GSI TECHNOLOGY INC

GSI TECHNOLOGY INC is a semiconductor company with a two-pronged business strategy. The company is developing and commercializing its proprietary associative processing unit (APU) technology, which provides high-performance, low-power, compute-in-memory processing. This technology is designed for artificial intelligence, high-performance computing, and search applications at the edge. The development of the APU is funded by GSI Technology's established legacy business, which involves designing and selling high-speed synchronous static random access memory (SRAM) products. These SRAM products primarily serve the networking and telecommunications, test and measurement, and military/defense and aerospace markets. GSI Technology operates under a fabless manufacturing model, outsourcing wafer fabrication, assembly, and testing. The company is headquartered in Sunnyvale, California, with additional operations in Taiwan and Israel. The APU family of products offers in-place associative computing capabilities in a compact, low-power form factor, suitable for the expanding market of physical artificial intelligence (AI) at the edge. The APU has demonstrated industry-leading time-to-first-token performance in multi-modal vision language models (VLMs), which is critical for real-time situational awareness in physical AI applications. APU use cases have also been demonstrated in synthetic aperture radar (SAR) image processing, fast vector search of very large databases, computer vision, drug discovery, and cybersecurity, enabling multi-workload processing within size, weight, and power constrained environments. Revenue from the APU line has not been material to date. GSI Technology maintains its synchronous SRAM business, offering a broad portfolio of high-density, high-performance synchronous SRAM products. These products are used in test and measurement equipment, high-performance networking and telecommunications infrastructure, and military/defense and aerospace applications. The company has long-term relationships with leading original equipment manufacturer (OEM) customers, including KYEC, Cadence Design Systems, and Nokia. For the military/defense and aerospace markets, GSI Technology provides radiation-tolerant and radiation-hardened space-grade SRAMs, as well as APU-based solutions for applications like SAR image processing.