GSI Technology（GSIT）株式概要GSI Technology, Inc.は、米国、中国、シンガポール、ドイツ、オランダ、および世界各国において、ネットワーク、産業、試験装置、医療、航空宇宙、軍事などの顧客向けに半導体メモリ・ソリューションの設計、開発、販売を行っています。 詳細GSIT ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性6/6配当金0/6リスク分析過去1年間で株主の希薄化は大幅に進んだ US市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るGSIT Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW468,491 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA468,491 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$6.641.2k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-20m53m2016201920222025202620282031Revenue US$15.6mEarnings US$2.6mAdvancedSet Fair ValueView all narrativesGSI Technology, Inc. 競合他社TOYOSymbol: NasdaqCM:TOYOMarket cap: US$235.8mQuickLogicSymbol: NasdaqCM:QUIKMarket cap: US$260.6mBlaize HoldingsSymbol: NasdaqGM:BZAIMarket cap: US$157.3mEverspin TechnologiesSymbol: NasdaqGM:MRAMMarket cap: US$400.3m価格と性能株価の高値、安値、推移の概要GSI Technology過去の株価現在の株価US$6.6452週高値US$18.1552週安値US$2.82ベータ2.111ヶ月の変化7.10%3ヶ月変化-31.08%1年変化111.46%3年間の変化91.91%5年間の変化29.43%IPOからの変化25.52%最新ニュースRecent Insider Transactions Derivative • Aug 05Independent Director exercised options to buy US$363k worth of stock.On the 3rd of August, Hong-Po Hsieh exercised options to buy 56k shares at a strike price of around US$1.89, costing a total of US$105k. This transaction amounted to 265% of their direct individual holding at the time of the trade. Hong-Po currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$4.6m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jul 31First quarter 2027 earnings released: US$0.13 loss per share (vs US$0.082 loss in 1Q 2026)First quarter 2027 results: US$0.13 loss per share (further deteriorated from US$0.082 loss in 1Q 2026). Revenue: US$6.31m (flat on 1Q 2026). Net loss: US$4.79m (loss widened 116% from 1Q 2026). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31GSI Technology, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2027GSI Technology, Inc. provided earnings guidance for the second quarter of fiscal 2027. For the quarter, the company expects net revenues to be in the range of $5.7 million to $6.5 million.Seeking Alpha • Jul 27GSI Technology: The Technology Is There, But It Lacks ExecutionSummary GSI Technology, Inc. is at a critical juncture, pivoting from legacy SRAM to APU-based edge AI and defense applications. GSIT's financial runway is solid, with $67M in cash, no debt, and a stable $16M annual cash burn, providing about four years of operational cushion. Commercialization of Gemini-II and securing substantial contracts are essential for GSIT to achieve profitability; current wins remain small and speculative. I remain on the sidelines for GSIT, awaiting evidence of scalable growth and operating leverage before considering a position in GSIT. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Jul 17Lead Independent Director exercised options to buy US$330k worth of stock.On the 15th of July, Elizabeth Cholawsky exercised options to buy 61k shares at a strike price of around US$1.91, costing a total of US$115k. This transaction amounted to 4,483% of their direct individual holding at the time of the trade. Elizabeth currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 17+ 1 more updateGSI Technology, Inc., Annual General Meeting, Aug 20, 2026GSI Technology, Inc., Annual General Meeting, Aug 20, 2026.最新情報をもっと見るRecent updatesRecent Insider Transactions Derivative • Aug 05Independent Director exercised options to buy US$363k worth of stock.On the 3rd of August, Hong-Po Hsieh exercised options to buy 56k shares at a strike price of around US$1.89, costing a total of US$105k. This transaction amounted to 265% of their direct individual holding at the time of the trade. Hong-Po currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$4.6m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jul 31First quarter 2027 earnings released: US$0.13 loss per share (vs US$0.082 loss in 1Q 2026)First quarter 2027 results: US$0.13 loss per share (further deteriorated from US$0.082 loss in 1Q 2026). Revenue: US$6.31m (flat on 1Q 2026). Net loss: US$4.79m (loss widened 116% from 1Q 2026). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31GSI Technology, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2027GSI Technology, Inc. provided earnings guidance for the second quarter of fiscal 2027. For the quarter, the company expects net revenues to be in the range of $5.7 million to $6.5 million.Seeking Alpha • Jul 27GSI Technology: The Technology Is There, But It Lacks ExecutionSummary GSI Technology, Inc. is at a critical juncture, pivoting from legacy SRAM to APU-based edge AI and defense applications. GSIT's financial runway is solid, with $67M in cash, no debt, and a stable $16M annual cash burn, providing about four years of operational cushion. Commercialization of Gemini-II and securing substantial contracts are essential for GSIT to achieve profitability; current wins remain small and speculative. I remain on the sidelines for GSIT, awaiting evidence of scalable growth and operating leverage before considering a position in GSIT. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Jul 17Lead Independent Director exercised options to buy US$330k worth of stock.On the 15th of July, Elizabeth Cholawsky exercised options to buy 61k shares at a strike price of around US$1.91, costing a total of US$115k. This transaction amounted to 4,483% of their direct individual holding at the time of the trade. Elizabeth currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 17+ 1 more updateGSI Technology, Inc., Annual General Meeting, Aug 20, 2026GSI Technology, Inc., Annual General Meeting, Aug 20, 2026.Reported Earnings • Jun 10Full year 2026 earnings released: US$0.42 loss per share (vs US$0.42 loss in FY 2025)Full year 2026 results: US$0.42 loss per share. Revenue: US$25.1m (up 22% from FY 2025). Net loss: US$13.2m (loss widened 25% from FY 2025).Recent Insider Transactions Derivative • Jun 01Senior Vice President of Memory Design notifies of intention to sell stockPatrick Chuang intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$11.31, it would amount to US$453k. Since June 2025, Patrick has owned 15.17k shares directly. Company insiders have collectively sold US$3.7m more than they bought, via options and on-market transactions in the last 12 months.ライブニュース • May 14GSI Technology Gains on Army AI Contract and Edge Platform MomentumGSI Technology reported fiscal 2026 results that management described as strong, supported by demand for its SRAM and compute-in-memory products, including the Gemini-II platform for edge AI. The company secured a US$2 million Phase II U.S. Army xTech SBIR contract to build a ruggedized edge AI platform for tactical defense use. Despite recording a net loss and facing competition from larger chipmakers, investor interest in GSI’s AI-focused memory technology and defense work coincided with a stock move of nearly 39%. The combination of progress in Associative Processing Unit technology, traction for Gemini-II in edge AI, and a defense-related contract indicates that the business is focusing on AI and military use cases that may be less tied to broad consumer cycles. At the same time, the ongoing net loss and presence of much larger competitors such as Nvidia and Intel highlight execution risk and the importance of how effectively GSI converts current contract wins and technology momentum into a more sustainable revenue base.Recent Insider Transactions Derivative • May 12Co-Founder notifies of intention to sell stockLee-Lean Shu intends to sell 143k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$11.47, it would amount to US$1.6m. For the year to March 2020, Lee-Lean's total compensation was 53% salary and 47% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Lee-Lean has owned 2.53m shares directly. Company insiders have collectively sold US$2.2m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Apr 23GSI Technology, Inc. to Report Q4, 2026 Results on May 07, 2026GSI Technology, Inc. announced that they will report Q4, 2026 results After-Market on May 07, 2026New Risk • Mar 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (41% increase in shares outstanding).Recent Insider Transactions Derivative • Mar 03Senior Vice President of Memory Design notifies of intention to sell stockPatrick Chuang intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$8.37, it would amount to US$167k. Since June 2025, Patrick has owned 15.17k shares directly. