GSI Technology, Inc. (GSIT) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, thank you for standing by. Welcome to GSI Technologies' second quarter fiscal 2026 results conference call. At this time, all participants are in a listen-only mode. Later, we will conduct a question and answer session. At that time, we will provide instructions for those interested in entering the queue for Q&A. Before we begin today's call, the company has requested that I read the following Safe Harbor statement. The matters discussed in this conference 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 is being recorded today, October 30th, 2025, as the request of GSI Technology. Hosting the call today is Lee Leon Hsu, the company's chairman, president, and chief executive officer. With him are Douglas Shuro, chief financial officer, and DDA Lasser, vice president of sales. I would now like to turn the call over to Mr. Hsu. Please go ahead, sir. Good afternoon, everyone, and thank you for joining us today. Let me start by highlighting two recent and important events for GSI. First, we announced the research paper published by Cornell University in mid-October. The paper verified that all Gemini 1 chips performed on par with NVIDIA's A6000 on certain AI tasks. while consuming roughly 98% less energy. This paper validates the disruptive potential of our compute-in-memory design, particularly for the real-time commercialization of Gemini 2. With 8 times the memory and 10 times the perfo...