Tony Reynaud's questions to GSI TECHNOLOGY (GSIT) leadership • Q1 2026
Question
Asked for details on supply chain issues, the impact on customer ordering, weak sales to KYEC, strong sales to Cadence, and the trading windows for the company's ATM offering.
Answer
The company attributed supply chain issues to assembly capacity shifting to Taiwan, which increased lead times but should prompt earlier customer orders in the future. Weak KYEC sales were due to inventory and lead times. Strong Cadence sales are for AI chip emulation systems. The ATM trading window opens two days after the earnings call and closes on the 15th of the last month of the quarter.