Welcome to our dedicated page for Gsi Technology news (Ticker: GSIT), a resource for investors and traders seeking the latest updates and insights on Gsi Technology stock.
GSI Technology, Inc. (NASDAQ: GSIT) generates news at the intersection of semiconductors, artificial intelligence, and high-performance computing. The company describes itself as a provider of high-performance SRAM memory products and the inventor of the Associative Processing Unit (APU), a compute-in-memory architecture aimed at AI and demanding compute workloads. Its news flow reflects both its established memory business and its efforts to advance APU-based platforms such as Gemini-I, Gemini-II, and related boards.
Investors following GSIT news can expect regular earnings announcements, where the company reports quarterly net revenues, gross margins, operating results, and customer concentration, including contributions from customers such as Nokia, KYEC, and Cadence Design Systems. These releases often highlight trends in SRAM revenue, SigmaQuad shipments, military and defense sales, and the impact of product mix on profitability.
GSI Technology also issues technology and product updates. Recent press releases have detailed the production readiness of the Gemini-II APU, delivery of APU-based Leda boards for defense proof-of-concept projects, and optimization of algorithms and edge AI workloads on its platforms. The company has publicized independent research from Cornell University evaluating its APU compute-in-memory architecture on retrieval-augmented generation tasks, as well as its defined edge strategy for Gemini-II in markets such as drones and other power-constrained systems.
Additional GSIT news items cover capital markets and corporate events, including registered direct offerings to fund APU development, participation in investor conferences, and government-funded proof-of-concept engagements with agencies and partners on autonomous security and edge AI systems. For readers tracking developments in AI hardware, memory technology, and edge computing, the GSIT news page offers a consolidated view of the company’s operational, financial, and strategic disclosures over time.
GSI Technology (Nasdaq: GSIT) will present at the iAccess Alpha Virtual Best Ideas Spring Investment Conference on March 10–11, 2026. Didier Lasserre, Vice President of Sales and Investor Relations, will deliver a presentation at 2:30 pm ET on March 10 with one-on-one investor meetings on March 11.
The live webcast will stream at the listed webcast URL and a replay and presentation slides will be posted on GSI Technology's Events and Presentations page after the event.
Galloway Capital Partners disclosed a 5.02% stake in GSI Technology (Nasdaq: GSIT) and urged strategic and capital-markets initiatives to address what it calls material undervaluation. Galloway cited GSI’s non-Von Neumann CIM AI architecture, IP portfolio, and edge AI positioning, noting a market capitalization under $300 million and a well-capitalized balance sheet. The investor said it will engage with management and the board to evaluate all options to unlock shareholder value. A Schedule 13D was filed with the SEC on February 18, 2026.
GSI Technology (Nasdaq: GSIT) reported Q3 FY2026 results for the quarter ended December 31, 2025: revenue $6.1M (+12% YoY), gross margin 52.7%, net loss $(3.0)M (EPS $(0.09)), and quarter-end cash $70.7M after a $46.9M net Registered Direct Offering.
Company highlighted third-party Gemini-II benchmark (~3s TTFT at ~30W), a POC with G2 Tech and expected ~$1M government funding, and ongoing Plato hardware development.
GSI Technology (NASDAQ: GSIT) reported preliminary benchmarks for its Gemini-II compute-in-memory processor, showing a 3-second time-to-first-token (TTFT) for multimodal 12B models on the edge while consuming ~30 watts at the AI sub-system. Independent tests cited competing platforms with ~12s TTFT at 30W (Qualcomm) and 3s at >100W (NVIDIA), positioning Gemini-II as a lower-power, low-latency option for power- and thermally-constrained edge applications such as drones and smart-city systems. Results are preliminary and intended to support ongoing evaluation, not to guarantee future commercial outcomes.
GSI Technology (Nasdaq: GSIT) will announce fiscal third quarter 2026 results for the period ended December 31, 2025 after market close on January 29, 2026.
Management will host a conference call reviewing Q3 results and the company's outlook for fiscal Q4 2026 on January 29, 2026 at 1:30 p.m. Pacific / 4:30 p.m. Eastern. Participants may dial the U.S. number 1-877-407-3982 or international 1-201-493-6780 and provide Conference ID 13758230, or join the live webcast at https://ir.gsitechnology.com. A replay will be available from January 29, 2026 7:30 p.m. ET through February 5, 2026 11:59 p.m. ET via U.S. toll-free 1-844-512-2921 or international 1-412-317-6671 with pin 13758230. The webcast will be archived under Events and Presentations on the investor relations website.
GSI Technology (Nasdaq: GSIT) on January 14, 2026 announced a government‑funded proof‑of‑concept (POC) with Israel deep‑tech partner G2 Tech to develop Sentinel, an autonomous perimeter security system managing drones and cameras in real time.
The POC is jointly backed by the U.S. Department of War (DoW) and a foreign government agency and leverages GSI's Gemini‑II APU compute‑in‑memory architecture for on‑device, low‑power AI inference in constrained tactical environments. Total government funding is described as "on the order of millions of dollars," and GSI expects to receive roughly $1 million for software optimization and integration.
GSI Technology (Nasdaq: GSIT) will participate virtually in the 28th Annual Needham Growth Conference on January 15, 2026. The company’s executive team will host a virtual group presentation at 11:00 AM ET, followed by virtual one-on-one meetings the same day.
Investors and analysts can request one-on-one meetings through their Needham representative. Meeting times may change at the organizer’s discretion; participants should confirm schedules with the conference organizer or on the conference website. A webcast of GSI Technology’s presentation will be available under the company’s Events and Presentations page: https://ir.gsitechnology.com/events-and-presentations.
GSI Technology (Nasdaq: GSIT) outlined an edge-first strategy for its Gemini-II Associative Processing Unit (APU), targeting the drone market projected at $2.7 billion by 2030. Gemini-II is presented as a low-power edge AI processor delivering GPU-class performance at 15W, faster time-to-first-token and real-time responsiveness for drones, defense, robotics and mobile platforms. The company cited a $50 million equity raise to advance its roadmap and noted a Cornell study showing the APU achieves more than 98% lower energy consumption and up to 80% reduction in processing time for retrieval tasks versus conventional CPUs.
GSI plans early deployments in drone and military vehicle markets while noting data center markets are saturated with large incumbents consuming ~2kW per GPU.
GSI Technology (Nasdaq: GSIT) on Nov 6, 2025 defined an edge strategy for its Gemini-II APU targeting drone, defense, robotics and mobile markets where power and latency matter.
Key claims: Gemini-II delivers GPU-class performance at 15W, customers report up to 3x faster first-response, and a Cornell study found the APU uses >98% less energy and can cut retrieval processing time by up to 80%. GSI highlighted a recent $50 million equity raise and cited a drone market projected at $2.7 billion by 2030 and a global edge AI processor market projected at $9.6 billion by 2030.
GSI Technology (NASDAQ: GSIT) reported Q2 FY2026 results for the quarter ended Sept 30, 2025: net revenue $6.4M (up 42% year‑over‑year and 3% sequentially), gross margin 54.8%, and net loss $3.2M (‑$0.11 per diluted share). Quarter‑end cash was $25.3M, up from $13.4M at March 31, 2025, and the company closed a $50M registered direct offering after quarter‑end to fund Gemini‑II completion and begin Plato chip design. The Space Development Agency added $752k under an existing SBIR. Q3 FY2026 guidance: net revenues $6.0M–$6.8M and gross margin ~54%–56%. The company is developing a multi‑modal LLM with benchmarks due by Dec 31, 2025.