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 01Third quarter 2026 earnings released: US$0.088 loss per share (vs US$0.16 loss in 3Q 2025)Third quarter 2026 results: US$0.088 loss per share (improved from US$0.16 loss in 3Q 2025). Revenue: US$6.08m (up 12% from 3Q 2025). Net loss: US$3.02m (loss narrowed 25% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 29GSI Technology, Inc. Reports 3-Second Time-To-First-Token for Edge Multimodal LLM Inference on Gemini-IIGSI Technology, Inc. announced preliminary benchmark results for the Gemini-II Compute-in-Memory processor. These results demonstrated 3-second time-to-first-token ("TTFT") performance for multimodal large language models operating at the edge with video and text inputs. Using the Gemma-3 12B vision-language model on GSI's production Gemini-II processor, GSI achieved the 3-second TTFT while consuming approximately 30 watts at the AI sub-system, including the chip. To GSI's knowledge, this 3-second TTFT at approximately 30 watt at the AI sub-system is the lowest publicly reported result for a multimodal 12B model running on an embedded edge processor. Independent third-party testing of the same workload on competitive embedded platforms reported TTFT measurements of roughly 12 seconds on Qualcomm Snapdragon X Elite with 30W power, and 3 seconds on NVIDIA Jetson Thor with over 100W power. A 3-second TTFT means the system can generate an initial response every three seconds, which is generally fast enough to be useful in video-based applications without missing meaningful events. Gemini-II's ability to deliver low-latency multimodal inference at low power supports a broader range of real-time applications, from autonomous systems to intelligent machines operating outside the data center." GSI believes this performance profile is well-suited to "physical AI" markets, including drones, smart city, and other edge systems where workloads are episodic and constrained by battery life, thermal design, and form factor.お知らせ • Jan 15GSI Technology, Inc. to Report Q3, 2026 Results on Jan 29, 2026GSI Technology, Inc. announced that they will report Q3, 2026 results After-Market on Jan 29, 2026分析記事 • Jan 11There's Reason For Concern Over GSI Technology, Inc.'s (NASDAQ:GSIT) Massive 37% Price JumpDespite an already strong run, GSI Technology, Inc. ( NASDAQ:GSIT ) shares have been powering on, with a gain of 37% in...New Risk • Nov 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 38% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (47% average weekly change). Shareholders have been substantially diluted in the past year (38% increase in shares outstanding).Reported Earnings • Nov 02Second quarter 2026 earnings released: US$0.11 loss per share (vs US$0.21 loss in 2Q 2025)Second quarter 2026 results: US$0.11 loss per share (improved from US$0.21 loss in 2Q 2025). Revenue: US$6.44m (up 42% from 2Q 2025). Net loss: US$3.19m (loss narrowed 42% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Oct 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (47% average weekly change). Minor Risk Shareholders have been diluted in the past year (20% increase in shares outstanding).分析記事 • Oct 31GSI Technology, Inc. (NASDAQ:GSIT) Stock Rockets 201% As Investors Are Less Pessimistic Than ExpectedThe GSI Technology, Inc. ( NASDAQ:GSIT ) share price has done very well over the last month, posting an excellent gain...お知らせ • Oct 31GSI Technology, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2026GSI Technology, Inc. provided earnings guidance for the third quarter of fiscal year 2026. For the period, the company expects net revenues in a range of $6.0 million to $6.8 million.お知らせ • Oct 21+ 2 more updatesGSI Technology, Inc. has filed a Follow-on Equity Offering in the amount of $49.965085 million.GSI Technology, Inc. has filed a Follow-on Equity Offering in the amount of $49.965085 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,508,462 Price\Range: $10 Discount Per Security: $0.6 Security Name: Pre-Funded Warrant Security Type: Equity Warrant Securities Offered: 3,491,538 Price\Range: $9.99 Discount Per Security: $0.5994 Transaction Features: Registered Direct Offering分析記事 • Oct 10Companies Like GSI Technology (NASDAQ:GSIT) Are In A Position To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...分析記事 • Sep 04GSI Technology, Inc.'s (NASDAQ:GSIT) 27% Share Price Plunge Could Signal Some RiskGSI Technology, Inc. ( NASDAQ:GSIT ) shareholders won't be pleased to see that the share price has had a very rough...New Risk • Aug 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$85.5m market cap).お知らせ • Aug 25GSI Technology, Inc. Announces Board and Committee Changes, Effective August 21, 2025GSI Technology, Inc. at its AGM held on August 21, 2025 approved election of Ronald R. Steger to its board of directors. On August 21, 2025, the Board of Directors changed the composition of its Audit Committee and Nominating and Corporate Governance Committees, effective immediately. Ronald R. Steger, who had just been elected to the Board for the first time, was appointed to the Audit Committee and the Nominating and Corporate Governance Committee. Mr. Steger was appointed chair of the Audit Committee, and Ruey L. Lu was appointed chair of the Nominating and Corporate Governance Committee. In addition, Elizabeth Cholawsky was designated to serve as lead director. The Corporation’s Audit Committee is now composed of Elizabeth Cholawsky, Haydn Hsieh and Ronald R. Steger (chair). The Compensation Committee continues to be composed of Elizabeth Cholawsky (chair), Haydn Hsieh and Ruey L. Lu. The Nominating and Governance Committee is now composed of Elizabeth Cholawsky, Ruey L. Lu (chair) and Ronald R. Steger.New Risk • Aug 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$96.3m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 03First quarter 2026 earnings released: US$0.082 loss per share (vs US$0.042 profit in 1Q 2025)First quarter 2026 results: US$0.082 loss per share (down from US$0.042 profit in 1Q 2025). Revenue: US$6.28m (up 35% from 1Q 2025). Net loss: US$2.22m (down 306% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Aug 01GSI Technology, Inc. Provides Earnings Guidance for the Fiscal Second Quarter of 2026GSI Technology, Inc. provided earnings guidance for the fiscal second quarter of 2026. The company's current expectations for the upcoming second quarter of fiscal 2026 are net revenues in a range of $5.9 million to $6.7 million, with gross margin of approximately 56% to 58%.分析記事 • Jul 18Revenues Not Telling The Story For GSI Technology, Inc. (NASDAQ:GSIT) After Shares Rise 68%GSI Technology, Inc. ( NASDAQ:GSIT ) shares have continued their recent momentum with a 68% gain in the last month...お知らせ • Jul 18GSI Technology, Inc., Annual General Meeting, Aug 21, 2025GSI Technology, Inc., Annual General Meeting, Aug 21, 2025.お知らせ • Jul 17GSI Technology, Inc. to Report Q1, 2026 Results on Jul 31, 2025GSI Technology, Inc. announced that they will report Q1, 2026 results After-Market on Jul 31, 2025Reported Earnings • Jun 20Full year 2025 earnings released: US$0.42 loss per share (vs US$0.80 loss in FY 2024)Full year 2025 results: US$0.42 loss per share (improved from US$0.80 loss in FY 2024). Revenue: US$20.5m (down 5.7% from FY 2024). Net loss: US$10.6m (loss narrowed 47% from FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Jun 14We're Keeping An Eye On GSI Technology's (NASDAQ:GSIT) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Reported Earnings • May 04Full year 2025 earnings released: US$0.42 loss per share (vs US$0.80 loss in FY 2024)Full year 2025 results: US$0.42 loss per share (improved from US$0.80 loss in FY 2024). Revenue: US$20.5m (down 5.7% from FY 2024). Net loss: US$10.6m (loss narrowed 47% from FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 02GSI Technology, Inc. Provides Earnings Guidance for the Fiscal First Quarter of 2026GSI Technology, Inc. provided earnings guidance for the fiscal first quarter of 2026. The company's current expectations for the upcoming first quarter of fiscal 2026 is for net revenues in a range of $5.5 million to $6.3 million.お知らせ • Apr 17GSI Technology, Inc. to Report Q4, 2025 Results on May 01, 2025GSI Technology, Inc. announced that they will report Q4, 2025 results After-Market on May 01, 2025分析記事 • Mar 21GSI Technology, Inc. (NASDAQ:GSIT) Shares May Have Slumped 31% But Getting In Cheap Is Still UnlikelyGSI Technology, Inc. ( NASDAQ:GSIT ) shareholders won't be pleased to see that the share price has had a very rough...New Risk • Mar 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$19m free cash flow). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 1.3% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$66.6m market cap).Reported Earnings • Jan 31Third quarter 2025 earnings released: US$0.16 loss per share (vs US$0.26 loss in 3Q 2024)Third quarter 2025 results: US$0.16 loss per share (improved from US$0.26 loss in 3Q 2024). Revenue: US$5.41m (up 1.8% from 3Q 2024). Net loss: US$4.03m (loss narrowed 39% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Jan 31GSI Technology, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2025GSI Technology, Inc. provided earnings guidance for the fourth quarter of fiscal 2025. For the period, the company expects net revenues in a range of $5.4 million to $6.2 million, with gross margin of approximately 55% to 57%.分析記事 • Jan 18Revenues Not Telling The Story For GSI Technology, Inc. (NASDAQ:GSIT) After Shares Rise 31%GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders would be excited to see that the share price has had a great month...