Alpha and Omega Semiconductor Limited filings document the regulatory record of a Bermuda-incorporated power semiconductor company listed under AOSL. Form 8-K reports furnish quarterly operating results and financial condition updates, including revenue, gross margin, operating results, net results, and related press release exhibits.
The company’s governance filings include definitive proxy statements, annual general meeting voting results, director elections, executive compensation disclosures, incentive bonus plan terms, and board-change reports. These filings also record shareholder voting matters, compensation committee actions, and other material events tied to the company’s public-company governance and capital-market reporting obligations.
Alpha and Omega Semiconductor Limited has completed the sale of approximately 20.3% of the outstanding equity in its Chongqing, China power semiconductor packaging, testing and 12-inch wafer fabrication joint venture to SIMIC Holdings Co., Ltd. for an aggregate cash consideration of USD $150 million.
The price is payable in four installments, and the company received the final installment on May 11, 2026, which marked completion of the transaction. The company states that the equity interest sold is not significant under Rule 11-01(b)(2) of Regulation S-X, so no pro forma financial statements are provided.
Alpha and Omega Semiconductor reported essentially flat revenue of $163,792 (in thousands) for the quarter ended March 31, 2026, but its net loss widened to $13,787 (in thousands) as gross margin slipped to 21.1% and operating expenses increased.
Cash and cash equivalents rose to $190,253 (in thousands), helped by $133,494 (in thousands) of proceeds from selling a 20.3% stake in its Chongqing JV during the nine-month period. The company used $18,156 (in thousands) to repurchase 941,883 common shares and reduced total debt to $4,368 (in thousands), while operating cash flow turned negative at $(6,280) (in thousands).
Alpha and Omega Semiconductor Limited reported fiscal third-quarter 2026 revenue of $163.8 million, up 0.9% sequentially but down 0.5% year over year, reflecting strength in Advanced Computing and U.S. smartphones offset by softer PC and consumer demand. GAAP gross margin was 21.1% and the company recorded a GAAP net loss of $13.8 million, or $0.46 per diluted share. On a non-GAAP basis, gross margin was 21.7% and net loss was $8.3 million, or $0.28 per share, with profitability pressured by lower utilization and higher costs.
Management highlighted strong growth in Advanced Computing, where AI, server and graphics-related revenue more than doubled sequentially and grew over 40% year over year, and continued content gains with a Tier One U.S. smartphone customer. Operating cash flow for the quarter was an outflow of $8.3 million, and the company ended the period with $190.3 million in cash and cash equivalents. For fiscal fourth quarter 2026, AOS expects revenue around $168 million plus or minus $10 million, GAAP gross margin of 22.3% (non-GAAP 23.0%), and non-GAAP operating expenses near $45.5 million.
ALPHA & OMEGA SEMICONDUCTOR Ltd CFO Yifan Liang reported two bona fide gifts of common shares. On April 27 and 28, he gifted 300 shares each day, for a total of 600 shares, at a stated price of $0.00 per share.
After these gifts, Liang directly holds 269,403 common shares. This figure includes 22,500 unvested shares from a market-based performance share unit grant dated July 1, 2018, 25,625 unvested shares from performance share unit grants dated March 15, 2024 and March 17, 2025, and 52,500 shares subject to restricted share unit awards granted between March 15, 2023 and March 16, 2026.
The holding figure excludes an additional 22,500 unvested common shares from a performance share unit grant dated March 16, 2026 that may vest only if specified corporate performance goals are achieved in the future.
ALPHA & OMEGA SEMICONDUCTOR Ltd CFO and Corporate Secretary Yifan Liang executed an open-market sale of 8,625 common shares at a weighted average price of $35.0004 per share under a pre-arranged Rule 10b5-1 trading plan. After this transaction, Liang directly holds 270,003 shares, which include substantial unvested equity awards such as market-based performance share units, performance share units, and restricted share units that remain subject to future vesting conditions.
Alpha & Omega Semiconductor’s Chief Executive Officer Stephen Chunping Chang reported open-market sales of a total of 14,884 common shares of AOSL on April 17, 2026. The trades were executed at prices between $32.90 and $34.90 per share under a pre-arranged Rule 10b5-1 trading plan.
Following these sales, Chang continues to hold a large equity position, including substantial unvested awards such as market-based performance share units, performance share units, and restricted share units that may vest over time if service and performance conditions are met.
Alpha & Omega Semiconductor executive vice president of worldwide sales and business development, Bing Xue, completed an open-market sale of 1,832 common shares at $31.21 per share under a pre-arranged Rule 10b5-1 trading plan. After the sale, Xue directly holds 132,617 shares, which the disclosure notes include 22,500 unvested market-based performance share units, 18,750 unvested performance share units, and 38,750 shares subject to restricted share unit awards, while excluding 15,000 unvested common shares tied to a separate performance share unit grant.
Morgan Stanley Smith Barney LLC reported a proposed sale of 26,517 shares of Common stock by Yifan Liang on 04/14/2026 via Form 144. The filing lists the sale value as $810,495.24. The record also shows previously issued Performance Shares (2,901; 2,862) and Restricted Stock (2,862) grants with grant dates of 03/15/2021 and 03/15/2023.
Alpha and Omega Semiconductor Limited reported that director Dr. Lucas S. Chang has decided to retire from its Board of Directors. He notified the company on April 13, 2026, and his retirement will be effective April 17, 2026.
AOSL files a Rule 144 notice reporting planned resale and a recent transaction in common stock. The filing identifies 7,377 performance shares and 7,507 restricted shares as listed securities. It also discloses that Stephen Chang sold 5,594 shares on 04/14/2026 for $178,448.60.