GSI Technology, Inc. (GSIT) Q1 2027 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to GSI Technology's first quarter and fiscal year 2027 results conference call. At this time, all participants are in a listen-only mode. Following management's prepared remarks, we will conduct a question and answer session. At that time, we will provide instructions for those interested in joining the Q&A queue. Before we begin today's call, GSI Technology has requested that I read the following Safe Harbor Statement. The matters discussed in this conference call may include forward-looking statements regarding future events and the future performance of GSI technology that involve risks and uncertainties that could cause actual results to differ materially from those anticipated. These risks and uncertainties are described in the company's Form 10-K filed with the Securities and Exchange Commission. Additionally, I have also been asked to advise you that this conference call is being recorded today, July 30, 2026, at the request of GSI Technology. Lee-Lean Shu, the company's chairman, president, and chief executive officer will be hosting the call today. With him are Douglas Schirle, chief financial officer, and Didier Lasserre, vice president of sales. I would now like to turn the conference over to Mr. Shu. Please go ahead, sir. Hello. Thank you for joining us. I would like to begin by talking about where GSI is today and where we are headed. Didier will get into the details, but let me start with my view of the business. Over the past several years, we have worked hard to move GSI from an excellent chip company into an AI platform company. to address a large and growing market for our technology. With the APU, we feel an important gap in the edge AI market. The additional GPU delivers strong AI performance but consumes too much power for many edge appli...