GSI Technology 과거 순이익 실적
현재 이 회사의 최신 실적 보고서를 처리하고 있습니다
과거 기준 점검 0/6
GSI Technology은 연평균 9.9%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 연평균 1.8%의 비율로 증가했습니다. 매출은 연평균 9.2%의 비율로 감소했습니다.
핵심 정보
9.93%
순이익 성장률
12.31%
주당순이익(EPS) 성장률
| Semiconductor 산업 성장률 | 27.66% |
| 매출 성장률 | -9.17% |
| 자기자본이익률 | -12.74% |
| 순이익률 | -43.15% |
| 최근 순이익 업데이트 | 31 Dec 2025 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • Jan 13
GSI Technology: A Speculative Buy Scaling To Profitability
Summary GSI Technology is rated a Buy due to its revolutionary APU technology targeting edge AI markets and a healthy, debt-free balance sheet. GSIT's legacy SRAM business is rebounding, with 38–41% YoY revenue growth, while the transformative APU segment aims for H1 2026 shipments. Cornell University validated GSIT's APU as dramatically faster and 98% more energy-efficient than GPUs, positioning GSIT for significant AI cost disruption. Key risks include cyclicality in semiconductor pricing and GSIT's dependence on TSMC's wafer capacity for scaling APU production. Read the full article on Seeking Alpha분석 기사 • Jan 11
There's Reason For Concern Over GSI Technology, Inc.'s (NASDAQ:GSIT) Massive 37% Price Jump
Despite an already strong run, GSI Technology, Inc. ( NASDAQ:GSIT ) shares have been powering on, with a gain of 37% in...분석 기사 • Oct 31
GSI Technology, Inc. (NASDAQ:GSIT) Stock Rockets 201% As Investors Are Less Pessimistic Than Expected
The GSI Technology, Inc. ( NASDAQ:GSIT ) share price has done very well over the last month, posting an excellent gain...분석 기사 • Oct 10
Companies Like GSI Technology (NASDAQ:GSIT) Are In A 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...분석 기사 • Sep 04
GSI Technology, Inc.'s (NASDAQ:GSIT) 27% Share Price Plunge Could Signal Some Risk
GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders won't be pleased to see that the share price has had a very rough...분석 기사 • Jul 18
Revenues 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...분석 기사 • Jun 14
We're Keeping An Eye On GSI Technology's (NASDAQ:GSIT) Cash Burn Rate
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...분석 기사 • Mar 21
GSI Technology, Inc. (NASDAQ:GSIT) Shares May Have Slumped 31% But Getting In Cheap Is Still Unlikely
GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders won't be pleased to see that the share price has had a very rough...분석 기사 • Jan 18
Revenues 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...분석 기사 • Oct 04
GSI Technology, Inc.'s (NASDAQ:GSIT) Shares Climb 36% But Its Business Is Yet to Catch Up
GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders have had their patience rewarded with a 36% share price jump in the...분석 기사 • Sep 28
Is 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...분석 기사 • Aug 13
GSI Technology, Inc.'s (NASDAQ:GSIT) 29% Dip In Price Shows Sentiment Is Matching Revenues
The GSI Technology, Inc. ( NASDAQ:GSIT ) share price has fared very poorly over the last month, falling by a...Seeking Alpha • Apr 05
GSI Technology's Market May Be Too Narrow For Profitability
Summary 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 Alpha분석 기사 • Apr 03
GSI Technology, Inc.'s (NASDAQ:GSIT) Shares Climb 28% But Its Business Is Yet to Catch Up
Despite an already strong run, GSI Technology, Inc. ( NASDAQ:GSIT ) shares have been powering on, with a gain of 28% in...Seeking Alpha • Mar 07
GSI Technology: Getting Ready To Test Gemini-II, III Still Far Off
Summary 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 Alpha분석 기사 • Feb 11
Is 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...분석 기사 • Jan 15
GSI Technology, Inc.'s (NASDAQ:GSIT) Revenues Are Not Doing Enough For Some Investors
GSI Technology, Inc.'s ( NASDAQ:GSIT ) price-to-sales (or "P/S") ratio of 2.5x might make it look like a buy right now...분석 기사 • Oct 04
Is 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...분석 기사 • Mar 03
Here's Why We're Watching GSI Technology's (NASDAQ:GSIT) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...분석 기사 • Oct 12
GSI Technology (NASDAQ:GSIT) Is 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...Seeking Alpha • Sep 13
GSI Technology Offers APU Cloud Access, Waits For Big SRAM Order
Summary Major SRAM order is expected to come in the new quarter, being delayed from the expected delivery last quarter. The cloud access at Searchium.ai to the APU is going to become available this quarter, which will start more open-source work with the APU. Python compiler is now out for the APU, so developer work from outside the company is finally able to start on the APU and its APIs and libraries. Gemini-II is expected to come out in about a year's time from today, and they continue to try to create interest for the APU in defense markets. No more China manufacturing plans to limit COVID-19 risks, cash burn should be around $2-3 million per quarter and cash covers it for 8 quarters, and GSIT remains a buy. Let's talk about one of our VC style