GSI Technology Inc. (GSIT)
NASDAQ (NGS) NASDAQ (NGS) Primary 
GSI Technology: The Technology Is There, But It Lacks Execution
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.
GSI Technology Falls 21% in Three Months: Should You Buy the Dip?
GSIT faces challenges from AI market competition, product development risks, SRAM dependence, supply chain constraints and rising costs that could impact its growth and commercialization efforts.
GSI Technology Bets on Edge AI as APU Projects Point to 2027 Revenue Ramp
GSI Technology NASDAQ: GSIT is positioning its associative processing unit, or APU, technology for artificial intelligence workloads at the edge rather than in data centers, Vice President of Sales and Investor Relations Didier Lasserre said during a company presentation.
GSI Technology Incurs Q4 Loss Despite Strong AI and Defense Demand
GSIT incurs fiscal Q4 loss per share due to elevated research and development expenses, partly offset by growing AI chip and defense sector demand.
GSI Technology: SBIR Win Opens Addressable Edge-Case Drone Possibilities
GSI Technology delivered solid SRAM growth in Q4 and secured a key drone defense grant to prove their APU application with the US military. SRAM business grew 22% for the fiscal year, supporting R&D for the Gemini-III (Plato) platform, with reduced Q4 R&D expenses reducing net operating losses. SBIR grant win is a validation for the market of GSIT's APU technology in drones, targeting a June demonstration for the Department of Defense.
GSI Technology, Inc. (GSIT) Q4 2026 Earnings Call Transcript
GSI Technology, Inc. (GSIT) Q4 2026 Earnings Call Transcript
GSI Technology, Inc. (GSIT) Presents at IAccess Alpha Virtual Best Ideas Spring Investment Conference 2026 Transcript
GSI Technology, Inc. (GSIT) Presents at IAccess Alpha Virtual Best Ideas Spring Investment Conference 2026 Transcript
GSIT Q3 Loss Narrows Y/Y, Revenues Rise on Gemini-II Traction
GSI Technology's Q3 FY26 loss narrows year over year on 12% revenue growth, driven by SRAM demand and Gemini-II gains. R&D surges for next-gen APU, backed by $46.9M equity raise.
GSI Technology: A Speculative Buy Scaling To Profitability
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.
GSI Technology Q2 Loss Narrows Y/Y on SRAM Demand
GSIT incurs a narrower year-over-year loss in Q2 and revenues rise 42% year over year on strong SRAM demand, while lower Nokia sales and product mix weigh on margins.
GSI Technology, Inc. (GSIT) Q2 2026 Earnings Call Transcript
GSI Technology, Inc. ( GSIT ) Q2 2026 Earnings Call October 30, 2025 4:30 PM EDT Company Participants Lee-Lean Shu - Co-Founder, President, CEO & Chairman Didier Lasserre - Vice President of Sales Douglas Schirle - CFO & Corporate Secretary Conference Call Participants Robert Christian David Zalkowitz Michael Cooper Michael Roberts - Roberts Capital Advisors, LLC Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to GSI Technologies Second Quarter Fiscal 2026 Results Conference Call.
Equity Raise Sets Clear Price Tag On GSI Technology Stock
GSI Technology, Inc. secured a $50 million equity raise at $10 per share, strengthening its balance sheet and setting a floor on valuation. GSIT's SRAM business supports ongoing Gemini APU development, with new funding providing a runway for around 7 years at current cash burn rates. SRAM is also doing better and has even sequentially outperformed Q1 management comments with growth despite supply constraints.
