Alpha and Omega Semiconductor Limited, or AOS, is a designer, developer, and global supplier of a broad range of power semiconductors, including a wide portfolio of Power MOSFET, IGBT, IPM, HVIC, GaN/SiC, Power IC, and Digital Power products. AOS has developed extensive intellectual property and technical knowledge that encompasses the latest advancements in the power semiconductor industry, which enables us to introduce innovative products to address the increasingly complex power requirements of advanced electronics. AOS differentiates itself by integrating its Discrete and IC semiconductor process technology, product design, and advanced packaging know-how to develop high-performance power management solutions. AOS's portfolio of products targets high-volume applications, including portable computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls, automotive electronics, and power supplies for TVs, computers, servers, and telecommunications equipment.
Company profile
Ticker
AOSL
Exchange
Website
CEO
Mike Chang
Employees
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Alpha and Omega Semiconductor Incorporated • Alpha and Omega Semiconductor (Cayman) Ltd. • Alpha and Omega Semiconductor (Shanghai) Co., Ltd. • Alpha & Omega Semiconductor (Shenzhen) Limited • Alpha & Omega Semiconductor (Hong Kong) Limited • Alpha & Omega Semiconductor (Macau), Ltd. • Alpha & Omega Semiconductor (Taiwan) Limited • Alpha & Omega Semiconductor (Germany) GmbH • Agape Package Manufacturing Ltd. • Agape Package Manufacturing (Shanghai) Ltd. ...
SEC advisor number
801-45517
FINRA CRD number
105548
AUM ?
$29.45 mm
(as of 31 Jan 23)
Accounts
246
(as of 31 Jan 23)
Employees
10
(1 investment advisory or research)
Address
Alpha & Omega Semiconductor
475 OAKMEAD PARKWAY
SUNNYVALE
CA 94085
475 OAKMEAD PARKWAY
SUNNYVALE
CA 94085
Phone
408-830-9742
AOSL stock data
Analyst ratings and price targets
Latest filings (excl ownership)
SD
Conflict minerals disclosure
2 Mar 23
8-K
Departure of Directors or Certain Officers
24 Feb 23
S-8
Registration of securities for employees
8 Feb 23
10-Q
2023 Q2
Quarterly report
8 Feb 23
8-K
Results of Operations and Financial Condition
6 Feb 23
8-K
Alpha and Omega Semiconductor Announces Executive Leadership Transition
8 Dec 22
8-K
Submission of Matters to a Vote of Security Holders
1 Dec 22
10-Q
2023 Q1
Quarterly report
7 Nov 22
8-K
Results of Operations and Financial Condition
3 Nov 22
DEF 14A
Definitive proxy
13 Oct 22
Transcripts
AOSL
Earnings call transcript
2023 Q2
6 Feb 23
AOSL
Earnings call transcript
2023 Q1
4 Nov 22
AOSL
Earnings call transcript
2022 Q4
11 Aug 22
AOSL
Earnings call transcript
2022 Q3
6 May 22
AOSL
Earnings call transcript
2022 Q2
8 Feb 22
AOSL
Earnings call transcript
2022 Q1
6 Nov 21
AOSL
Earnings call transcript
2021 Q4
12 Aug 21
AOSL
Earnings call transcript
2021 Q3
6 May 21
AOSL
Earnings call transcript
2021 Q2
5 Feb 21
AOSL
Earnings call transcript
2021 Q1
8 Nov 20
Latest ownership filings
4
Wenjun Li
17 Mar 23
4
Yifan Liang
17 Mar 23
4
Stephen Chunping Chang
17 Mar 23
4
Bing Xue
17 Mar 23
4
Mike F Chang
17 Mar 23
SC 13G/A
DIMENSIONAL FUND ADVISORS LP
10 Feb 23
SC 13G/A
Chang Mike F
9 Feb 23
SC 13G/A
VANGUARD GROUP INC
9 Feb 23
SC 13G/A
BlackRock Inc.