exposures in the portfolio, GSI Technology (NASDAQ:GSIT). Cash burn continues, and sales growth is still moderate, waiting on a massive prototype order in their SRAM "legacy" business which could double annual sales when it comes through. The APU continues progress on the software side with the release of Python support and the soon to be released Searchium.ai cloud access to the APU. The company is limiting China COVID-19 risk, and there's plenty of cash to cover the company for about 8 quarters in our estimation. It remains a buy, although we see the possibility of further dilution as the next gen Gemini will be done earlies in a year's time. Key Developments in Q1 for GSIT Gross profit is up 12% on modest topline growth but this is being absorbed by increases in R&D, so the operating losses are only decreasing by about 6%. The SRAM business continues to create revenue growth, but the major prototype order hasn't kicked in yet which is supposed to supercharge revenues by a factor of 2x on the annual basis. While expected this quarter, and while the parts and product is ready, customers asked for some more specs, and the order is expected to be completed in the quarter after this reported one. This should help bolster cash balances, or at least help move R&D along. This prototype order could potentially be the same revenue magnitude of all of our radiation hardened orders in the last fiscal year. As a reminder, Rad-Hard is a high-growth profit product for us. And if a few of these prototypes move into production, it could add incrementally to fiscal years 2023 and 2024 revenues. Didier Laserre, CFO of GSIT From a development perspective, a major thing has happened which is now there is a Python compiler for the APU. Moreover, the APU will be delivered by cloud on Searchium.ai as of the coming quarter, and will require institutes and others who want access to subscribe. While the cash flow might not be very significant, it at least means that developers outside of the company can get their hands on it and the open-source process of library building and other development can start on the basis of this APU. They will be adding some of the high level applications useful in ML in the coming quarter as well. Hopefully this will create some access and usability to drum up interest from institutions who might bring forwards some useful applications themselves to create a market for the product. While it's a bit early to call demand-side economics a driver for GSIT, it is something we're thinking about further down the line. We've also got more info on the Gemini-II developments, which is that it will be about a year before that is done. The designs are finished, but it hasn't been produced yet. For now, they'll have to drum up interest on the basis of the Gemini-I competition results, where it has performed well in some important applications that has apparently created some interest in the defense industry.Seeking Alpha • Jun 30
GSI Technology's Legacy Business Limits Reflexivity On Long Road To Commercialization
GSI Technology is an exciting stock that is focusing on search and recommendation computing markets with APU. In July, GSIT will release a new version of their software which will allow partners to engage with their chip in Python, making it more accessible. Cash burn should be around $18-24 million this year, and cash reserves cover that before dilution, but the legacy business is more vigorous than previously thought, reducing cash burn forecasts. With new designs for the Gemini-II chip expected at the end of the year, but also potentially a doubling of revenue from the Rad-Hard prototype, things look decent for GSIT. Nonetheless, commercialisation for Gemini is going to take longer than expected, probably a few years, but at least reflexivity is limited. Still a buy, but for the long-term. Published on the Value Lab 29/6/22 GSI Technology (GSIT) is one of many stocks that still relies on capital markets and has suffered as share reflexivity has taken its toll on the fundamental prospects for equity holders. The company is a long way from becoming cash positive again with its new APU endeavour dominating the cost structure, and more cash burn is to come as that mission matures, but since last time we have gotten more clarity on timelines. They are close to releasing a new platform for developers to better engage with the Gemini-I and test their algorithms, and they are also designing the Gemini-II which will be the production model. We get more clarity on business development, and how the company is only just beginning the transition to thinking about marketing the Gemini for customers. Finally, the legacy businesses is growing better than expected, and new contracts incoming help it to produce stronger cash flows to mitigate capital market needs for the Gemini development. Overall, GSIT remains speculative, but the stock is interesting and improving its