Alpha And Omega Stock Price, News & Analysis

Alpha and Omega Semiconductor (AOSL) has launched the AONK40202, a new 25V MOSFET featuring DFN3.3x3.3 Source-Down packaging technology, specifically designed for AI servers and data center power distribution. The MOSFET offers exceptional current handling capabilities up to 319A with a maximum junction temperature of 175°C. Key features include a larger source contact to PCB, center gate pin layout for easier routing, and lower on-state resistance. The device delivers improved thermal performance and power efficiency compared to traditional Drain-Down packaging solutions. The AONK40202 is now available in production quantities at $1.65 per unit in 1,000-piece quantities, with a 14-16 week lead time.

Alpha and Omega Semiconductor (AOSL) has launched the AOZ98252QI, a new dual-output 8-phase controller designed for AMD graphics and desktop systems. The controller features low 2.5 mA quiescent power and AMD SVI3 high-speed and SMBus digital interfaces. Key features include two output rails with flexible 8+0 to 4+4 configuration, Advanced Transient Modulator (A2TM) control, and comprehensive protection features. When paired with AOS DrMOS Power Stages, it provides a complete power management solution for AMD AM5 Desktop and Navi44/48 Graphics Platforms. The product is immediately available at $2.95 per unit in 1,000-piece quantities with a 12-16 week lead time.

Alpha and Omega Semiconductor (NASDAQ: AOSL) has announced its participation in two upcoming investor conferences. The company will attend the B. Riley 25th Annual Institutional Investor Conference in Marina Del Rey, CA on May 21, and the Stifel 2025 Cross Sector Insight Conference in Boston, MA on June 4. Management will be available for one-on-one meetings with institutional investors at both 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 Q3 2025 results with revenue of $164.6 million, representing a 4.9% decrease QoQ but a 9.7% YoY increase. The company posted a GAAP net loss of $10.8 million ($0.37 per share) and a non-GAAP net loss of $2.9 million ($0.10 per share). GAAP gross margin declined to 21.4% from 23.7% YoY. Despite seasonal decline, Computing and Industrial segments showed solid double-digit growth YoY. The company maintains a strong cash position of $169.4 million. For Q4 2025, AOS expects revenue of approximately $170 million (±$10M) with a GAAP gross margin of 22.9% (±1%).

Alpha and Omega Semiconductor (AOSL) has launched the AOTL66935, a new high SOA MOSFET designed for 48V hot swap applications in AI servers and telecom. The device leverages AOS' 100V AlphaSGT™ proprietary MOSFET technology, combining trench technology for low on-resistance with high safe operating area capability. Key features include:

• 30% smaller footprint compared to TO-263 (D2PAK)
• Low on-resistance of 1.95 mOhms @10V
• Continuous drain current of 360A @25°C
• Pulsed drain current of 1440A

The AOTL66935 is priced at $4.2 per unit in 1,000-piece quantities and is immediately available with a 14-16 week lead time. The product is manufactured in IATF 16949-certified facilities and is compatible with automated optical inspection requirements.

Alpha and Omega Semiconductor (AOSL) has launched its new Mega IPM-7 series intelligent power modules, designed for brushless DC motor drives. These modules target home appliance applications like air-conditioners, refrigerators, dishwashers, and power tools.

The series features:

• High efficiency and compact design
• 600V/1A – 600V/3A power ratings
• Integrated temperature detection
• Multiple package options including Mega IPM7-DT, Mega7 DBC, and Mega7 exposed package
• 18mm x 7.5mm compact package size
• Integrated HVIC gate driver with bootstrap circuit
• Built-in over-temperature protection

The modules are immediately available for production with a 16-week lead time, priced at $1.8 per unit in 1,000-piece quantities. The series aims to improve application performance and power density while meeting space-constrained inverter design requirements.

Alpha and Omega Semiconductor (AOSL) has announced its participation at PCIM 2025 in Nuremberg, Germany, where it will showcase significant advancements in power semiconductor solutions. The company will introduce its Generation 3 1200V SiC MOSFET technology, offering 20-30% loss improvement compared to Gen 2, with enhanced ruggedness for harsh environments.

Key product highlights include:

• New 1200V Gen3 SiC MOSFETs (15mohm to 40mohm) in TO247-4L packages, starting production in May 2025
• Mega IPM-7 Intelligent Power Modules featuring G2 IGBT integration
• New 60V and 100V driver ICs for power tools and e-mobility
• 12V/60A eFuse products launching May 2025
• Advanced packaging solutions including double-sided cooling DFN 5x6

Alpha and Omega Semiconductor (AOSL) has scheduled its fiscal third quarter 2025 financial results announcement for May 7, 2025, after market close. The announcement will cover the period ended March 31, 2025.

The company will host a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results and other business matters. Investors can access the call via phone using +1 (833) 470 1428 (US/Canada) or +1 (404) 975 4839 (International) with access code 362162.

A webcast will be available through the investor relations website, with a seven-day replay period. Phone replay will be accessible at +1 (866) 813 9403 (US/Canada) or +1 (929) 458 6194 (International) with access code 894534.