SEMIFIVE Posts 97% Revenue Surge as AI Chip Demand Escalates

The company’s rapid scaling is anchored in a three-pronged strategy covering ASIC development, mass production, and intellectual property. ASIC development revenue alone reached KRW 54.1 billion, doubling year-over-year as the firm pivots away from traditional back-end services toward comprehensive, end-to-end chip design. This shift attracts OEMs and data center operators who lack internal design teams but require custom silicon optimized for specific AI workloads.

Mass production bookings hit KRW 42.3 billion, nearly doubling the total recorded for the entirety of 2025. Overseas clients now represent 45% of these bookings, highlighting a broadening global footprint. Meanwhile, the company’s subsidiary, Analog Bits, surpassed its 2025 annual revenue target within the first six months of 2026, generating KRW 32.5 billion. This growth is fueled by demand for low-power, mixed-signal IP—a critical component for managing the thermal and efficiency requirements of advanced 2nm and 3nm AI chips.

Financial discipline accompanied this expansion, with gross margins climbing to 30.6% from 11.9% a year prior. CEO Brandon Cho stated that the firm’s current backlog and production volumes are effectively converting into revenue, with an active pipeline for 3D-IC technology projects across North America, Europe, and Asia signaling sustained momentum for the remainder of the year.