GSI TECHNOLOGY INC.

GSI Technology is pivoting its APU development to edge AI using compute-in-memory designs to cut power versus GPUs, focusing on low-power applications like drones, smart cities and defense. The company is deploying Gemini-II in current pilots and expects its next-generation Plato chip, optimized for lower-power LLM and robotics use, to be completed around March–April next year. GSI describes 2026 as a prototyping year with modest early revenues and anticipates volume AI revenue in 2027, citing possible large smart-city camera deployments and a Department of Defense demonstration as catalysts. Its profitable SRAM business and $67M cash position have funded R&D, with $175M self-funded into APU development and no debt reported. » More on finance.yahoo.com

GSI Technology's board concluded its review of strategic alternatives and determined that executing a standalone plan best serves shareholders. The company cited operational progress and a strengthened balance sheet after an October 2025 capital raise as enabling resources for its go-forward plan. Management will prioritize commercialization of high-performance memory and compute solutions, advancement of key customer programs and targeted capital allocation. GSI reported Q3 2026 revenue up 12% year-over-year, driven by strong demand for its SRAM products. » More on finance.yahoo.com

GSI Technology’s board has completed its review of strategic alternatives and the company will continue as a standalone entity. The decision is based on operational progress, a strengthened balance sheet following a capital increase in October 2025, and a strong liquidity ratio (Current Ratio 10.42). GSI plans to invest capital in commercializing its high‑performance memory and compute solutions (including Gemini‑I, Gemini‑II), customer programs and growth initiatives. The stock returned 231% last year, but InvestingPro currently considers it to be trading above fair value. » More on de.investing.com