Alpha & Omega — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
See Alpha & Omega in the full map →
3 suppliers12 customers10 competitors3 source filings
Featured in supply-chain maps: Analog & Power Semiconductors · Wide-Bandgap Power (GaN & SiC)
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
Supplies to →
Intel
Filed 2026-02-05 · 197 days ago
“our total solutions strategy is gaining traction, and we are seeing increasing BOM content on new platforms such as Intel’s Panther Lake”— AOSL 8-K, filed 2026-02-05 EDGAR · View source filing ↗
Supplies to →
Dell
Filed 2025-08-28 · 358 days ago
“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Hewlett Packard
Filed 2025-08-28 · 358 days ago
“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Samsung
Filed 2025-08-28 · 358 days ago
“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Stanley Black Decker
Filed 2025-08-28 · 358 days ago
“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Compal Electronics
Filed 2025-08-28 · 358 days ago
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Foxconn
Filed 2025-08-28 · 358 days ago
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Quanta Computer
Filed 2025-08-28 · 358 days ago
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Wistron
Filed 2025-08-28 · 358 days ago
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Delta Electronics
Filed 2025-08-28 · 358 days ago
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Wpg
Filed 2025-08-28 · 358 days ago
“Sales to WPG and Promate accounted for 51.3% and 22.1% of our revenue, respectively, for the fiscal year ended June 30, 2025, 46.0% and 25.0% of our revenue, respectively, for the fiscal year ended June 30, 2024, and 35.6% and 21.6% of our revenue, respectively, for fiscal year ended June 30, 2023, respectively.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplies to →
Promate Electronic
Filed 2025-08-28 · 358 days ago
“Sales to WPG and Promate accounted for 51.3% and 22.1% of our revenue, respectively, for the fiscal year ended June 30, 2025, 46.0% and 25.0% of our revenue, respectively, for the fiscal year ended June 30, 2024, and 35.6% and 21.6% of our revenue, respectively, for fiscal year ended June 30, 2023, respectively.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Suppliers (companies that supply it)
Supplied by ←
STMicroelectronics
Filed 2025-08-28 · 358 days ago
“The Company is amortizing intangible assets of patents and technology rights related to a license agreement with STMicroelectronics International N.V.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplied by ←
Shanghai Hua Hong Nec Electronics
Filed 2025-08-28 · 358 days ago
“Foundry Agreement dated as of January 10, 2002 between the Registrant and Shanghai Hua Hong NEC Electronics Company, Limited”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Supplied by ←
CQJV
Filed 2025-08-06 · 380 days ago
“CQJV will remain as an important wafer and packaging supplier for AOS.”— AOSL 8-K, filed 2025-08-06 EDGAR · View source filing ↗
Competitors
Competes with ↔
Infineon
Filed 2025-08-28 · 358 days ago
“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
onsemi
Filed 2025-08-28 · 358 days ago
“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
STMicroelectronics
Filed 2025-08-28 · 358 days ago
“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
Toshiba
Filed 2025-08-28 · 358 days ago
“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
Diodes
Filed 2025-08-28 · 358 days ago
“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
Vishay
Filed 2025-08-28 · 358 days ago
“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
Monolithic Power
Filed 2025-08-28 · 358 days ago
“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
Richtek Technology
Filed 2025-08-28 · 358 days ago
“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
Semtech
Filed 2025-08-28 · 358 days ago
“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Competes with ↔
Texas Instruments
Filed 2025-08-28 · 358 days ago
“Our major competitors for our power ICs include Monolithic Power Systems, Inc., ON Semiconductor Corp., Richtek Technology Corp., Semtech Corporation, Texas Instruments Inc. and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Filed activity
Filings by Alpha & Omega itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
2026-08-12Earnings releaseAlpha and Omega Semiconductor Reports Financial Results for Fiscal Fourth Quarter and Fiscal Year Ended June 30, 2026
SUNNYVALE, California, August 12, 2026 (BUSINESS WIRE) - Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL), today reported financial results for the fiscal fourth quarter and the fiscal year ended June 30, 2026.Show more from the filing
The results for the fiscal fourth quarter ended June 30, 2026 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended June 30, 2026 March 31, 2026 June 30, 2025 Revenue $ 170.4 $ 163.8 $ 176.5 Gross Margin 23.1 % 21.1 % 23.4 % Operating Loss $ (11.0) $ (14.1) $ (11.6) Net Loss $ (13.1) $ (13.8) $ (77.1) Net Loss Per Share - Diluted $ (0.43) $ (0.46) $ (2.58) Non-GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended June 30, 2026 March 31, 2026 June 30, 2025 Revenue $ 170.4 $ 163.8 $ 176.5 Non-GAAP Gross Margin 23.7 % 21.7 % 24.4 % Non-GAAP Operating Income (Loss) $ (4.8) $ (8.7) $ 2.3 Non-GAAP Net Income (Loss) $ (4.0) $ (8.3) $ 0.7 Non-GAAP Net Income (Loss) Per Share - Diluted $ (0.13) $ (0.28) $ 0.02 The non-GAAP financial measures in the schedule above and under the section "Financial Results for Fiscal Q4 Ended
