Financial PerformanceAOSL delivered solid upside performance to June quarter results and issued a better-than-expected outlook driven by tariff related pull-ins and sequential growth in AI and graphics demand from the Computing segment.
Market DemandPower IC revenue reached a record quarterly high and now accounts for nearly 40% of total product revenue, driven by demand from graphics, AI, gaming, and PC markets.
Strategic InvestmentsThe CQJV equity stake divesture will add $150M of cash to the balance sheet while maintaining approximately $125M in equity interest, providing a significant return relative to the original investment.