GSI Technology Q4 revenue rises driven by strong SRAM sales

GSI Technology

07/05/2026 22:55

Overview

U.S. AI hardware and SRAM chip maker's fiscal Q4 revenue rose 7.4% yr/yr

Company posted a Q4 net loss as operating expenses increased for chip development

Quarter-end cash balance was $67.2 mln, with no debt; new U.S. Army SBIR contract announced

Outlook

GSI Technology expects Q1 fiscal 2027 net revenues of $5.9 mln to $6.7 mln

Company sees Q1 fiscal 2027 gross margin of approximately 54% to 56%

GSI Technology expects fiscal 2027 focus on converting engagements into design wins and initial Gemini-II revenue

Result Drivers

SRAM DEMAND - Q4 revenue growth driven by continued demand from top SRAM customers

PRODUCT MIX - Gross margin decline in Q4 attributed to less favorable product mix

R&D SPENDING - Higher operating expenses in Q4 mainly due to ongoing Plato chip design, with some offset from SBIR awards

Company press release: ID:nGNXbcY7fG

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$6.32 mln
Q4 EPS
-$0.13
Q4 Net Income
-$4.82 mln
Q4 Operating Expenses
$8.52 mln
Q4 Operating Income
-$5.21 mln


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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)