GSI Technology (GSIT)

• Market cap: $70.6M
• 1 day: 1.47%
• 5 days: 6.54%
• 1 month: 1.09%
• 3 months: -2.81%
• 6 months: 0.73%
• Year to date: 4.14%
• 1 year: 2.59%
• 5 years: -60.82%
• 10 years: -40.94%
• Sector: Information Technology
• Industry: Semiconductors & Related Devices

About: GSI Technology Inc is a provider of semiconductor memory solutions. The company develops and markets high-performance memory products, including Very Fast static random access memory, or SRAM, that are incorporated in high-performance networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations, and network access equipment. It sells these products to original equipment manufacturers and customers including Nokia. In addition, it serves the ongoing needs of the military, aerospace, industrial, test and measurement equipment, and automotive and medical markets for high-performance SRAMs. It operates geographically in China, Singapore, the Netherlands, Germany, Rest of the world, and the United States.

Employees: 148

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

13% more capital invested

Capital invested by funds: $7.11M [Q2] → $8.01M (+$901K) [Q3]

2% more call options, than puts

Call options by funds: $124K | Put options by funds: $122K

0.22% less ownership

Funds ownership: 10.6% [Q2] → 10.38% (-0.22%) [Q3]

3% less funds holding

Funds holding: 32 [Q2] → 31 (-1) [Q3]

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10