お知らせ • Jan 16GSI Technology, Inc. to Report Q3, 2025 Results on Jan 30, 2025GSI Technology, Inc. announced that they will report Q3, 2025 results After-Market on Jan 30, 2025Reported Earnings • Oct 25Second quarter 2025 earnings released: US$0.21 loss per share (vs US$0.16 loss in 2Q 2024)Second quarter 2025 results: US$0.21 loss per share (further deteriorated from US$0.16 loss in 2Q 2024). Revenue: US$4.55m (down 20% from 2Q 2024). Net loss: US$5.46m (loss widened 35% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Oct 25GSI Technology, Inc. Provides Revenue Guidance for the Third Quarter of 2025GSI Technology, Inc. provided revenue guidance for the third quarter of 2025. for the quarter, the company expects net revenues in a range of $4.7 million to $5.5 million.お知らせ • Oct 10GSI Technology, Inc. to Report Q2, 2025 Results on Oct 24, 2024GSI Technology, Inc. announced that they will report Q2, 2025 results After-Market on Oct 24, 2024分析記事 • Oct 04GSI Technology, Inc.'s (NASDAQ:GSIT) Shares Climb 36% But Its Business Is Yet to Catch UpGSI Technology, Inc. ( NASDAQ:GSIT ) shareholders have had their patience rewarded with a 36% share price jump in the...分析記事 • Sep 28Is GSI Technology (NASDAQ:GSIT) In A Good Position To Deliver On Growth Plans?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Board Change • Aug 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Member of Advisory Board Gur Kimchi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • Aug 13GSI Technology, Inc.'s (NASDAQ:GSIT) 29% Dip In Price Shows Sentiment Is Matching RevenuesThe GSI Technology, Inc. ( NASDAQ:GSIT ) share price has fared very poorly over the last month, falling by a...Reported Earnings • Jul 28First quarter 2025 earnings released: EPS: US$0.042 (vs US$0.21 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.042 (up from US$0.21 loss in 1Q 2024). Revenue: US$4.67m (down 16% from 1Q 2024). Net income: US$1.08m (up US$6.19m from 1Q 2024). Profit margin: 23% (up from net loss in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Jul 26GSI Technology, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025GSI Technology, Inc. provided earnings guidance for the second quarter of fiscal 2025. For the second quarter of fiscal 2025, the company expects net revenues in a range of $4.2 million to $4.8 million, with gross margin of approximately 44% to 46%.お知らせ • Jul 22GSI Technology, Inc., Annual General Meeting, Aug 22, 2024GSI Technology, Inc., Annual General Meeting, Aug 22, 2024.お知らせ • Jul 12GSI Technology, Inc. to Report Q1, 2025 Results on Jul 25, 2024GSI Technology, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 25, 2024お知らせ • Jul 03GSI Technology, Inc.(NasdaqGS:GSIT) dropped from Russell 3000E Value IndexGSI Technology, Inc.(NasdaqGS:GSIT) dropped from Russell 3000E Value IndexReported Earnings • Jun 19Full year 2024 earnings released: US$0.80 loss per share (vs US$0.65 loss in FY 2023)Full year 2024 results: US$0.80 loss per share (further deteriorated from US$0.65 loss in FY 2023). Revenue: US$21.8m (down 27% from FY 2023). Net loss: US$20.1m (loss widened 26% from FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • May 17Co-Founder notifies of intention to sell stockRobert Yau intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of May. If the sale is conducted around the recent share price of US$3.20, it would amount to US$160k. Since June 2023, Robert's direct individual holding has decreased from 981.44k shares to 927.44k. Company insiders have collectively sold US$191k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 04Full year 2024 earnings released: US$0.80 loss per share (vs US$0.65 loss in FY 2023)Full year 2024 results: US$0.80 loss per share (further deteriorated from US$0.65 loss in FY 2023). Revenue: US$21.8m (down 27% from FY 2023). Net loss: US$20.1m (loss widened 26% from FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • May 03GSI Technology, Inc. Provides Revenue Guidance for the First Quarter of Fiscal 2025GSI Technology, Inc. provided revenue guidance for the first quarter of fiscal 2025. The company current expectations for the first quarter of fiscal 2025 net revenues in a range of $4.6 million to $5.2 million.お知らせ • Apr 20GSI Technology, Inc. to Report Q4, 2024 Results on May 02, 2024GSI Technology, Inc. announced that they will report Q4, 2024 results After-Market on May 02, 2024Seeking Alpha • Apr 05GSI Technology's Market May Be Too Narrow For ProfitabilitySummary GSI Technology has reached a major milestone in their APU product development, showing signs of progression. Despite the positive signs, GSI is on the clock to bring their products to market as the firm has 7 quarters of cash remaining on the balance sheet. In my opinion, if hyperscaler penetration is not achieved & the satellite sales cycle is pushed back, GSI should consider an equity sale or M&A for survival. Read the full article on Seeking Alpha分析記事 • Apr 03GSI Technology, Inc.'s (NASDAQ:GSIT) Shares Climb 28% But Its Business Is Yet to Catch UpDespite an already strong run, GSI Technology, Inc. ( NASDAQ:GSIT ) shares have been powering on, with a gain of 28% in...お知らせ • Apr 02GSI Technology Announces Production Release of Two Gemini-I® Apu ServersGSI Technology, Inc. announced the release in production of two high capacity, low power server products. The Leda-E and Leda-S boards incorporate the Gemini-I® APU, capable of 1.2 POPs at 80W and 800 TOPs at 40W, respectively. The new server offerings are available as a single 2U server of eight Leda-E™ boards at 10 POPs, and a 1U server of sixteen Leda-S™ boards, totaling 13 POPs. GSI's true compute-in-memory technology has proven differentiated capabilities in large (billion item) database search and high-performance compute applications, such as facial recognition, drug discovery, Opensearch, and object detection and re-identification. The low 1.2kW full server power of these formidable systems unlocks the potential for the 1U server to be used in mobile or remote applications. Single card versions of the Gemini-I have shown six-fold performance improvement over the Xeon® CPU for seed location filtering in DNA read mapping by Cornell University1. Similarly, the Gemini-I® has shown equivalent performance to the A100 for cryptography applications, such as high throughput hash-based security protocols, as demonstrated by Northern Arizona University (NAU)2. NAU found that an 8-card APU server would be compelling for further evaluation due to its smaller form factor in a 2U server compared to an equivalent A100 GPU system. Server systems based on GSI’s production Gemini-I APU chip come pre-bundled with an application development compiler and can be further customized with Real-Time Fast Back Projection software or Fast Vector Search support.Seeking Alpha • Mar 07GSI Technology: Getting Ready To Test Gemini-II, III Still Far OffSummary GSI Technology, Inc. is one of our few tech picks in which we have a lot of belief, but is held speculatively and in small quantities. Its price has risen substantially of late, displaying meme-like qualities. Liquidity is beginning to creep up, but it's nothing like the last time it got hyped. There isn't any major news, and the story of GSI Technology is known. We would have expected it to already move correlated to the general enthusiasm around AI and computing. We suspect there will be another pop and then a fall, for it to settle down again later to levels where investors looking to see the outcome of the commercialization plan are holders. Read the full article on Seeking Alpha分析記事 • Feb 11Is GSI Technology (NASDAQ:GSIT) In A Good Position To Invest In Growth?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Reported Earnings • Jan 26Third quarter 2024 earnings released: US$0.26 loss per share (vs US$0.20 loss in 3Q 2023)Third quarter 2024 results: US$0.26 loss per share (further deteriorated from US$0.20 loss in 3Q 2023). Revenue: US$5.32m (down 18% from 3Q 2023). Net loss: US$6.60m (loss widened 37% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.分析記事 • Jan 15GSI Technology, Inc.'s (NASDAQ:GSIT) Revenues Are Not Doing Enough For Some InvestorsGSI Technology, Inc.'s ( NASDAQ:GSIT ) price-to-sales (or "P/S") ratio of 2.5x might make it look like a buy right now...お知らせ • Jan 12GSI Technology, Inc. to Report Q3, 2024 Results on Jan 25, 2024GSI Technology, Inc. announced that they will report Q3, 2024 results After-Market on Jan 25, 2024New Risk • Nov 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 29% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$179k sold). Market cap is less than US$100m (US$57.7m market cap).Reported Earnings • Oct 29Second quarter 2024 earnings released: US$0.16 loss per share (vs US$0.13 loss in 2Q 2023)Second quarter 2024 results: US$0.16 loss per share (further deteriorated from US$0.13 loss in 2Q 2023). Revenue: US$5.71m (down 36% from 2Q 2023). Net loss: US$4.06m (loss widened 26% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • Oct 27GSI Technology, Inc. Provides Revenue Guidance for the Third Quarter of Fiscal 2024GSI Technology, Inc. provided revenue guidance for the third quarter of fiscal 2024. For the quarter, the company expected net revenues in a range of $5.4 million to $6.2 million.