of KRW 245.5 billion. By FairsOnline's calculation, that is about 1.7 times the KRW 146.1 billion of revenue SEMIFIVE reported for the first nine months of 2026.

ASIC Service orders rise about eightfold to KRW 136.9 billion

The ASIC Service segment booked KRW 136.9 billion in the quarter, up 705% from KRW 17.0 billion in the third quarter of 2025. The segment accounts for roughly 77% of total new orders. The company attributes the increase to advanced-node turnkey projects, including a major high-performance computing (HPC) win in North America.

Seoul – – September 29, 2026 -- SEMIFIVE has signed a contract worth approximately KRW 70.3 billion ($52 million) with a U.S.-based AI fabless company to develop a next-generation AI inference accelerator, marking the South Korean custom ASIC provider's largest single contract to date.

Deal size dwarfs prior order volumes

The contract alone equals more than 40% of SEMIFIVE's total 2025 orders of KRW 168.4 billion and roughly 60% of the KRW 118.9 billion in new orders booked during the first half of 2026. It also marks the company's first "Spec Hand-off" engagement in North America.