Alpha And Omega Stock Price, News & Analysis

Alpha and Omega Semiconductor (Nasdaq: AOSL) announced support for an 800 VDC power architecture aimed at next‑generation AI data centers and ‘‘AI factories,’’ highlighting collaborations with NVIDIA to design semiconductors for megawatt‑scale racks.

Key technical elements: SiC Gen3 devices (AOM020V120X3, AOGT020V120X2Q) for high‑voltage AC‑to‑DC conversion, 650V and 100V GaN FETs (AOGT035V65GA1, AOFG018V10GA1) for high‑density DC‑DC conversion, stacked‑die MOSFET packages (AOPL68801) and 16‑phase multiphase controllers. Promised system benefits include ~5% end‑to‑end efficiency improvement and 45% reduction in copper, plus reduced maintenance and cooling costs.

Alpha and Omega Semiconductor (Nasdaq: AOSL) announced its participation in the upcoming 17th Annual CEO Investor Summit 2025. The event will take place on Tuesday, October 7th, 2025, at The Arrogant Butcher restaurant in Phoenix, Arizona.

Alpha and Omega Semiconductor (Nasdaq: AOSL) has unveiled two new Type-C protection switches designed for extended power range (EPR) applications up to 240W. The AOZ13058DI sink and AOZ15953DI source protection switches enable safe and reliable 48V Type-C EPR 3.1 implementations.

The AOZ13058DI features 20 milliohm resistance and comprehensive protection features, while the AOZ15953DI can source 5V at 3.5A while blocking up to 48V. Both switches are designed for high-performance laptops, PCs, monitors, and docking stations, with pricing at $2.77 and $2.12 respectively in 1,000-piece quantities.

Alpha and Omega Semiconductor (Nasdaq: AOSL) has introduced the AOZ17517QI series, a new 60A eFuse product designed for 12V power rails in servers, data centers, and telecom infrastructure. The device features an industry-leading low on-resistance of 0.65 milliohm in a compact 5mm x 5mm QFN package.

The eFuse combines AOS' advanced co-packaging technology with protection features and high SOA Trench MOSFET, offering comprehensive safety measures including programmable over-current protection, short-circuit protection, and thermal shutdown protection. The device operates in a 4.5V to 20V range and is priced starting at $1.8 per unit in 1,000-unit quantities, with immediate availability and a 14-week lead time.

Alpha and Omega Semiconductor (Nasdaq: AOSL) has announced its participation in five upcoming investor conferences throughout August and September 2025. The company will attend key industry events including the Needham Virtual Semiconductor Conference, Evercore Semiconductor Conference, Jefferies Technology Conference, Benchmark Tech Conference, and TD Securities Summit.

Management will be available for one-on-one meetings with institutional investors at these events. Interested portfolio managers and analysts should contact their institutional sales representatives at the respective sponsoring banks to schedule meetings.

Alpha and Omega Semiconductor (NASDAQ: AOSL) reported its fiscal Q4 and full-year 2025 results. Q4 revenue reached $176.5 million, up 9.4% year-over-year and 7.2% quarter-over-quarter. The company posted a GAAP net loss of $77.1 million ($2.58 per share) for Q4, while non-GAAP earnings were $0.02 per share.

For fiscal year 2025, revenue totaled $696.2 million, up from $657.3 million in 2024. The company reported annual GAAP net loss of $97.0 million ($3.30 per share) and non-GAAP net income of $7.0 million ($0.22 per share).

Looking ahead to Q1 2026, AOSL expects revenue of $183 million ±$10 million with GAAP gross margin of 23.8% ±1%. Growth is anticipated from seasonal strength in Communications and steady demand in PCs and wearables.

Alpha and Omega Semiconductor (Nasdaq: AOSL) has scheduled its fiscal fourth quarter and fiscal year 2025 financial results announcement for August 6, 2025, after market close. The company will host a conference call and webcast at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results.

Investors can access the live conference call via phone using dial-in numbers +1 (833) 470 1428 (US) or +1 (404) 975 4839 (international) with access code 992322. A live webcast will be available on the company's investor relations website, with replay options available for seven days following the call.

Alpha and Omega Semiconductor (NASDAQ: AOSL) has announced the sale of approximately 20.3% equity interest in its Chongqing, China joint venture (CQJV) to a strategic investor for $150 million. The transaction represents about half of AOS's previous 39.2% holding in CQJV and is expected to close by the end of 2025.

The payment will be made in four installments, subject to certain conditions. AOS anticipates recording an impairment charge on the CQJV equity investment for Q2 2025 on a GAAP basis. The company plans to use the proceeds to invest in technology, R&D projects, and complementary asset acquisitions while maintaining its existing business relationship with CQJV, including access to wafer manufacturing and assembly capabilities.

Alpha & Omega Semiconductor (Nasdaq: AOSL) has reached a settlement with the U.S. Department of Commerce's Bureau of Industry and Security (BIS) regarding its export control practices investigation. The company has agreed to pay a one-time settlement of $4.25 million to resolve the allegations.

The resolution concludes a five-year-plus investigation that resulted in no criminal charges and only limited administrative export control charges. The settlement does not affect AOS's ongoing business operations, and the company has strengthened its compliance procedures and policies to ensure continued adherence to regulatory requirements.