Company: AOSL
Filing Date: 2025-05-08
Form Type: 10-Q
Source: 0001387467-25-000044
Chunk: 111

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-05-08
Form: 10-Q
Item: Item 8
Chunk 111
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 by the U.S., other countries have imposed or are considering imposing new or increased tariffs on certain exports from the U.S.  There is currently significant uncertainty about the future relationship between the U.S. and other countries with respect to tariffs, trade policies, taxes and other related government regulations, and we cannot predict whether, and to what extent, current tariffs will continue or trade policies will change in the future.  Such uncertainties and risks may negatively affect our ability to enter into new business transactions with partners, vendors and customers because of the lack of clarity on the economic benefits of such transactions.  Significant increase in U.S. tariffs may increase the costs of materials, goods and components that we purchase from suppliers from other countries for the manufacturing and distribution of our products, which may adversely affect our financial performance.  Also, we may not be able to mitigate the impact of tariffs by identifying and securing alternative sources in the U.S. for similar materials, goods and components at comparable qualities or more favorable prices.  In addition, retaliatory tariffs from other countries could have a significant negative impact on our business overseas that rely on imports of goods and products from the U.S.  Furthermore, tariffs, or the threat of tariffs or increased tariffs, could have a significant negative impact on our business relationships with customers, suppliers and partners in Asia, including China, Hong Kong, Taiwan, Korea and Japan.  Any significant changes in trade policies and tariffs may also affect the business operations of our customers, suppliers and partners, which may cause them to take actions or make decisions that adversely affect our business operations and results of operations.   

43

ITEM 2.   UNREGISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS

Not applicable.

44

ITEM 3.   DEFAULTS UPON SENIOR SECURITIES 

Not applicable.  

ITEM 4.   MINE SAFETY DISCLOSURES

Not applicable.

ITEM 5.   OTHER INFORMATION

Trading Plans or Rule 10b5-1 Trading Plans

The table below summarizes the material terms of trading arrangements adopted by any of our executive officers or directors during the March 2025 quarter. All of the trading arrangements listed below are intended to satisfy the affirmative defense of Rule 10b5-1(c).NameTitleDate of AdoptionEnd Date ( 1)Aggregate number of common shares to be sold pursuant to 10b5-1 trading agreementsWenjun LiChief Operating OfficerFebruary 11, 2025October 31, 202