お知らせ • Oct 19GSI Technology, Inc. Announces Tape-Out of the Gemini-II APUGSI Technology, Inc. announced tape-out of the Gemini-II Associated Processing Unit, its second generation of the patented compute-in-memory APU family, on TSMC’s 16nm process. Gemini-II will bring significant performance enhancements over Gemini-I with more than ten times the processing performance with eight times the memory density compared to Gemini-I. These upgrades provide 184 TOPS (8bit adds) and more than 5.8 Peta OPS for Boolean operations at 1.4GHz operation. Gemini-II’s combination of high processing power, large built-in memory with tremendous bandwidth with reduced power consumption and latency provides a best-in-class solution for AI applications. Gemini-II contains 1 million Bit Processors in six megabytes of associative compute memory tightly connected to 96 megabytes of distributed SRAM with a huge 46 terabyte per second bandwidth. The Gemini APU implements bit-granular processing, which allows users fully flexible cycle by cycle data format operation, an inherent advantage versus other parallel processors. Gemini-II is a complete package that includes a DDR4 controller and external interfaces for PCIe Gen4 by 16, and PCIe Gen4 by 4. This integrated solution offers substantial processing capabilities, being suitable for both low power data center expansion and enabling data center functions at the edge. This empowers local execution of computationally intensive tasks, increasing the capabilities of edge applications like advanced driver assistance systems for automobiles, and HPC in delivery drones, autonomous robots, unmanned aerial vehicles, and satellites.お知らせ • Oct 17GSI Technology, Inc. to Report Q2, 2024 Results on Oct 26, 2023GSI Technology, Inc. announced that they will report Q2, 2024 results After-Market on Oct 26, 2023分析記事 • Oct 04Is GSI Technology (NASDAQ:GSIT) In A Good Position To Invest In Growth?Just because a business does not make any money, does not mean that the stock will go down. For example, although...Recent Insider Transactions • Aug 29Co-Founder recently sold US$66k worth of stockOn the 24th of August, Robert Yau sold around 19k shares on-market at roughly US$3.50 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$91k.お知らせ • Aug 11GSI Technology, Inc. Introduces Python-Based Copperhead Compiler Suite to Unleash the Full Power of Gemini APU for Flexible Ai and High-Performance ComputingGSI Technology, Inc. announced the beta launch of its Copperhead compiler stack. This technology is specifically designed to complement the Gemini APU, an innovative compute-in-memory device engineered to excel in high-performance, low-power applications such as search, generative AI retrieval, HPPC, and more. The Copperhead compiler suite, a Python-based tool, unlocks the full potential of the Gemini APU's impressive capabilities, including its associative, massively parallel, non-Von-Neumann bit-processing. This tool empowers developers to create custom frameworks at bit-level granularity, facilitating the simulation and execution of new algorithms that will run at remarkable speeds on currently available production APU hardware. Copperhead seamlessly integrates LPython, a user-friendly open-source compiler, combining the ease and expertise of Python programming with code performance comparable to C. Developers can create optimum data frameworks to harness Gemini APU's unique capabilities for their algorithms. The Copperhead suite also works seamlessly with already available Gemini APU libraries, enabling rapid application development. GSI will be open sourcing the emulation tools of Copperhead to enable community development of applications and libraries for the AI and HPPC markets. Emowering Developers with Programmable Frameworks: Gemini APU's bit-programmable microcode sets it apart. This approach fosters ongoing optimization and development improvements. Together, the Gemini APU and Copperhead Compiler Suite give developers resources to create solutions, representing a significant leap forward in utilizing the computing power of the Gemini APU and enabling diverse applications to thrive.New Risk • Aug 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$90.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (63% average weekly change). Earnings have declined by 31% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (US$90.8m market cap).お知らせ • Jul 30GSI Technology, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2024GSI Technology, Inc. provided earnings guidance for the second quarter of fiscal 2024. For the second quarter of fiscal 2024, the company expects net revenues in a range of $5.2 million to $6.0 million, with gross margin of approximately 56% to 58%.Reported Earnings • Jul 28First quarter 2024 earnings released: US$0.21 loss per share (vs US$0.16 loss in 1Q 2023)First quarter 2024 results: US$0.21 loss per share (further deteriorated from US$0.16 loss in 1Q 2023). Revenue: US$5.59m (down 37% from 1Q 2023). Net loss: US$5.11m (loss widened 28% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.New Risk • Jul 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (63% average weekly change). Earnings have declined by 34% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.2% increase in shares outstanding).お知らせ • Jul 18GSI Technology, Inc., Annual General Meeting, Aug 24, 2023GSI Technology, Inc., Annual General Meeting, Aug 24, 2023, at 14:00 Pacific Daylight. Agenda: To elect seven persons to serve on Board of Directors until the next annual meeting of stockholders and until their respective successors are duly elected and qualified; to ratify the appointment of BDO USA, P.A. as independent registered public accounting firm for the fiscal year ending March 31, 2024; to vote on an advisory (non-binding) resolution regarding the fiscal 2023 compensation of the executive officers named in the Summary Compensation Table included in the proxy statement for the annual meeting; to vote on an advisory resolution regarding the frequency of future advisory votes on executive compensation; and to transact such other business.お知らせ • Jul 14GSI Technology, Inc. to Report Q1, 2024 Results on Jul 27, 2023GSI Technology, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 27, 2023New Risk • Jul 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (64% average weekly change). Earnings have declined by 34% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Reported Earnings • Jun 29Full year 2023 earnings released: US$0.65 loss per share (vs US$0.67 loss in FY 2022)Full year 2023 results: US$0.65 loss per share (improved from US$0.67 loss in FY 2022). Revenue: US$29.7m (down 11% from FY 2022). Net loss: US$16.0m (loss narrowed 2.4% from FY 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • May 18Full year 2023 earnings released: US$0.65 loss per share (vs US$0.67 loss in FY 2022)Full year 2023 results: US$0.65 loss per share (improved from US$0.67 loss in FY 2022). Revenue: US$29.7m (down 11% from FY 2022). Net loss: US$16.0m (loss narrowed 2.4% from FY 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • May 04GSI Technology, Inc. to Report Q4, 2023 Results on May 16, 2023GSI Technology, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on May 16, 2023分析記事 • Mar 03Here's Why We're Watching GSI Technology's (NASDAQ:GSIT) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...Reported Earnings • Jan 27Third quarter 2023 earnings released: US$0.20 loss per share (vs US$0.19 loss in 3Q 2022)Third quarter 2023 results: US$0.20 loss per share (further deteriorated from US$0.19 loss in 3Q 2022). Revenue: US$6.45m (down 20% from 3Q 2022). Net loss: US$4.81m (loss widened 5.0% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 27GSI Technology, Inc. Provides Revenues Guidance for the Fourth Quarter of Fiscal Year 2023GSI Technology, Inc. provided revenue guidance for the fourth quarter of Fiscal year 2023. For the period, the company expects net revenues in a range of $5.0 million to $5.6 million.お知らせ • Jan 13GSI Technology, Inc. to Report Q3, 2023 Results on Jan 26, 2023GSI Technology, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 26, 2023お知らせ • Dec 18GSI Technology, Inc. Announces Board ChangesOn December 15, 2022, Kim Le, a member of the Board of Directors of GSI Technology, Inc. (the “Corporation”) and the Chair of the Audit Committee thereof, resigned from the Board of Directors and the Audit Committee for personal reasons. Ms. Le did not advise the Corporation of any disagreement with the Company on any matter relating to its operations, policies or practices. Following Ms. Le’s resignation, Jack Bradley, another member of the Audit Committee and the Lead Director, was elected Chair of the Audit Committee and director Elizabeth Cholawsky joined the Audit Committee. Additionally, Barbara Nelson was elected to replace Mr. Bradley as the Chair of the Nominating and Corporate Governance Committee.Reported Earnings • Oct 28Second quarter 2023 earnings released: US$0.13 loss per share (vs US$0.19 loss in 2Q 2022)Second quarter 2023 results: US$0.13 loss per share (improved from US$0.19 loss in 2Q 2022). Revenue: US$8.95m (up 15% from 2Q 2022). Net loss: US$3.23m (loss narrowed 29% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 28GSI Technology, Inc. Provides Earnings Guidance for the Third Quarter of 2023GSI Technology, Inc. provided earnings guidance for the third quarter of 2023. For the period, the company expects net revenues in a range of $6.3 million to $7.3 million.