Company: AOSL
Filing Date: 2025-08-28
Form Type: 10-K
Source: 0001628280-25-041297
Chunk: 85

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-08-28
Form: 10-K
Item: Item 1A
Chunk 85
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adverse general economic conditions in the countries where our products are sold or used;

•the emergence and growth of markets for products we are currently developing;

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•our ability to successfully develop, introduce and sell new or enhanced products in a timely manner and the rate at which our new products replace declining orders for our older products;

•the anticipation, announcement or introduction of new or enhanced products by us or our competitors;

•changes in the selling prices of our products and in the relative mix in the unit shipments of our products, which have different average selling prices and profit margins;

•the amount and timing of operating costs and capital expenditures, including expenses related to the maintenance and expansion of our business operations and infrastructure; 

•the announcement of significant acquisitions, disposition or partnership arrangements;

•changes in the utilization of our in-house manufacturing capacity and the availability of manufacturing capacity at third-party foundries and the JV Company;

•supply and demand dynamics and the resulting price pressure on the products we sell;

•the unpredictable volume and timing of orders, deferrals, cancellations and reductions for our products, which may depend on factors such as our end customers’ sales outlook, purchasing patterns and inventory adjustments based on general economic conditions or other factors;

•changes in laws and regulations affecting our business operations, including trade regulations and tariffs;

•changes in costs associated with manufacturing of our products, including pricing of wafer, raw materials and assembly services;

•announcement of significant share repurchase programs;

•our concentration of sales in consumer applications and changes in consumer purchasing patterns and confidence; and

•the adoption of new industry standards or changes in our regulatory environment.

Any one or a combination of the above factors and other risk factors described in this section may cause our operating results to fluctuate from period to period, making it difficult to predict our future performance.  Therefore, comparing our operating results on a period-to-period basis may not be meaningful, and you should not rely on our past results as an indication of our future performance.

Geopolitical and economic conflicts between United States and China may adversely affect our business.

Geopolitical conflicts and tensions between the United States and China have threatened trading relationships and economic activities between the two countries.  Because we have significant operations in both countries, such conflicts and tensions may negatively impact our business.  At various times during recent years, the United States and China have had disagreements over political and economic issues, including, but not limited to, the recent imposition of tariffs by the U.S. on goods imported from China or sourced from China