VeriSilicon(SH:688521) Mei Ri Jing Ji Xin Wen·2025-09-12 02:34Group 1 - The core point of the news is that Chip Origin Co., Ltd. announced a record high order backlog of 3.025 billion yuan as of the end of Q2 2025, with new orders signed from July 1 to September 11, 2025, amounting to 1.205 billion yuan, representing a significant year-on-year increase of 85.88% [1] - AI-related orders constitute approximately 64% of the new signed orders, indicating a strong demand driven by the AI wave [1] - Oracle has signed a cooperation agreement with OpenAI to procure computing resources worth 300 billion dollars over five years, starting in 2027, to support OpenAI's large data center project "Stargate" [1] Group 2 - The AI boom is expected to significantly increase the value across various segments such as servers, AI chips, optical chips, storage, and PCBs, as noted by Industrial Securities [1] - Broadcom reported a 63% year-on-year growth in AI revenue for Q3 of fiscal year 2025, with expectations for accelerated growth in AI semiconductor revenue to reach 6.2 billion dollars in Q4, marking eleven consecutive quarters of growth [1] - Global semiconductor equipment shipments increased by 24% year-on-year, driven by advanced logic processes and HBM-related DRAM applications, with a focus on expanding advanced processes over the next three years [1]