お知らせ • Oct 13GSI Technology, Inc. to Report Q2, 2023 Results on Oct 27, 2022GSI Technology, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022株主還元GSITUS SemiconductorUS 市場7D0.2%2.0%1.0%1Y111.5%59.5%18.4%株主還元を見る業界別リターン: GSIT過去 1 年間で59.5 % の収益を上げたUS Semiconductor業界を上回りました。リターン対市場: GSIT過去 1 年間で18.4 % の収益を上げたUS市場を上回りました。価格変動Is GSIT's price volatile compared to industry and market?GSIT volatilityGSIT Average Weekly Movement13.8%Semiconductor Industry Average Movement13.3%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.1%安定した株価: GSITの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: GSITの 週次ボラティリティ は過去 1 年間で28%から14%に減少しましたが、依然としてUS株の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1995125Lee-Lean Shugsitechnology.comGSI Technology, Inc.は、米国、中国、シンガポール、ドイツ、オランダ、および国際的なネットワーク、産業、試験装置、医療、航空宇宙、軍事顧客向けの半導体メモリソリューションの設計、開発、販売を行っている。同社は、電子商取引、コンピュータビジョン、創薬、サイバーセキュリティ、サービス市場向けのビジュアル検索クエリで類似検索を使用するアプリケーションに重点を置いた連想処理ユニット製品を提供している。また、SyncBurst、NBT、SigmaQuad、SigmaDDRなどのスタティックランダムアクセスメモリ（SRAM）製品も提供している。さらに、ネットワーク衛星やミサイルなど、ネットワークや通信、試験・計測、軍事・防衛、航空宇宙用途向けに、放射線硬化型および放射線耐性SRAMを提供している。同社の製品は、KYEC、ケイデンス・デザイン・システムズ、ノキアなどの相手先商標製品メーカーの顧客によって、レーダーや誘導システム、人工衛星、テスト・計測アプリケーション、スマート・クルーズ・コントロールなどの自動車アプリケーション、超音波やCATスキャン装置などの医療アプリケーション、オーディオ・ビデオ処理などのコンポーネントとして使用されている。同社は、独立した販売代理店およびディストリビューターのネットワークを通じて製品を販売している。GSIテクノロジー社は1995年に設立され、カリフォルニア州サニーベールに本社を置いている。もっと見るGSI Technology, Inc. 基礎のまとめGSI Technology の収益と売上を時価総額と比較するとどうか。GSIT 基礎統計学時価総額US$255.19m収益（TTM）-US$15.82m売上高(TTM)US$25.15m10.1xP/Sレシオ-16.1xPER（株価収益率GSIT は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GSIT 損益計算書（TTM）収益US$25.15m売上原価US$11.74m売上総利益US$13.41mその他の費用US$29.23m収益-US$15.82m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）-0.41グロス・マージン53.33%純利益率-62.90%有利子負債／自己資本比率0%GSIT の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/13 07:53終値2026/08/12 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GSI Technology, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Tristan GerraBairdJayanta DattaB. Riley Securities, Inc.Rajvindra GillNeedham & Company1 その他のアナリストを表示
Recent Insider Transactions Derivative • Aug 05Independent Director exercised options to buy US$363k worth of stock.On the 3rd of August, Hong-Po Hsieh exercised options to buy 56k shares at a strike price of around US$1.89, costing a total of US$105k. This transaction amounted to 265% of their direct individual holding at the time of the trade. Hong-Po currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$4.6m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jul 31First quarter 2027 earnings released: US$0.13 loss per share (vs US$0.082 loss in 1Q 2026)First quarter 2027 results: US$0.13 loss per share (further deteriorated from US$0.082 loss in 1Q 2026). Revenue: US$6.31m (flat on 1Q 2026). Net loss: US$4.79m (loss widened 116% from 1Q 2026). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31GSI Technology, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2027GSI Technology, Inc. provided earnings guidance for the second quarter of fiscal 2027. For the quarter, the company expects net revenues to be in the range of $5.7 million to $6.5 million.
Seeking Alpha • Jul 27GSI Technology: The Technology Is There, But It Lacks ExecutionSummary GSI Technology, Inc. is at a critical juncture, pivoting from legacy SRAM to APU-based edge AI and defense applications. GSIT's financial runway is solid, with $67M in cash, no debt, and a stable $16M annual cash burn, providing about four years of operational cushion. Commercialization of Gemini-II and securing substantial contracts are essential for GSIT to achieve profitability; current wins remain small and speculative. I remain on the sidelines for GSIT, awaiting evidence of scalable growth and operating leverage before considering a position in GSIT. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Jul 17Lead Independent Director exercised options to buy US$330k worth of stock.On the 15th of July, Elizabeth Cholawsky exercised options to buy 61k shares at a strike price of around US$1.91, costing a total of US$115k. This transaction amounted to 4,483% of their direct individual holding at the time of the trade. Elizabeth currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 17+ 1 more updateGSI Technology, Inc., Annual General Meeting, Aug 20, 2026GSI Technology, Inc., Annual General Meeting, Aug 20, 2026.
Recent Insider Transactions Derivative • Aug 05Independent Director exercised options to buy US$363k worth of stock.On the 3rd of August, Hong-Po Hsieh exercised options to buy 56k shares at a strike price of around US$1.89, costing a total of US$105k. This transaction amounted to 265% of their direct individual holding at the time of the trade. Hong-Po currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$4.6m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jul 31First quarter 2027 earnings released: US$0.13 loss per share (vs US$0.082 loss in 1Q 2026)First quarter 2027 results: US$0.13 loss per share (further deteriorated from US$0.082 loss in 1Q 2026). Revenue: US$6.31m (flat on 1Q 2026). Net loss: US$4.79m (loss widened 116% from 1Q 2026). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31GSI Technology, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2027GSI Technology, Inc. provided earnings guidance for the second quarter of fiscal 2027. For the quarter, the company expects net revenues to be in the range of $5.7 million to $6.5 million.
Seeking Alpha • Jul 27GSI Technology: The Technology Is There, But It Lacks ExecutionSummary GSI Technology, Inc. is at a critical juncture, pivoting from legacy SRAM to APU-based edge AI and defense applications. GSIT's financial runway is solid, with $67M in cash, no debt, and a stable $16M annual cash burn, providing about four years of operational cushion. Commercialization of Gemini-II and securing substantial contracts are essential for GSIT to achieve profitability; current wins remain small and speculative. I remain on the sidelines for GSIT, awaiting evidence of scalable growth and operating leverage before considering a position in GSIT. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Jul 17Lead Independent Director exercised options to buy US$330k worth of stock.On the 15th of July, Elizabeth Cholawsky exercised options to buy 61k shares at a strike price of around US$1.91, costing a total of US$115k. This transaction amounted to 4,483% of their direct individual holding at the time of the trade. Elizabeth currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 17+ 1 more updateGSI Technology, Inc., Annual General Meeting, Aug 20, 2026GSI Technology, Inc., Annual General Meeting, Aug 20, 2026.
Reported Earnings • Jun 10Full year 2026 earnings released: US$0.42 loss per share (vs US$0.42 loss in FY 2025)Full year 2026 results: US$0.42 loss per share. Revenue: US$25.1m (up 22% from FY 2025). Net loss: US$13.2m (loss widened 25% from FY 2025).
Recent Insider Transactions Derivative • Jun 01Senior Vice President of Memory Design notifies of intention to sell stockPatrick Chuang intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$11.31, it would amount to US$453k. Since June 2025, Patrick has owned 15.17k shares directly. Company insiders have collectively sold US$3.7m more than they bought, via options and on-market transactions in the last 12 months.
ライブニュース • May 14GSI Technology Gains on Army AI Contract and Edge Platform MomentumGSI Technology reported fiscal 2026 results that management described as strong, supported by demand for its SRAM and compute-in-memory products, including the Gemini-II platform for edge AI. The company secured a US$2 million Phase II U.S. Army xTech SBIR contract to build a ruggedized edge AI platform for tactical defense use. Despite recording a net loss and facing competition from larger chipmakers, investor interest in GSI’s AI-focused memory technology and defense work coincided with a stock move of nearly 39%. The combination of progress in Associative Processing Unit technology, traction for Gemini-II in edge AI, and a defense-related contract indicates that the business is focusing on AI and military use cases that may be less tied to broad consumer cycles. At the same time, the ongoing net loss and presence of much larger competitors such as Nvidia and Intel highlight execution risk and the importance of how effectively GSI converts current contract wins and technology momentum into a more sustainable revenue base.
Recent Insider Transactions Derivative • May 12Co-Founder notifies of intention to sell stockLee-Lean Shu intends to sell 143k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$11.47, it would amount to US$1.6m. For the year to March 2020, Lee-Lean's total compensation was 53% salary and 47% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Lee-Lean has owned 2.53m shares directly. Company insiders have collectively sold US$2.2m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Apr 23GSI Technology, Inc. to Report Q4, 2026 Results on May 07, 2026GSI Technology, Inc. announced that they will report Q4, 2026 results After-Market on May 07, 2026
New Risk • Mar 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (41% increase in shares outstanding).
