$AOSL

Alpha and Omega Semiconductor (AOSL) launched 600V Super Junction MOSFETs, AOGT037V60DE2 and AOGT060V60DE2, designed for high-efficiency, power-dense applications. The αMOS E2 platform offers enhanced ruggedness and thermal performance, targeting servers, solar inverters, and industrial systems. AOS claims the devices optimize electrical and thermal paths, boosting system reliability and performance.

Three chip stocks (NVTS, AOSL, WOLF) under $50 are highlighted for AI data center exposure. NVTS, designed for NVDA's 800V racks, expects AI infrastructure to exceed 33% of revenue by year-end. AOSL trades at a forward P/E of 8, with AI server revenue projected to surge over 60%. WOLF reports mixed Q4 results but sees AI data center revenue growth. All have cash cushions and upcoming catalysts.

Alpha and Omega Semiconductor (AOSL) reported Q4 2026 revenue of $170.4M, down 3.5% YoY but up 4% sequentially, driven by Advanced Computing growth. Non-GAAP EPS was a loss of $0.13 per share. The company expects Q1 2027 revenue of $176M and improved gross margins. Risks include Shanghai flooding and memory chip constraints.

The article highlights three chip stocks tied to AI data centers. Navitas (NVTS) is up 91% YTD, with Q2 revenue $10.5M and Q3 guidance $13.5M. Alpha and Omega (AOSL) trades at 8x forward earnings, with Q4 revenue $170.4M. Tower Semiconductor (TSEM) reported Q2 revenue $460M and raised 2028 revenue to $3.6B.

ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Alpha and Omega Semiconductor Reports Financial Results for Fiscal Fourth Quarter and Fiscal Year Ended June 30, 2026 SUNNYVALE, California, August 12, 2026 (BUSINESS WIRE) - Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL), today reported financial resul

BNN Bloomberg interview with Partners Group strategist Anastasia Amoroso links a recent chip sell-off to profit-taking after a sharp SOX index rise and Samsung’s profit surge. She argues AI infrastructure is shifting toward memory for inference, with a potential 18 to 24 month memory shortage. The article then lists 12 semiconductors, including SLAB and AOSL, citing 6-month share gains.

ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. aosl-20260708 0001387467 false 0001387467 2026-07-08 2026-07-08 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 8-K _________________________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Ex

Alpha and Omega Semiconductor EVP Bing Xue sold 4,916 shares of common stock on June 16, 2026, for about $231,000, at $47.09 per share, according to an SEC Form 4. The sale matched his largest recent trade size and was executed under a pre-arranged Rule 10b5-1 plan, with Xue retaining 123,660 shares.

Alpha and Omega Semiconductor (AOSL) hit a new 52-week high on Wednesday, trading up to $51.14 and last at $48.57 versus a prior close of $47.89 on volume of 383,610 shares. The company reported May 6 quarterly EPS of -$0.28 (vs -$0.34 expected) on revenue of $163.79M (vs $160.07M). Analysts’ consensus is “Hold” with an average target of $30.50.

Chen Claudia sold 3,844 shares of ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) at $39.47 ($0.15M total) on 2026-05-22 under a Rule 10b5-1 trading plan.