26 Jan 23
SC 13G/A
BlackRock Inc.
20 Jan 23
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
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| Annual (USD) | Jun 22 | Jun 21 | Jun 20 | Jun 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
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| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 288.09 mm | 288.09 mm | 288.09 mm | 288.09 mm | 288.09 mm | 288.09 mm |
| Cash burn (monthly) | 9.43 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | 25.95 mm | n/a | n/a | n/a | n/a | n/a |
| Cash remaining | 262.14 mm | n/a | n/a | n/a | n/a | n/a |
| Runway (months of cash) | 27.8 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2022
66.9% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 160 |
| Opened positions | 17 |
| Closed positions | 27 |
| Increased positions | 54 |
| Reduced positions | 56 |
| 13F shares | Current |
|---|---|
| Total value | 418.51 bn |
| Total shares | 18.48 mm |
| Total puts | 55.20 k |
| Total calls | 59.90 k |
| Total put/call ratio | 0.9 |
| Largest owners | Shares | Value |
|---|---|---|
| BLK Blackrock | 3.56 mm | $101.67 bn |
| Dimensional Fund Advisors | 2.21 mm | $63.22 mm |
| Vanguard | 1.74 mm | $49.82 bn |
| STT State Street | 1.36 mm | $38.83 bn |
| Manufacturers Life Insurance Company, The | 659.82 k | $18.85 bn |
| Gagnon Neil | 566.53 k | $34.31 mm |
| FMR | 558.20 k | $15.95 bn |
| Royce & Associates | 524.73 k | $15.04 bn |
| Geode Capital Management | 407.93 k | $11.70 bn |
| IVZ Invesco | 384.31 k | $10.98 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 16 Mar 23 | Xue Bing | Common Share | Sell | Dispose S | No | Yes | 25.07 | 645 | 16.17 k | 79,112 |
| 15 Mar 23 | Liang Yifan | Common Shares | Grant | Acquire A | No | No | 0 | 13,545 | 0.00 | 210,842 |
| 15 Mar 23 | Liang Yifan | Common Shares | Payment of exercise | Dispose F | No | No | 25.45 | 4,197 | 106.81 k | 197,297 |
| 15 Mar 23 | Liang Yifan | Common Shares | Payment of exercise | Dispose F | No | No | 25.45 | 6,096 | 155.14 k | 201,494 |
| 15 Mar 23 | Liang Yifan | Common Shares | Grant | Acquire A | No | No | 0 | 17,500 | 0.00 | 207,590 |
| 15 Mar 23 | Chang Stephen Chunping | Common Share | Grant | Acquire A | No | No | 0 | 19,350 | 0.00 | 376,975 |
| 15 Mar 23 | Chang Stephen Chunping | Common Share | Payment of exercise | Dispose F | No | No | 25.45 | 5,201 | 132.37 k | 357,625 |
| 15 Mar 23 | Chang Stephen Chunping | Common Share | Payment of exercise | Dispose F | No | No | 25.45 | 6,762 | 172.09 k | 362,826 |
| 15 Mar 23 | Chang Stephen Chunping | Common Share | Grant | Acquire A | No | No | 0 | 57,500 | 0.00 | 369,588 |
| 15 Mar 23 | Xue Bing | Common Share | Grant | Acquire A | No | No | 0 | 11,610 | 0.00 | 79,757 |
Press releases
Alpha and Omega Semiconductor Introduces a Powerful New Duo of Protection Switches for Type C EPR 3.1
14 Mar 23
Alpha and Omega Semiconductor Issues Statement Regarding Silicon Valley Bank
11 Mar 23
At APEC 2023, Alpha and Omega Semiconductor to Display and Demo its Industry-Leading Power Management Solutions
7 Mar 23
Alpha and Omega Semiconductor Introduces a New AlphaZBL™ AC-DC Active Bridge Rectifier Solution
2 Mar 23
Alpha and Omega Semiconductor Announces Silicon Carbide License Deal and Supply Agreement
7 Feb 23