Company: AOSL
Filing Date: 2025-02-06
Form Type: 10-Q
Source: 0001387467-25-000017
Chunk: 33

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-02-06
Form: 10-Q
Item: Item 1
Chunk 33
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 and Chief Executive Officer is on a consolidated basis, accompanied by information about revenue by customer and geographic region, for purposes of evaluating financial performance and allocating resources.  The Company has one business segment, and there are no segment managers who are held accountable for operations, operating results and plans for products or components below the consolidated unit level.  Accordingly, the Company reports as a single operating segment.The Company sells its products primarily to distributors in the Asia Pacific region, who in turn sell these products to end customers.  Because the Company’s distributors sell their products to end customers which may have a global presence, revenue by geographical location is not necessarily representative of the geographical distribution of sales to end user markets. In February 2023, the Company entered into a license agreement with a customer to license the Company’s proprietary SiC technology and to provide 24-month engineering and development services for a total fee of $45 million.The revenue by geographical location in the following tables is based on the country or region in which the products were shipped to:Three Months Ended December 31, Six Months Ended December 31, 2024202320242023(in thousands)(in thousands)Hong Kong$150,640 $124,081 $304,135 $265,287 China15,915 30,543 37,170 57,162 South Korea409 4,033 699 9,344 United States699 1,005 1,772 2,400 Other countries5,493 5,623 11,267 11,725  $173,156 $165,285 $355,043 $345,918 The following is a summary of revenue by product type:Three Months Ended December 31, Six Months Ended December 31, 2024202320242023 (in thousands)(in thousands)Power discrete$112,956 $108,780 $235,410 $230,280 Power IC53,735 50,295 106,675 103,042 Packaging and testing services and other1,064 744 1,916 1,489 License and development services5,401 5,466 11,042 11,107  $173,156 $165,285 $355,043 $345,918 

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ALPHA AND OMEGA SEMICONDUCTOR LIMITEDNOTES TO CONDENSED CONSOLIDATED FINANCIAL