ability to self-sustain their growth opportunity and limit capital markets and reflexivity risks. We continue to be long. FY Updates: Commercialisation Far Off In our previous articles on GSIT, we were developing our understanding of what the chip might be useful for, thinking about its various applications in search and recommendation but also beyond in the world of neural networks which are becoming more and more computationally intensive, concluding that its markets could be wider than just search and recommendation based on how neural networks are being structured these days according to some best practices. However, the focus of these articles has been on the markets, and it's been a while since the company has given concrete information on its own business development. With important release dates just about to come up, it's time to touch base and update the company's financial picture as well, which is strengthening thanks to the legacy business improving its performance and creating more margin against needing to go to capital markets. This is important, since the GSIT stock has fallen 15% since last coverage and 30% YTD, and relies on equity and not debt financing in addition to operational cash flows. The FY business updates focus on a few key things, and give us a much clearer timeline than we had before. First of all, the delays in the full release of the compiler stack have continued, pushed back about 6 months, with the current date as of May being a July release. According to management, the additional time taken was to make it available in Python (not originally part of the plan) which is a language that is much more widely used and includes non-computer scientists like data scientists and entities like university faculties that have less resources. Currently, dozens of integrators and other entities are using the chip for their experiments, mainly through the cloud hosted by Israeli and US-based data centers, and the release of this compiler stack should make the chip usable to a much broader range of entities. Moreover, the chip continues to perform at the top in tests and competitions in order to win attention from organisations like the Department of Defense. The applications are in computer vision, unsurprising given the advantages of the APU, and in other applications that are matrix intensive. These tests work with datasets provided by reputable organisations like the MAFAT challenge from Israeli Defense Ministry and other major conferences. GSI is winning and leading competitions not only in its core markets of recommendation and search, but also more generally with AI applications based on neural networks for important and attractive markets like defense and security. The company's APU endeavour is just a software development team at this point, and is only just now beginning to put together a marketing force that can try court entities like the DoD as well as next-gen warfare agencies and of course corporations. This is being done in tandem with development of the next design for the Gemini APU, the Gemini-II, which will incur expenses for design towards the end of the calendar year. This next design will try to improve the price performance of the APU and get it more ready for production. But to be clear, there is no infrastructure in place yet for production, and getting foundries involved hasn't even started yet. With the designs for the production chip not even out, and most of the engagement with the Gemini-I happening through the cloud (because there aren't many Gemini-I models in existence), the commercialisation of the Gemini is still very far off. Cash Burn & Financials The company is expecting the cash burn to be similar in 2023 fiscal year as it was in 2022 at around $14 million. Cash fell by about $10 million YoY with net losses for the full year with the net change in stockholders equity indicating about $4 million in equity raisings (5% of market cap) which is not very much, and management expects that same rate of cash burn (of about $14-15 million) also including the one time expense related to the design of the Gemini-II which should be around $2.5 million. Cash balances cover annual cash burn for about 2-3 years assuming no further equity raising. IS and BS Information (Q4 2022 PR) The financial picture continues to be consistent with the company's communicated story. The revenues are growing slightly with some growth in the revenue SRAM business, and gross profit is improving with better business mix with military and defense taking more share. This is offsetting a massive and growing R&D expense. R&D is about $24 million annually, with the next loss being around $18 million, and can be basically fully attributed to the Gemini APU efforts with the work on the stack compiler and also the Gemini-II design. Without the R&D expense the company would be at a profit and a pre-tax net margin around 15%. Improvements in the legacy