Recent Insider Transactions Derivative • Mar 03Senior Vice President of Memory Design notifies of intention to sell stockPatrick Chuang intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$8.37, it would amount to US$167k. Since June 2025, Patrick has owned 15.17k shares directly. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 01Third quarter 2026 earnings released: US$0.088 loss per share (vs US$0.16 loss in 3Q 2025)Third quarter 2026 results: US$0.088 loss per share (improved from US$0.16 loss in 3Q 2025). Revenue: US$6.08m (up 12% from 3Q 2025). Net loss: US$3.02m (loss narrowed 25% from 3Q 2025). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 29GSI Technology, Inc. Reports 3-Second Time-To-First-Token for Edge Multimodal LLM Inference on Gemini-IIGSI Technology, Inc. announced preliminary benchmark results for the Gemini-II Compute-in-Memory processor. These results demonstrated 3-second time-to-first-token ("TTFT") performance for multimodal large language models operating at the edge with video and text inputs. Using the Gemma-3 12B vision-language model on GSI's production Gemini-II processor, GSI achieved the 3-second TTFT while consuming approximately 30 watts at the AI sub-system, including the chip. To GSI's knowledge, this 3-second TTFT at approximately 30 watt at the AI sub-system is the lowest publicly reported result for a multimodal 12B model running on an embedded edge processor. Independent third-party testing of the same workload on competitive embedded platforms reported TTFT measurements of roughly 12 seconds on Qualcomm Snapdragon X Elite with 30W power, and 3 seconds on NVIDIA Jetson Thor with over 100W power. A 3-second TTFT means the system can generate an initial response every three seconds, which is generally fast enough to be useful in video-based applications without missing meaningful events. Gemini-II's ability to deliver low-latency multimodal inference at low power supports a broader range of real-time applications, from autonomous systems to intelligent machines operating outside the data center." GSI believes this performance profile is well-suited to "physical AI" markets, including drones, smart city, and other edge systems where workloads are episodic and constrained by battery life, thermal design, and form factor.
お知らせ • Jan 15GSI Technology, Inc. to Report Q3, 2026 Results on Jan 29, 2026GSI Technology, Inc. announced that they will report Q3, 2026 results After-Market on Jan 29, 2026
分析記事 • Jan 11There's Reason For Concern Over GSI Technology, Inc.'s (NASDAQ:GSIT) Massive 37% Price JumpDespite an already strong run, GSI Technology, Inc. ( NASDAQ:GSIT ) shares have been powering on, with a gain of 37% in...
New Risk • Nov 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 38% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (47% average weekly change). Shareholders have been substantially diluted in the past year (38% increase in shares outstanding).
Reported Earnings • Nov 02Second quarter 2026 earnings released: US$0.11 loss per share (vs US$0.21 loss in 2Q 2025)Second quarter 2026 results: US$0.11 loss per share (improved from US$0.21 loss in 2Q 2025). Revenue: US$6.44m (up 42% from 2Q 2025). Net loss: US$3.19m (loss narrowed 42% from 2Q 2025). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Oct 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (47% average weekly change). Minor Risk Shareholders have been diluted in the past year (20% increase in shares outstanding).
分析記事 • Oct 31GSI Technology, Inc. (NASDAQ:GSIT) Stock Rockets 201% As Investors Are Less Pessimistic Than ExpectedThe GSI Technology, Inc. ( NASDAQ:GSIT ) share price has done very well over the last month, posting an excellent gain...
お知らせ • Oct 31GSI Technology, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2026GSI Technology, Inc. provided earnings guidance for the third quarter of fiscal year 2026. For the period, the company expects net revenues in a range of $6.0 million to $6.8 million.
お知らせ • Oct 21+ 2 more updatesGSI Technology, Inc. has filed a Follow-on Equity Offering in the amount of $49.965085 million.GSI Technology, Inc. has filed a Follow-on Equity Offering in the amount of $49.965085 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,508,462 Price\Range: $10 Discount Per Security: $0.6 Security Name: Pre-Funded Warrant Security Type: Equity Warrant Securities Offered: 3,491,538 Price\Range: $9.99 Discount Per Security: $0.5994 Transaction Features: Registered Direct Offering
分析記事 • Oct 10Companies Like GSI Technology (NASDAQ:GSIT) Are In A Position To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 • Sep 04GSI Technology, Inc.'s (NASDAQ:GSIT) 27% Share Price Plunge Could Signal Some RiskGSI Technology, Inc. ( NASDAQ:GSIT ) shareholders won't be pleased to see that the share price has had a very rough...
New Risk • Aug 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$85.5m market cap).
お知らせ • Aug 25GSI Technology, Inc. Announces Board and Committee Changes, Effective August 21, 2025GSI Technology, Inc. at its AGM held on August 21, 2025 approved election of Ronald R. Steger to its board of directors. On August 21, 2025, the Board of Directors changed the composition of its Audit Committee and Nominating and Corporate Governance Committees, effective immediately. Ronald R. Steger, who had just been elected to the Board for the first time, was appointed to the Audit Committee and the Nominating and Corporate Governance Committee. Mr. Steger was appointed chair of the Audit Committee, and Ruey L. Lu was appointed chair of the Nominating and Corporate Governance Committee. In addition, Elizabeth Cholawsky was designated to serve as lead director. The Corporation’s Audit Committee is now composed of Elizabeth Cholawsky, Haydn Hsieh and Ronald R. Steger (chair). The Compensation Committee continues to be composed of Elizabeth Cholawsky (chair), Haydn Hsieh and Ruey L. Lu. The Nominating and Governance Committee is now composed of Elizabeth Cholawsky, Ruey L. Lu (chair) and Ronald R. Steger.
New Risk • Aug 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$96.3m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 03First quarter 2026 earnings released: US$0.082 loss per share (vs US$0.042 profit in 1Q 2025)First quarter 2026 results: US$0.082 loss per share (down from US$0.042 profit in 1Q 2025). Revenue: US$6.28m (up 35% from 1Q 2025). Net loss: US$2.22m (down 306% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Aug 01GSI Technology, Inc. Provides Earnings Guidance for the Fiscal Second Quarter of 2026GSI Technology, Inc. provided earnings guidance for the fiscal second quarter of 2026. The company's current expectations for the upcoming second quarter of fiscal 2026 are net revenues in a range of $5.9 million to $6.7 million, with gross margin of approximately 56% to 58%.
分析記事 • Jul 18Revenues Not Telling The Story For GSI Technology, Inc. (NASDAQ:GSIT) After Shares Rise 68%GSI Technology, Inc. ( NASDAQ:GSIT ) shares have continued their recent momentum with a 68% gain in the last month...
お知らせ • Jul 18GSI Technology, Inc., Annual General Meeting, Aug 21, 2025GSI Technology, Inc., Annual General Meeting, Aug 21, 2025.
お知らせ • Jul 17GSI Technology, Inc. to Report Q1, 2026 Results on Jul 31, 2025GSI Technology, Inc. announced that they will report Q1, 2026 results After-Market on Jul 31, 2025
Reported Earnings • Jun 20Full year 2025 earnings released: US$0.42 loss per share (vs US$0.80 loss in FY 2024)Full year 2025 results: US$0.42 loss per share (improved from US$0.80 loss in FY 2024). Revenue: US$20.5m (down 5.7% from FY 2024). Net loss: US$10.6m (loss narrowed 47% from FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Jun 14We're Keeping An Eye On GSI Technology's (NASDAQ:GSIT) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Reported Earnings • May 04Full year 2025 earnings released: US$0.42 loss per share (vs US$0.80 loss in FY 2024)Full year 2025 results: US$0.42 loss per share (improved from US$0.80 loss in FY 2024). Revenue: US$20.5m (down 5.7% from FY 2024). Net loss: US$10.6m (loss narrowed 47% from FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 02GSI Technology, Inc. Provides Earnings Guidance for the Fiscal First Quarter of 2026GSI Technology, Inc. provided earnings guidance for the fiscal first quarter of 2026. The company's current expectations for the upcoming first quarter of fiscal 2026 is for net revenues in a range of $5.5 million to $6.3 million.
お知らせ • Apr 17GSI Technology, Inc. to Report Q4, 2025 Results on May 01, 2025GSI Technology, Inc. announced that they will report Q4, 2025 results After-Market on May 01, 2025
分析記事 • Mar 21GSI Technology, Inc. (NASDAQ:GSIT) Shares May Have Slumped 31% But Getting In Cheap Is Still UnlikelyGSI Technology, Inc. ( NASDAQ:GSIT ) shareholders won't be pleased to see that the share price has had a very rough...
New Risk • Mar 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$19m free cash flow). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 1.3% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$66.6m market cap).
Reported Earnings • Jan 31Third quarter 2025 earnings released: US$0.16 loss per share (vs US$0.26 loss in 3Q 2024)Third quarter 2025 results: US$0.16 loss per share (improved from US$0.26 loss in 3Q 2024). Revenue: US$5.41m (up 1.8% from 3Q 2024). Net loss: US$4.03m (loss narrowed 39% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Jan 31GSI Technology, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2025GSI Technology, Inc. provided earnings guidance for the fourth quarter of fiscal 2025. For the period, the company expects net revenues in a range of $5.4 million to $6.2 million, with gross margin of approximately 55% to 57%.