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-05-06Earnings releaseAlpha and Omega Semiconductor Reports Financial Results for the Fiscal Third Quarter of 2026 Ended March 31, 2026
SUNNYVALE, California, May 6, 2026 - Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL) today reported financial results for the fiscal third quarter of 2026 ended March 31, 2026.Show more from the filing
The results for the fiscal third quarter of 2026 ended March 31, 2026 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended March 31, 2026 December 31, 2025 March 31, 2025 Revenue $ 163.8 $ 162.3 $ 164.6 Gross Margin 21.1 % 21.5 % 21.4 % Operating Loss $ (14.1) $ (13.6) $ (10.7) Net Loss $ (13.8) $ (13.3) $ (10.8) Net Loss Per Share - Diluted $ (0.46) $ (0.45) $ (0.37) Non-GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended March 31, 2026 December 31, 2025 March 31, 2025 Revenue $ 163.8 $ 162.3 $ 164.6 Non-GAAP Gross Margin 21.7 % 22.2 % 22.5 % Non-GAAP Operating Loss $ (8.7) $ (5.2) $ (2.7) Non-GAAP Net Loss $ (8.3) $ (4.7) $ (2.9) Non-GAAP Net Loss Per Share - Diluted $ (0.28) $ (0.16) $ (0.10) The non-GAAP financial measures in the schedule above and under the section “Financial Results for Fiscal Q3 Ended March 31, 2026” below exclude the
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-02-05Earnings releaseAlpha and Omega Semiconductor Reports Financial Results for the Fiscal Second Quarter of 2026 Ended December 31, 2025
SUNNYVALE, California, February 5, 2026 - Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL) today reported financial results for the fiscal second quarter of 2026 ended December 31, 2025.Show more from the filing
The results for the fiscal second quarter of 2026 ended December 31, 2025 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended December 31, 2025 September 30, 2025 December 31, 2024 Revenue $ 162.3 $ 182.5 $ 173.2 Gross Margin 21.5 % 23.5 % 23.1 % Operating Loss $ (13.6) $ (4.6) $ (5.9) Net Loss $ (13.3) $ (2.1) $ (6.6) Net Loss Per Share - Diluted $ (0.45) $ (0.07) $ (0.23) Non-GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended December 31, 2025 September 30, 2025 December 31, 2024 Revenue $ 162.3 $ 182.5 $ 173.2 Non-GAAP Gross Margin 22.2 % 24.1 % 24.2 % Non-GAAP Operating Income (Loss) $ (5.2) $ 2.5 $ 3.0 Non-GAAP Net Income (Loss) $ (4.7) $ 4.2 $ 2.7 Non-GAAP Net Income (Loss) Per Share - Diluted $ (0.16) $ 0.13 $ 0.09 The non-GAAP financial measures in the schedule above and under the section “Financial Results for Fiscal Q2 Ended
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-11-05Earnings releaseAlpha and Omega Semiconductor Reports Financial Results for the Fiscal First Quarter of 2026 Ended September 30, 2025
SUNNYVALE, California, November 5, 2025 - Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL) today reported financial results for the fiscal first quarter of 2026 ended September 30, 2025.Show more from the filing
The results for the fiscal first quarter of 2026 ended September 30, 2025 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended September 30, 2025 June 30, 2025 September 30, 2024 Revenue $ 182.5 $ 176.5 $ 181.9 Gross Margin 23.5 % 23.4 % 24.5 % Operating Loss $ (4.6) $ (11.6) $ (0.3) Net Loss $ (2.1) $ (77.1) $ (2.5) Net Loss Per Share - Diluted $ (0.07) $ (2.58) $ (0.09) Non-GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended September 30, 2025 June 30, 2025 September 30, 2024 Revenue $ 182.5 $ 176.5 $ 181.9 Non-GAAP Gross Margin 24.1 % 24.4 % 25.5 % Non-GAAP Operating Income $ 2.5 $ 2.3 $ 7.8 Non-GAAP Net Income $ 4.2 $ 0.7 $ 6.4 Non-GAAP Net Income Per Share - Diluted $ 0.13 $ 0.02 $ 0.21 The non-GAAP financial measures in the schedule above and under the section “Financial Results for Fiscal Q1 Ended September 30, 2025” below exclude
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-08-06Earnings releaseAlpha and Omega Semiconductor Reports Financial Results for Fiscal Fourth Quarter and Fiscal Year Ended June 30, 2025
SUNNYVALE, California, August 6, 2025 (BUSINESS WIRE) - Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL), today reported financial results for the fiscal fourth quarter and the fiscal year ended June 30, 2025.Show more from the filing
The results for the fiscal fourth quarter ended June 30, 2025 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended June 30, 2025 March 31, 2025 June 30, 2024 Revenue $ 176.5 $ 164.6 $ 161.3 Gross Margin 23.4 % 21.4 % 25.7 % Operating Loss $ (11.6) $ (10.7) $ (1.5) Net Loss $ (77.1) $ (10.8) $ (2.7) Net Loss Per Share - Diluted $ (2.58) $ (0.37) $ (0.09) Non-GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) Three Months Ended June 30, 2025 March 31, 2025 June 30, 2024 Revenue $ 176.5 $ 164.6 $ 161.3 Non-GAAP Gross Margin 24.4 % 22.5 % 26.4 % Non-GAAP Operating Income (Loss) $ 2.3 $ (2.7) $ 3.2 Non-GAAP Net Income (Loss) $ 0.7 $ (2.9) $ 2.6 Non-GAAP Net Income (Loss) Per Share - Diluted $ 0.02 $ (0.10) $ 0.09 The non-GAAP financial measures in the schedule above and under the section "Financial Results for Fiscal Q4 Ended June 30,
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