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GSITGSI Technology, Inc.

Information TechnologySemiconductors
Oct 20, 2026 — US-China Semiconductor Export Control Update
Chart by TradingView

The schedule

  • Tue20Oct

    Policy updates from President Trump’s administration on US-China semiconductor export controls, which could affect GSIT’s addressable market and supply-chain risk depending on the scope of restrictions on AI and memory components.

  • Thu5Nov

    Q3 2026 earnings release, where investors will scrutinize whether GSIT can re-accelerate revenue from the current ~$6.3M quarterly plateau and show any leverage in operating losses while sustaining AI and Gemini-III investment.

  • Mon1Feb

    Q4 2026 earnings release, likely including an updated view on FY2027 AI accelerator roadmaps and cash burn trajectory, which will be critical for reassessing GSIT’s ability to fund Gemini-III development without highly dilutive capital raises.

  • Thu25Mar

    Potential announcement of a strategic partnership, minority investment, or outright M&A interest in GSIT’s AI accelerator and specialty memory assets, which could re-rate the stock around strategic optionality and balance-sheet support.

  • Mon26Apr
  • Mon19Jul

    Q2 2027 earnings release, by which time the market will expect either visible AI revenue ramps or a clearer strategic path following any partnership or M&A discussions earlier in the year.

Past

  • Tue15Sep

    Potential announcement of a meaningful APU or AI accelerator design win for Gemini-III, where confirmation of a Tier-1 data-center, networking, or defense customer could re-rate GSIT as a real AI attach rather than a speculative story.

  • Thu6Aug

    Q1 FY2027 results and AI commercialization commentary around the Gemini-III accelerator, where investors will focus on any early customer traction, backlog visibility, and progress on narrowing quarterly losses from the recent -$0.13 EPS run-rate.

  • Thu14May

    Actual outcome: Bear · $8.07 at outcome

    GSI Technology reported Q4 earnings that met EPS estimates (-$0.13) but highlighted ongoing net losses driven by elevated research and development expenses for its Gemini-III platform. Despite positive announcements, including 22% growth in its SRAM business and new project awards, the market focused on the company's cash burn and high R&D costs, driving the stock down over 25% toward the bear floor.

    Market evaluation of Q4 results from an $11.54 base, focusing on APU commercialization progress with a $14.80 upside and $8.00 downside.