分析記事 • Jan 18Revenues Not Telling The Story For GSI Technology, Inc. (NASDAQ:GSIT) After Shares Rise 31%GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders would be excited to see that the share price has had a great month...
お知らせ • Jan 16GSI Technology, Inc. to Report Q3, 2025 Results on Jan 30, 2025GSI Technology, Inc. announced that they will report Q3, 2025 results After-Market on Jan 30, 2025
Reported Earnings • Oct 25Second quarter 2025 earnings released: US$0.21 loss per share (vs US$0.16 loss in 2Q 2024)Second quarter 2025 results: US$0.21 loss per share (further deteriorated from US$0.16 loss in 2Q 2024). Revenue: US$4.55m (down 20% from 2Q 2024). Net loss: US$5.46m (loss widened 35% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Oct 25GSI Technology, Inc. Provides Revenue Guidance for the Third Quarter of 2025GSI Technology, Inc. provided revenue guidance for the third quarter of 2025. for the quarter, the company expects net revenues in a range of $4.7 million to $5.5 million.
お知らせ • Oct 10GSI Technology, Inc. to Report Q2, 2025 Results on Oct 24, 2024GSI Technology, Inc. announced that they will report Q2, 2025 results After-Market on Oct 24, 2024
分析記事 • Oct 04GSI Technology, Inc.'s (NASDAQ:GSIT) Shares Climb 36% But Its Business Is Yet to Catch UpGSI Technology, Inc. ( NASDAQ:GSIT ) shareholders have had their patience rewarded with a 36% share price jump in the...
分析記事 • Sep 28Is GSI Technology (NASDAQ:GSIT) In A Good Position To Deliver On Growth Plans?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Board Change • Aug 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Member of Advisory Board Gur Kimchi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • Aug 13GSI Technology, Inc.'s (NASDAQ:GSIT) 29% Dip In Price Shows Sentiment Is Matching RevenuesThe GSI Technology, Inc. ( NASDAQ:GSIT ) share price has fared very poorly over the last month, falling by a...
Reported Earnings • Jul 28First quarter 2025 earnings released: EPS: US$0.042 (vs US$0.21 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.042 (up from US$0.21 loss in 1Q 2024). Revenue: US$4.67m (down 16% from 1Q 2024). Net income: US$1.08m (up US$6.19m from 1Q 2024). Profit margin: 23% (up from net loss in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Jul 26GSI Technology, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025GSI Technology, Inc. provided earnings guidance for the second quarter of fiscal 2025. For the second quarter of fiscal 2025, the company expects net revenues in a range of $4.2 million to $4.8 million, with gross margin of approximately 44% to 46%.
お知らせ • Jul 22GSI Technology, Inc., Annual General Meeting, Aug 22, 2024GSI Technology, Inc., Annual General Meeting, Aug 22, 2024.
お知らせ • Jul 12GSI Technology, Inc. to Report Q1, 2025 Results on Jul 25, 2024GSI Technology, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 25, 2024
お知らせ • Jul 03GSI Technology, Inc.(NasdaqGS:GSIT) dropped from Russell 3000E Value IndexGSI Technology, Inc.(NasdaqGS:GSIT) dropped from Russell 3000E Value Index
Reported Earnings • Jun 19Full year 2024 earnings released: US$0.80 loss per share (vs US$0.65 loss in FY 2023)Full year 2024 results: US$0.80 loss per share (further deteriorated from US$0.65 loss in FY 2023). Revenue: US$21.8m (down 27% from FY 2023). Net loss: US$20.1m (loss widened 26% from FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • May 17Co-Founder notifies of intention to sell stockRobert Yau intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of May. If the sale is conducted around the recent share price of US$3.20, it would amount to US$160k. Since June 2023, Robert's direct individual holding has decreased from 981.44k shares to 927.44k. Company insiders have collectively sold US$191k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 04Full year 2024 earnings released: US$0.80 loss per share (vs US$0.65 loss in FY 2023)Full year 2024 results: US$0.80 loss per share (further deteriorated from US$0.65 loss in FY 2023). Revenue: US$21.8m (down 27% from FY 2023). Net loss: US$20.1m (loss widened 26% from FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • May 03GSI Technology, Inc. Provides Revenue Guidance for the First Quarter of Fiscal 2025GSI Technology, Inc. provided revenue guidance for the first quarter of fiscal 2025. The company current expectations for the first quarter of fiscal 2025 net revenues in a range of $4.6 million to $5.2 million.
お知らせ • Apr 20GSI Technology, Inc. to Report Q4, 2024 Results on May 02, 2024GSI Technology, Inc. announced that they will report Q4, 2024 results After-Market on May 02, 2024
Seeking Alpha • Apr 05GSI Technology's Market May Be Too Narrow For ProfitabilitySummary GSI Technology has reached a major milestone in their APU product development, showing signs of progression. Despite the positive signs, GSI is on the clock to bring their products to market as the firm has 7 quarters of cash remaining on the balance sheet. In my opinion, if hyperscaler penetration is not achieved & the satellite sales cycle is pushed back, GSI should consider an equity sale or M&A for survival. Read the full article on Seeking Alpha
分析記事 • Apr 03GSI Technology, Inc.'s (NASDAQ:GSIT) Shares Climb 28% But Its Business Is Yet to Catch UpDespite an already strong run, GSI Technology, Inc. ( NASDAQ:GSIT ) shares have been powering on, with a gain of 28% in...
お知らせ • Apr 02GSI Technology Announces Production Release of Two Gemini-I® Apu ServersGSI Technology, Inc. announced the release in production of two high capacity, low power server products. The Leda-E and Leda-S boards incorporate the Gemini-I® APU, capable of 1.2 POPs at 80W and 800 TOPs at 40W, respectively. The new server offerings are available as a single 2U server of eight Leda-E™ boards at 10 POPs, and a 1U server of sixteen Leda-S™ boards, totaling 13 POPs. GSI's true compute-in-memory technology has proven differentiated capabilities in large (billion item) database search and high-performance compute applications, such as facial recognition, drug discovery, Opensearch, and object detection and re-identification. The low 1.2kW full server power of these formidable systems unlocks the potential for the 1U server to be used in mobile or remote applications. Single card versions of the Gemini-I have shown six-fold performance improvement over the Xeon® CPU for seed location filtering in DNA read mapping by Cornell University1. Similarly, the Gemini-I® has shown equivalent performance to the A100 for cryptography applications, such as high throughput hash-based security protocols, as demonstrated by Northern Arizona University (NAU)2. NAU found that an 8-card APU server would be compelling for further evaluation due to its smaller form factor in a 2U server compared to an equivalent A100 GPU system. Server systems based on GSI’s production Gemini-I APU chip come pre-bundled with an application development compiler and can be further customized with Real-Time Fast Back Projection software or Fast Vector Search support.
Seeking Alpha • Mar 07GSI Technology: Getting Ready To Test Gemini-II, III Still Far OffSummary GSI Technology, Inc. is one of our few tech picks in which we have a lot of belief, but is held speculatively and in small quantities. Its price has risen substantially of late, displaying meme-like qualities. Liquidity is beginning to creep up, but it's nothing like the last time it got hyped. There isn't any major news, and the story of GSI Technology is known. We would have expected it to already move correlated to the general enthusiasm around AI and computing. We suspect there will be another pop and then a fall, for it to settle down again later to levels where investors looking to see the outcome of the commercialization plan are holders. Read the full article on Seeking Alpha
分析記事 • Feb 11Is GSI Technology (NASDAQ:GSIT) In A Good Position To Invest In Growth?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Reported Earnings • Jan 26Third quarter 2024 earnings released: US$0.26 loss per share (vs US$0.20 loss in 3Q 2023)Third quarter 2024 results: US$0.26 loss per share (further deteriorated from US$0.20 loss in 3Q 2023). Revenue: US$5.32m (down 18% from 3Q 2023). Net loss: US$6.60m (loss widened 37% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
分析記事 • Jan 15GSI Technology, Inc.'s (NASDAQ:GSIT) Revenues Are Not Doing Enough For Some InvestorsGSI Technology, Inc.'s ( NASDAQ:GSIT ) price-to-sales (or "P/S") ratio of 2.5x might make it look like a buy right now...
お知らせ • Jan 12GSI Technology, Inc. to Report Q3, 2024 Results on Jan 25, 2024GSI Technology, Inc. announced that they will report Q3, 2024 results After-Market on Jan 25, 2024
New Risk • Nov 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 29% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$179k sold). Market cap is less than US$100m (US$57.7m market cap).
Reported Earnings • Oct 29Second quarter 2024 earnings released: US$0.16 loss per share (vs US$0.13 loss in 2Q 2023)Second quarter 2024 results: US$0.16 loss per share (further deteriorated from US$0.13 loss in 2Q 2023). Revenue: US$5.71m (down 36% from 2Q 2023). Net loss: US$4.06m (loss widened 26% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • Oct 27GSI Technology, Inc. Provides Revenue Guidance for the Third Quarter of Fiscal 2024GSI Technology, Inc. provided revenue guidance for the third quarter of fiscal 2024. For the quarter, the company expected net revenues in a range of $5.4 million to $6.2 million.
