No current positioning snapshot.
Current snapshotPublic companyResearch currentFresh
ALPHA & OMEGA SEMICONDUCTOR Ltd
Power Electronics · Physical AI
SignalWATCHReviewed 25 Oct 2026
Power Electronics exposure in Physical AI.
Alpha and Omega Semiconductor Limited sells power discretes and power ICs used in power converters; company investor site
Catalysts
Next hard date: FQ1 FY2027 results 2026-11-05 after close (company notice 2026-10-13). FQ4 FY2026 (8-K filed 2026-08-12, items 2.02/9.01): revenue $170.4M (-3.5% YoY, +4.0% QoQ), GAAP gross margin 23.1% (vs 21.1% in FQ3, 23.4% a year ago), GAAP operating loss $11.0M, GAAP net loss $13.1M (-$0.43/sh diluted), non-GAAP net loss $4.0M (-$0.13/sh) - the trough quarter is still loss-making, so AI/server power demand is not yet visible in the P&L. Product: 2026-09-08 launched alphaMOS E2 600V super-junction MOSFETs (AOGT037V60DE2 / AOGT060V60DE2) in the GTPAK top-side-cooled package for servers, telecom rectifiers, solar inverters and motor drives - the server-power attach point, with no design-win revenue disclosed. Sources: AOSL press release 2026-08-12 and 2026-10-13 (investor.aosmd.com); SEC 8-K 2026-08-12 items 2.02/9.01; AOSL product release 2026-09-08.
Invalidation
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
Latest change
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Capital in context
Mapped funds and investors
Direct relationships supported by published evidence.
Reported holdings as-of
No sourced relationships mapped yet.
Disclosed investment history
No sourced relationships mapped yet.
Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.
needs primary source validation — no X/Reddit signal yet
Lower-confidence snapshotTarget price: $37.70
Dated research targetMoat & position
- Evidence Grade
- Inferred
- Toll Road Tier
- Weak proxy
2026-11-05 · earnings