Alpha And Omega Stock Price, News & Analysis

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.

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.