お知らせ • Oct 19GSI Technology, Inc. Announces Tape-Out of the Gemini-II APUGSI Technology, Inc. announced tape-out of the Gemini-II Associated Processing Unit, its second generation of the patented compute-in-memory APU family, on TSMC’s 16nm process. Gemini-II will bring significant performance enhancements over Gemini-I with more than ten times the processing performance with eight times the memory density compared to Gemini-I. These upgrades provide 184 TOPS (8bit adds) and more than 5.8 Peta OPS for Boolean operations at 1.4GHz operation. Gemini-II’s combination of high processing power, large built-in memory with tremendous bandwidth with reduced power consumption and latency provides a best-in-class solution for AI applications. Gemini-II contains 1 million Bit Processors in six megabytes of associative compute memory tightly connected to 96 megabytes of distributed SRAM with a huge 46 terabyte per second bandwidth. The Gemini APU implements bit-granular processing, which allows users fully flexible cycle by cycle data format operation, an inherent advantage versus other parallel processors. Gemini-II is a complete package that includes a DDR4 controller and external interfaces for PCIe Gen4 by 16, and PCIe Gen4 by 4. This integrated solution offers substantial processing capabilities, being suitable for both low power data center expansion and enabling data center functions at the edge. This empowers local execution of computationally intensive tasks, increasing the capabilities of edge applications like advanced driver assistance systems for automobiles, and HPC in delivery drones, autonomous robots, unmanned aerial vehicles, and satellites.
お知らせ • Oct 17GSI Technology, Inc. to Report Q2, 2024 Results on Oct 26, 2023GSI Technology, Inc. announced that they will report Q2, 2024 results After-Market on Oct 26, 2023
分析記事 • Oct 04Is GSI Technology (NASDAQ:GSIT) In A Good Position To Invest In Growth?Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Recent Insider Transactions • Aug 29Co-Founder recently sold US$66k worth of stockOn the 24th of August, Robert Yau sold around 19k shares on-market at roughly US$3.50 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$91k.
お知らせ • Aug 11GSI Technology, Inc. Introduces Python-Based Copperhead Compiler Suite to Unleash the Full Power of Gemini APU for Flexible Ai and High-Performance ComputingGSI Technology, Inc. announced the beta launch of its Copperhead compiler stack. This technology is specifically designed to complement the Gemini APU, an innovative compute-in-memory device engineered to excel in high-performance, low-power applications such as search, generative AI retrieval, HPPC, and more. The Copperhead compiler suite, a Python-based tool, unlocks the full potential of the Gemini APU's impressive capabilities, including its associative, massively parallel, non-Von-Neumann bit-processing. This tool empowers developers to create custom frameworks at bit-level granularity, facilitating the simulation and execution of new algorithms that will run at remarkable speeds on currently available production APU hardware. Copperhead seamlessly integrates LPython, a user-friendly open-source compiler, combining the ease and expertise of Python programming with code performance comparable to C. Developers can create optimum data frameworks to harness Gemini APU's unique capabilities for their algorithms. The Copperhead suite also works seamlessly with already available Gemini APU libraries, enabling rapid application development. GSI will be open sourcing the emulation tools of Copperhead to enable community development of applications and libraries for the AI and HPPC markets. Emowering Developers with Programmable Frameworks: Gemini APU's bit-programmable microcode sets it apart. This approach fosters ongoing optimization and development improvements. Together, the Gemini APU and Copperhead Compiler Suite give developers resources to create solutions, representing a significant leap forward in utilizing the computing power of the Gemini APU and enabling diverse applications to thrive.
New Risk • Aug 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$90.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (63% average weekly change). Earnings have declined by 31% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (US$90.8m market cap).
お知らせ • Jul 30GSI Technology, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2024GSI Technology, Inc. provided earnings guidance for the second quarter of fiscal 2024. For the second quarter of fiscal 2024, the company expects net revenues in a range of $5.2 million to $6.0 million, with gross margin of approximately 56% to 58%.
Reported Earnings • Jul 28First quarter 2024 earnings released: US$0.21 loss per share (vs US$0.16 loss in 1Q 2023)First quarter 2024 results: US$0.21 loss per share (further deteriorated from US$0.16 loss in 1Q 2023). Revenue: US$5.59m (down 37% from 1Q 2023). Net loss: US$5.11m (loss widened 28% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
New Risk • Jul 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (63% average weekly change). Earnings have declined by 34% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
お知らせ • Jul 18GSI Technology, Inc., Annual General Meeting, Aug 24, 2023GSI Technology, Inc., Annual General Meeting, Aug 24, 2023, at 14:00 Pacific Daylight. Agenda: To elect seven persons to serve on Board of Directors until the next annual meeting of stockholders and until their respective successors are duly elected and qualified; to ratify the appointment of BDO USA, P.A. as independent registered public accounting firm for the fiscal year ending March 31, 2024; to vote on an advisory (non-binding) resolution regarding the fiscal 2023 compensation of the executive officers named in the Summary Compensation Table included in the proxy statement for the annual meeting; to vote on an advisory resolution regarding the frequency of future advisory votes on executive compensation; and to transact such other business.
お知らせ • Jul 14GSI Technology, Inc. to Report Q1, 2024 Results on Jul 27, 2023GSI Technology, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 27, 2023
New Risk • Jul 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (64% average weekly change). Earnings have declined by 34% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Reported Earnings • Jun 29Full year 2023 earnings released: US$0.65 loss per share (vs US$0.67 loss in FY 2022)Full year 2023 results: US$0.65 loss per share (improved from US$0.67 loss in FY 2022). Revenue: US$29.7m (down 11% from FY 2022). Net loss: US$16.0m (loss narrowed 2.4% from FY 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • May 18Full year 2023 earnings released: US$0.65 loss per share (vs US$0.67 loss in FY 2022)Full year 2023 results: US$0.65 loss per share (improved from US$0.67 loss in FY 2022). Revenue: US$29.7m (down 11% from FY 2022). Net loss: US$16.0m (loss narrowed 2.4% from FY 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • May 04GSI Technology, Inc. to Report Q4, 2023 Results on May 16, 2023GSI Technology, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on May 16, 2023
分析記事 • Mar 03Here's Why We're Watching GSI Technology's (NASDAQ:GSIT) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Reported Earnings • Jan 27Third quarter 2023 earnings released: US$0.20 loss per share (vs US$0.19 loss in 3Q 2022)Third quarter 2023 results: US$0.20 loss per share (further deteriorated from US$0.19 loss in 3Q 2022). Revenue: US$6.45m (down 20% from 3Q 2022). Net loss: US$4.81m (loss widened 5.0% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 27GSI Technology, Inc. Provides Revenues Guidance for the Fourth Quarter of Fiscal Year 2023GSI Technology, Inc. provided revenue guidance for the fourth quarter of Fiscal year 2023. For the period, the company expects net revenues in a range of $5.0 million to $5.6 million.
お知らせ • Jan 13GSI Technology, Inc. to Report Q3, 2023 Results on Jan 26, 2023GSI Technology, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 26, 2023
お知らせ • Dec 18GSI Technology, Inc. Announces Board ChangesOn December 15, 2022, Kim Le, a member of the Board of Directors of GSI Technology, Inc. (the “Corporation”) and the Chair of the Audit Committee thereof, resigned from the Board of Directors and the Audit Committee for personal reasons. Ms. Le did not advise the Corporation of any disagreement with the Company on any matter relating to its operations, policies or practices. Following Ms. Le’s resignation, Jack Bradley, another member of the Audit Committee and the Lead Director, was elected Chair of the Audit Committee and director Elizabeth Cholawsky joined the Audit Committee. Additionally, Barbara Nelson was elected to replace Mr. Bradley as the Chair of the Nominating and Corporate Governance Committee.
Reported Earnings • Oct 28Second quarter 2023 earnings released: US$0.13 loss per share (vs US$0.19 loss in 2Q 2022)Second quarter 2023 results: US$0.13 loss per share (improved from US$0.19 loss in 2Q 2022). Revenue: US$8.95m (up 15% from 2Q 2022). Net loss: US$3.23m (loss narrowed 29% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 28GSI Technology, Inc. Provides Earnings Guidance for the Third Quarter of 2023GSI Technology, Inc. provided earnings guidance for the third quarter of 2023. For the period, the company expects net revenues in a range of $6.3 million to $7.3 million.
お知らせ • Oct 13GSI Technology, Inc. to Report Q2, 2023 Results on Oct 27, 2022GSI Technology, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022
