Strategic Contract2026-08-24

AI NPU Semiconductor ASIC Design Contract

SEM

세미파이브

490470

+0.65

Signal Score

50CNeutral
Score50 / 100

Historical Avg Return (5d)

+0.00%

Data Coverage

100%n=870

Risk-adjusted indicator based on 870 historical DART filings. For informational purposes only — not investment advice.

Financial Impact

POSITIVE

Key Numbers

  • • Total Contract Value: 18,232,098,400 KRW
  • • Contract Value (Confirmed): 12,281,822,600 KRW
  • • Contract Value (Conditional): 5,950,275,800 KRW
  • • Percentage of Recent Revenue: 15.07%
  • • Contract Period: November 7, 2025 – December 31, 2027

AI Analysis Summary

SemiFive Inc. has secured a contract for AI NPU semiconductor ASIC design, development, and supply, totaling 18,232,098,400 KRW. This includes a confirmed amount of 12,281,822,600 KRW and a conditional amount of 5,950,275,800 KRW. The contract value represents 15.07% of the company's recent annual revenue (2025). The contract period is from November 7, 2025, to December 31, 2027, with payment terms tied to milestones. This is a significant contract, indicating strong demand for their AI semiconductor solutions.

How This Event Is Evaluated

Strategic Contract Evaluation

Contract events are evaluated by measuring business scale, revenue relevance, counterparty quality, and execution visibility.

AI is used to interpret disclosures and extract structured data.

Signal scores are generated using event-specific methodologies and quantitative models.

  • Contract size relative to company revenue
  • Expected revenue impact
  • Counterparty quality
  • Contract duration and execution period
Read our full scoring methodology →

This content is for informational purposes only and does not constitute investment advice. Past signal patterns do not guarantee future results. All data is sourced from public DART filings.

AI-processed analysis. Based on: 단일판매ㆍ공급계약체결 . Source: Financial Supervisory Service (금융감독원 전자공시시스템). Raw government data is not redistributed. Not investment advice.