Alpha and Omega Semiconductor projects 40% sequential growth in advanced computing, offsetting weaker segments in the quarter.
Alpha and Omega Semiconductor (AOSL) expects $176 million in revenue for the September quarter, driven by strong demand in advanced computing. CEO Stephen Chang highlighted a mix shift toward higher-performance applications, particularly AI and server markets, which are projected to grow over 40% sequentially.
The company noted that strength in advanced computing and communications segments helped counterbalance softness in other areas. Prior quarters saw variability in demand, but the focus on high-performance chips aligns with broader industry trends in AI and data center expansion.
No immediate market reaction was detailed in the earnings call insights.