GSIT
GSI Technology, Inc.

GSI Technology, Inc.GSIT

Technology · Semiconductors
5.86USD
+5.21%
Sep 23, 2026
GSIT overview ready
Developer of compute-in-memory AI processors enabling low-power edge inference
GSI is a fabless semiconductor developer whose current revenue base is very-fast SRAM, while its prospective growth strategy is commercialization of Gemini associative processing units that perform compute-in-memory similarity search and edge AI workloads.
Narrative is still early
Exposed to the Physical AI and Edge Inference Deployment narrative through Low-Power Edge AI and Compute-in-Memory Semiconductors — enabling supplier.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
Fair valuation
The price broadly reflects the strength of its balance sheet, with upside and risk reasonably balanced.
Fundamentals not measured
Primary risk
Operating losses and negative operating margin.
Market Sep 22Filing Jun 30Price action Sep 22Research Aug 30

Conviction Level

NarrativeHeat7.7ThemeHeat6.6PriceAction6.3Valuation6.1CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly SMA100. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$225.2M
Avg Volume (60D)
555.3K
60 sessions
Revenue Growth YoY
+22.4%
FY2026 vs FY2025
Gross Margin
+53.3%
Trailing twelve months
Operating Margin
-82.2%
Trailing twelve months
Free Cash Flow Yield
-8.4%
Distance from 200DMA
-16.4%
Next Earnings
2026-10-29
P/E
N/M
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is fair.
GSI Technology, Inc. has a Fair valuation stance because the price broadly reflects the strength of its balance sheet, with upside and risk reasonably balanced.

Company Research

Thesis
GSI is a fabless semiconductor developer whose current revenue base is very-fast SRAM, while its prospective growth strategy is commercialization of Gemini associative processing units that perform compute-in-memory similarity search and edge AI workloads. The story is still emerging, so the exposure is real but early.
Opportunity
Moderate opportunity
Deployment of inference, search, perception and sensor-data processing in power- and latency-constrained devices, vehicles, industrial systems and tactical environments, driving demand for specialized local AI processors and architectures that reduce data movement.
Key risk
Operating losses and negative operating margin.

Narrative & Theme

Physical AI and Edge Inference Deployment
Part of Low-Power Edge AI and Compute-in-Memory Semiconductors, with limited fit.
GSIT has a real but still early exposure to the emerging shift from cloud-only AI toward local, power-constrained inference and real-time sensor processing.
Narrative HeatHeating up7.7 / 10
Theme HeatNeutral6.6 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Semiconductors
What they do

GSI Technology designs, develops, and markets semiconductor memory solutions, including associative processing units and static random-access memory products, serving various global industries.

How it earns

The company generates revenue primarily through product sales of semiconductor memory solutions.

Products & services
Associative processing unit products
Static random-access memory (SRAM) products including SyncBurst, NBT, SigmaQuad, SigmaDDR
Customers & end markets
Networking customers
Industrial customers
Test equipment customers
Medical customers
Aerospace customers
Military customers
Market position

Niche player focused on specialized memory products for select end markets.

Demand drivers
Medium cyclicality

Semiconductor demand can fluctuate with broader technology and industrial cycles.