Associative Processing Unit (APU)

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GSI (GSIT) Earnings Call Presentation
2025-06-24 09:55
Company Overview - GSI Technology was established in 1995 and had its IPO in 2007[7] - The company has invested $150 million into APU development[7] - GSI Technology has 148 employees worldwide, with 86 dedicated to APU[6] - Insider ownership is at 27%[6] Financial Performance - FY 2025 annual revenue reached $205 million[6] - Cash and cash equivalents totaled $134 million as of March 31, 2025[6] - The company's market capitalization is $942 million[6] - Strategic cost-cutting is expected to generate annualized savings of approximately $35 million[39] - The sale and lease-back of Sunnyvale, CA HQ generated $113 million[39] Market and Product Strategy - The AI semiconductor TAM is projected to reach $312 billion by 2029[15] - The space semiconductor TAM is expected to grow to $48 billion by 2032[14] - GSI is targeting a >$100 million annual market opportunity in radiation-tolerant applications, with ASP up to $30K and 90%+ gross margin[18] - APU reduces operating costs by 80% and power usage by 90% compared to traditional solutions based on AWS benchmark with 1 Billion Dataset[29]
GSI Technology to Announce Fiscal Fourth Quarter and Year End 2025 Results on May 1, 2025
Globenewswire· 2025-04-17 12:00
Core Viewpoint - GSI Technology, Inc. will announce its financial results for the fiscal fourth quarter and year ended March 31, 2025, on May 1, 2025, after market close, and will provide an outlook for the first quarter of fiscal 2026 during a conference call [1]. Company Overview - GSI Technology, Inc. is a leading provider of semiconductor memory solutions, founded in 1995, with a focus on developing new products that leverage its core strengths, including radiation-hardened memory products and the Gemini-I associative processing unit for AI applications [4]. - The company is headquartered in Sunnyvale, California, and has sales offices across the Americas, Europe, and Asia [4]. Financial Results Announcement - The financial results announcement will take place after market close on May 1, 2025, with a conference call scheduled for 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) on the same day [1]. - Participants can join the call by dialing specific numbers provided for U.S. and international callers, approximately 10 minutes before the start time [2]. Call Replay Information - A replay of the conference call will be available from May 1, 2025, at 7:30 p.m. Eastern Time until May 8, 2025, at 11:59 p.m. Eastern Time, with specific dialing instructions for U.S. and international callers [3]. - The webcast of the call will be archived on the company's investor relations website under the Events and Presentations tab [3].