Alpha and Omega Semiconductor Limited

NasdaqGS:AOSL Stock Report

Market Cap: US$1.1b

Alpha and Omega Semiconductor Management

Management criteria checks 4/4

Alpha and Omega Semiconductor's CEO is Stephen Chang, appointed in Mar 2023, has a tenure of 1.75 years. total yearly compensation is $2.97M, comprised of 16.5% salary and 83.5% bonuses, including company stock and options. directly owns 1.02% of the company’s shares, worth $11.37M. The average tenure of the management team and the board of directors is 5.2 years and 8.1 years respectively.

Key information

Stephen Chang

Chief executive officer

US$3.0m

Total compensation

CEO salary percentage16.5%
CEO tenure1.8yrs
CEO ownership1.0%
Management average tenure5.2yrs
Board average tenure8.1yrs

Recent management updates

Recent updates

Alpha and Omega Semiconductor: AI Gains Meet Overheated Valuations

Dec 11

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Surges 37% Yet Its Low P/S Is No Reason For Excitement

Dec 04
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Surges 37% Yet Its Low P/S Is No Reason For Excitement

Investors Don't See Light At End Of Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Tunnel

Oct 12
Investors Don't See Light At End Of Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Tunnel

Alpha and Omega: Inventory Correction Behind, But Price Remains Overstretched

Oct 02

Alpha and Omega Semiconductor: What Is Driving The Rally Higher

Jul 17

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Surges 27% Yet Its Low P/S Is No Reason For Excitement

Jun 29
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Surges 27% Yet Its Low P/S Is No Reason For Excitement

Is Alpha and Omega Semiconductor (NASDAQ:AOSL) A Risky Investment?

Jun 21
Is Alpha and Omega Semiconductor (NASDAQ:AOSL) A Risky Investment?

There's Been No Shortage Of Growth Recently For Alpha and Omega Semiconductor's (NASDAQ:AOSL) Returns On Capital

May 09
There's Been No Shortage Of Growth Recently For Alpha and Omega Semiconductor's (NASDAQ:AOSL) Returns On Capital

Lacklustre Performance Is Driving Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Low P/S

Apr 17
Lacklustre Performance Is Driving Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Low P/S

Alpha and Omega Semiconductor: Some Positive And Some Not So Positive Signs

Jan 29

Some Investors May Be Worried About Alpha and Omega Semiconductor's (NASDAQ:AOSL) Returns On Capital

Jan 25
Some Investors May Be Worried About Alpha and Omega Semiconductor's (NASDAQ:AOSL) Returns On Capital

Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Share Price Boosted 30% But Its Business Prospects Need A Lift Too

Jan 04
Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Share Price Boosted 30% But Its Business Prospects Need A Lift Too

Does Alpha and Omega Semiconductor (NASDAQ:AOSL) Have A Healthy Balance Sheet?

Dec 14
Does Alpha and Omega Semiconductor (NASDAQ:AOSL) Have A Healthy Balance Sheet?

Alpha and Omega Semiconductor (NASDAQ:AOSL) Has A Pretty Healthy Balance Sheet

Sep 08
Alpha and Omega Semiconductor (NASDAQ:AOSL) Has A Pretty Healthy Balance Sheet

Alpha and Omega Semiconductor (NASDAQ:AOSL) Is Looking To Continue Growing Its Returns On Capital

Aug 17
Alpha and Omega Semiconductor (NASDAQ:AOSL) Is Looking To Continue Growing Its Returns On Capital

Returns At Alpha and Omega Semiconductor (NASDAQ:AOSL) Are On The Way Up

Apr 26
Returns At Alpha and Omega Semiconductor (NASDAQ:AOSL) Are On The Way Up

Alpha and Omega Semiconductor (NASDAQ:AOSL) Has A Rock Solid Balance Sheet

Feb 02
Alpha and Omega Semiconductor (NASDAQ:AOSL) Has A Rock Solid Balance Sheet

No Chips In On Alpha and Omega Semiconductor

Sep 27

CEO Compensation Analysis

How has Stephen Chang's remuneration changed compared to Alpha and Omega Semiconductor's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$19m

Jun 30 2024US$3mUS$490k

-US$11m

Mar 31 2024n/an/a

-US$9m

Dec 31 2023n/an/a

-US$17m

Sep 30 2023n/an/a

-US$8m

Jun 30 2023US$4mUS$471k

US$12m

Mar 31 2023n/an/a

US$29m

Dec 31 2022n/an/a

US$79m

Sep 30 2022n/an/a

US$456m

Jun 30 2022US$3mUS$351k

US$453m

Mar 31 2022n/an/a

US$458m

Dec 31 2021n/an/a

US$442m

Sep 30 2021n/an/a

US$72m

Jun 30 2021US$2mUS$312k

US$58m

Mar 31 2021n/an/a

US$38m

Dec 31 2020n/an/a

US$16m

Sep 30 2020n/an/a

US$2m

Jun 30 2020US$464kUS$284k

-US$7m

Compensation vs Market: Stephen's total compensation ($USD2.97M) is about average for companies of similar size in the US market ($USD3.30M).

Compensation vs Earnings: Stephen's compensation has been consistent with company performance over the past year.


CEO

Stephen Chang (47 yo)

1.8yrs

Tenure

US$2,969,062

Compensation

Mr. Stephen Chunping Chang serves as President at Alpha and Omega Semiconductor Limited since January 01, 2021 and serves as its Director since November 29, 2022. He was an Executive Vice President of Prod...


Leadership Team

NamePositionTenureCompensationOwnership
Mike Fushing Chang
Executive Chairman24.3yrsUS$2.11m14.14%
$ 157.3m
Stephen Chang
CEO & Director1.8yrsUS$2.97m1.02%
$ 11.4m
Yifan Liang
CFO & Corporate Secretary11.1yrsUS$1.12m0.48%
$ 5.4m
Wenjun Li
Chief Operating Officer3.3yrsUS$775.35k0.12%
$ 1.4m
Bing Xue
Executive Vice President of Worldwide Sales & Business Development7.1yrsUS$1.01m0.027%
$ 298.7k
Steve Sun
Vice President of Human Resources18.9yrsno datano data

5.2yrs

Average Tenure

60yo

Average Age

Experienced Management: AOSL's management team is seasoned and experienced (5.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Mike Fushing Chang
Executive Chairman24.3yrsUS$2.11m14.14%
$ 157.3m
Stephen Chang
CEO & Director2.1yrsUS$2.97m1.02%
$ 11.4m
Michael Salameh
Lead Independent Director11.1yrsUS$213.88k0.18%
$ 2.0m
King Owyang
Independent Director11.7yrsUS$181.88k0.22%
$ 2.4m
Lucas S. Chang
Independent Director8.1yrsUS$221.88k0.071%
$ 794.9k
Michael Pfeiffer
Independent Director10.9yrsUS$184.38k0.21%
$ 2.3m
Claudia Chen
Independent Director5.1yrsUS$198.88k0.076%
$ 847.3k
Hanqing Li
Independent Director3.1yrsUS$171.38k0.042%
$ 469.9k
So-Yeon Jeong
Independent Director3.1yrsUS$176.88k0.042%
$ 469.9k

8.1yrs

Average Tenure

69yo

Average Age

Experienced Board: AOSL's board of directors are considered experienced (8.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 11:06
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Alpha and Omega Semiconductor Limited is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David WilliamsBenchmark Company
Craig EllisB. Riley Securities, Inc.
Craig EllisCaris & Company