Company: AOSL
Filing Date: 2025-11-06
Form Type: 10-Q
Source: 0001387467-25-000066
Chunk: 23

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-11-06
Form: 10-Q
Item: Item 1
Chunk 23
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 no other expense categories regularly provided to the Chief Executive Officer that are not already included in the Condensed Consolidated Statements of Income (Loss). 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. 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 September 30, 20252024(in thousands)Hong Kong$178,411 $153,495 China2,357 21,255 South Korea479 290 United States1,125 1,073 Other countries129 5,774  $182,501 $181,887 The following is a summary of revenue by product type:Three Months Ended September 30, 20252024 (in thousands)Power discrete$108,506 $122,454 Power IC72,708 52,940 Packaging and testing services and other1,287 852 License and development services— 5,641  $182,501 $181,887 

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ALPHA AND OMEGA SEMICONDUCTOR LIMITEDNOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (Unaudited)

Long-lived assets, net consisting of property, plant and equipment and operating lease right-of-use assets, net by geographical area are as follows: September 30,2025June 30,2025(in thousands)China$100,334 $99,389 United States227,245 230,518 Other countries5,426 5,478  $333,005 $335,385 

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ALPHA AND OMEGA SEMICONDUCTOR LIMITEDNOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (Unaudited)

12. Commitments and Contingencies 

Purchase Commitments As of September 30, 2025, the Company had approximately $77.8 million of outstanding purchase commitments primarily for purchases of semiconductor raw materials, wafers, spare