Headquartered in Sunnyvale, CA Fiscal year ends June NASDAQ: AOSL aosmd.com
Alpha and Omega Semiconductor Limited (AOS) designs, develops and supplies power semiconductors globally. Its portfolio includes discrete power devices, wide bandgap power devices, power management ICs and modules, spanning Power MOSFET, SiC, IGBT, IPM, TVS, HV Gate Drivers, Power IC and Digital Power products. The company combines its Discrete and IC process technology, product design and advanced packaging know-how to build power management solutions for high-volume applications. These include PCs, graphics cards, data centers, AI servers, smartphones, consumer and industrial motor controls, TVs, lighting, automotive electronics and power supply units.
AOS reports revenue across four end-market segments: Computing, Consumer, Communications, and Power Supply and Industrial. By product type, revenue is split into DMOS, Power IC, and assembly service and other.
The company is shifting its mix toward higher-performance applications:
- AI and server power solutions, such as medium-voltage MOSFETs for intermediate bus converters, now account for about 20% of revenue.
- Battery protection products serve a Tier One U.S. smartphone customer.
- Industrial lines include power tools, DC fans for server cooling, and E-Mobility.
AOS also holds a 15.1% equity method stake in a China joint venture (CQJV). Updated
The mix shift to AI and server power, now about 20% of revenue from 5.5% a year ago, halved the expected loss. Management guided December quarter revenue to about $180 million, counter-seasonal growth even as traditional PC sales fell sequentially.
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Alpha and Omega Semiconductor Limited (AOS) designs, develops and supplies power semiconductors globally. Its portfolio includes discrete power devices, wide bandgap power devices, power management ICs and modules, spanning Power MOSFET, SiC, IGBT, IPM, TVS, HV Gate Drivers, Power IC and Digital Power products.
The Wall Street consensus 12-month price target for AOSL is $40.50.
