GSI Technology
Designs high-speed SRAM and APU products for networking, computing, and search applications.
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Profile
Designs and sells high-speed synchronous SRAM products for networking, telecommunications, test-and-measurement, and defense markets. Its fabless business also commercializes Gemini APU technology and Leda server products for AI, high-performance computing, and vector-search workloads; SRAM funds that commercialization.
Designs high-speed synchronous SRAM products for networking and telecommunications, test-and-measurement, and military, defense, and aerospace markets. The product base finances commercialization of its Associative Processing Unit technology.
Gemini-I APU-powered Leda-E and Leda-S server boards target AI, high-performance computing, and fast vector-search applications. The legacy product line serves established networking and communications uses, while APU products extend the design portfolio into compute-in-memory applications. The company operates as a fabless semiconductor designer.
Operations span Sunnyvale, Taiwan, and Israel. Founder Lee-Lean Shu remains President, CEO, and Chairman. The business depends on its established SRAM products to fund APU commercialization.
Company facts
Key statistics
Year to date −15.4% · Average volume (30d) 552.9K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q1 FY27 | −$0.19 | −$0.13 | +31.6% | $7.3M | $6.3M | −13.5% | −3.94% |
| May 7, 2026Q4 FY26 | −$0.19 | −$0.13 | +31.6% | $7.3M | $6.3M | −13.4% | +3.81% |
| Jan 29, 2026Q3 FY26 | — | −$0.09 | — | — | $6.1M | — | −4.24% |
| Oct 30, 2025Q2 FY26 | — | −$0.11 | — | — | $6.4M | — | −17.81% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.9M | $6.3M | $6.4M | $6.1M | $6.3M | $6.3M | |
| Gross profit | $3.3M | $3.7M | $3.5M | $3.2M | $3.3M | $3.4M | |
| Operating income | −$2.3M | −$2.2M | −$3.2M | −$6.9M | −$5.2M | −$5.4M | |
| Net income | −$2.2M | −$2.2M | −$3.2M | −$3.0M | −$4.8M | −$4.8M | |
| Diluted EPS | −$0.09 | −$0.08 | −$0.11 | −$0.09 | −$0.13 | −$0.13 | |
| Gross margin | 56.1% | 58.1% | 54.8% | 52.7% | 52.4% | 53.4% | |
| Operating margin | -38.7% | -34.6% | -49.5% | -113.7% | -82.4% | -85.3% |
Fiscal years (4-quarter sums)FY22 $33.4M · FY23 $29.7M · FY24 $20.7M · FY25 $20.5M · FY26 $25.1M
Revenue by geography · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $77.0M · Total debt $8.2M · Total assets $108.5M · Shareholders' equity $91.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 38.37M · Float 33.10M · 86.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Lee-Lean Shu | 3.65M | 9.80% | 13G | Feb 6, 2026 |
| Lee-Lean Shu · director, 10 percent owner, officer: Pres., CEO and Chairman | 2.51M | 6.55% | Form 4 | May 14, 2026 |
| BlackRock, Inc. | 2.37M | 6.20% | 13G | Jul 28, 2026 |
| Galloway Capital SPV I, LLC | 1.82M | 5.02% | 13D | Feb 18, 2026 |
| Vanguard Capital Management LLC | 1.35M | 3.52% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 26, 2026 | Ping Tak Wu | officer: VP, U.S. Operations | −30,000 | $11.01 |
| May 22, 2026 | Bor-Tay Wu | officer: VP, Taiwan Operations | −40,000 | $10.93 |
| May 21, 2026 | Didier Lasserre | officer: VP, Sales | −30,000 | $9.31 |
| May 13, 2026 | Lee-Lean Shu | director, 10 percent owner, officer: Pres., CEO and Chairman | −10,313 | $12.51 |
| May 12, 2026 | Ping Tak Wu | officer: VP, U.S. Operations | −11,763 | $10.80 |
Peers
- Nvidia
In-place associative computing and AI hardware rival
- Intel
In-place associative computing and AI hardware rival