business are giving GSIT a runway, and the dilution that is happening, about 5% of market cap, is being offset by the accumulation of net operating losses (NOLs) that constitute a cash tax asset for down the line. Currently they are around $14 million in value and can offset future tax liabilities. Beyond 2023 However, the rate of cash burn, already mitigated by the current run-rate from the legacy business, could come down assuming the same rate of R&D expenditure due to new important contracts. The company is working towards a contract that will start with a prototype shipment in the Q1 2023 (current quarter), and the magnitude of the orders associated with this contract could rival the current total revenues and therefore increment sales meaningfully further. These contracts would be realised later on though, likely creating revenue a year from now if the prototypes are a success, and could continue to help the improving sales picture beyond 2023 which has already seen YoY growth of 20% as of the latest FY 2022 report. Moreover, down the line, there is also talk of synergy between their legacy business, which includes Rad-Hard, of which prototypes are being shipped to satellite contractors, and the Gemini APUs. The businesses therefore are not without cross-marketing opportunities, and the legacy SRAM business is actually performing like more of a growth area these days with further sales to military and defense. We thought it would be a plodder in terminal decline but it's not, which changes the GSIT profile quite a lot as it shores up the operating cash flow streams for financing Gemini. Conclusions The company continues to develop its chip which is supposed to have bypassed key chip constraints, making it excellent in performance for certain applications which we've elaborated at length on SA. The specialization and value from this newly invented architecture is proving itself in challenges posted by reputable organisations, giving GSIT visibility to the likes of the DoD and Israeli defense. However, while the technology seems to be substantial, it is clear that they are very far from production of the APU, likely years away, where previously we worried about the current semiconductor shortages being a problem for their commercialisation. Those will likely resolve long before GSIT is in commercialisation phases of its Gemini. While this is a negative because it means the story lacks a catalyst, in the meantime, they accumulate NOLs that help deal with the fact that equityholders occasionally do get diluted due to high R&D, by about 5% per year it seems given cash burn projections, but likely less beyond 2023.매출 및 비용 세부 내역
매출 및 비용 세부 내역
GSI Technology가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Dec 25 | 25 | -11 | 11 | 17 |
| 30 Sep 25 | 24 | -12 | 11 | 14 |
| 30 Jun 25 | 22 | -14 | 11 | 15 |
| 31 Mar 25 | 21 | -11 | 11 | 16 |
| 31 Dec 24 | 20 | -13 | 11 | 18 |
| 30 Sep 24 | 20 | -15 | 11 | 21 |
| 30 Jun 24 | 21 | -14 | 11 | 21 |
| 31 Mar 24 | 22 | -20 | 12 | 22 |
| 31 Dec 23 | 22 | -20 | 13 | 22 |
| 30 Sep 23 | 23 | -18 | 12 | 20 |
| 30 Jun 23 | 26 | -17 | 12 | 22 |
| 31 Mar 23 | 30 | -16 | 12 | 24 |
| 31 Dec 22 | 33 | -15 | 11 | 25 |
| 30 Sep 22 | 35 | -15 | 12 | 26 |
| 30 Jun 22 | 34 | -16 | 12 | 25 |
| 31 Mar 22 | 33 | -16 | 12 | 25 |
| 31 Dec 21 | 32 | -18 | 11 | 24 |
| 30 Sep 21 | 31 | -19 | 11 | 24 |
| 30 Jun 21 | 30 | -20 | 11 | 24 |
| 31 Mar 21 | 28 | -22 | 11 | 23 |
| 31 Dec 20 | 29 | -20 | 11 | 23 |
| 30 Sep 20 | 32 | -20 | 11 | 25 |
| 30 Jun 20 | 37 | -16 | 11 | 25 |
| 31 Mar 20 | 43 | -10 | 11 | 25 |
| 31 Dec 19 | 47 | -7 | 11 | 25 |
| 30 Sep 19 | 52 | 0 | 11 | 22 |
| 30 Jun 19 | 53 | 2 | 11 | 22 |
| 31 Mar 19 | 51 | 0 | 11 | 21 |
| 31 Dec 18 | 50 | 1 | 11 | 20 |
| 30 Sep 18 | 46 | -3 | 10 | 19 |
| 30 Jun 18 | 43 | -5 | 10 | 18 |
| 31 Mar 18 | 43 | -5 | 10 | 17 |
| 31 Dec 17 | 42 | -6 | 11 | 17 |
| 30 Sep 17 | 42 | -4 | 11 | 17 |
| 30 Jun 17 | 46 | -2 | 11 | 17 |
| 31 Mar 17 | 48 | 0 | 11 | 16 |
| 31 Dec 16 | 50 | 1 | 10 | 15 |
| 30 Sep 16 | 51 | 0 | 13 | 14 |
| 30 Jun 16 | 52 | -1 | 15 | 13 |
| 31 Mar 16 | 53 | -2 | 17 | 12 |
| 31 Dec 15 | 54 | -5 | 21 | 12 |
| 30 Sep 15 | 55 | -4 | 20 | 12 |
| 30 Jun 15 | 55 | -4 | 20 | 12 |
양질의 수익: GSIT 은(는) 현재 수익성이 없습니다.
이익 마진 증가: GSIT는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: GSIT는 수익성이 없지만 지난 5년 동안 연평균 9.9%의 속도로 손실을 줄였습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 GSIT의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: GSIT은 수익성이 없어 지난 해 수익 성장률을 Semiconductor 업계(12.3%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: GSIT는 현재 수익성이 없으므로 자본 수익률이 음수(-12.74%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/13 05:42 |
| 종가 | 2026/05/13 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
GSI Technology, Inc.는 4명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tristan Gerra | Baird |
| Jayanta Datta | B. Riley Securities, Inc. |
| Rajvindra Gill | Needham & Company |