GSI Technology Announces Gemini-II Processor Benchmark Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
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GSI Technology announced preliminary benchmark results for the Gemini-II Compute-in-Memory processor. These results demonstrated 3-second time-to-first-token performance for multimodal large language models operating at the edge with video and text inputs. "These benchmark results highlight what compute-in-memory can enable for physical AI," said Lee-Lean Shu, President and Chief Executive Officer of GSI Technology. "Edge deployments require fast response under tight power and thermal limits. A 3-second TTFT means the system can generate an initial response every three seconds, which is generally fast enough to be useful in video-based applications without missing meaningful events. Gemini-II's ability to deliver low-latency multimodal inference at low power supports a broader range of real-time applications, from autonomous systems to intelligent machines operating outside the data center."
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About GSIT
GSI Technology, Inc. is a provider of semiconductor memory solutions. The Company is focused on bringing new products to market that leverage existing core strengths, including radiation-hardened memory products for extreme environments and Gemini-I, the associative processing unit (APU) designed to deliver performance advantages for diverse artificial intelligence (AI) applications. It provides in-place associative computing solutions for applications in high-growth markets such as AI and high-performance computing (HPC), including natural language processing and computer vision. Its APU family of products are focused on applications using similarity search and Boolean processing. The APU utilizes this technique to provide search coverage in a small, low-power footprint for ecommerce, computer vision, drug discovery, cybersecurity and service markets such as NoSQL, Elasticsearch, and OpenSearch. It offers four families of synchronous SRAMs: SyncBurst, NBT, SigmaQuad, and SigmaDDR.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GSI Technology Q3 Financial Report Analysis
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- Revenue Growth: The company achieved revenue of $6.08 million in Q3, marking a 12.4% year-over-year increase, primarily driven by new product launches and rising market demand, indicating a gradual gain in market share amidst competition.
- Market Expectations: Despite the current negative EPS, Seeking Alpha rates GSI Technology as a 'Speculative Buy', highlighting optimistic market sentiment regarding its future profitability, which may attract risk-tolerant investors.
- Profitability Outlook: As the company approaches profitability, investors should monitor its performance over the next few quarters to assess whether it can sustain financial improvements and achieve profitability.
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GSI Technology Q3 2026 Earnings Call Highlights
- Revenue Growth: GSI Technology reported a 12% year-over-year revenue increase to $6.1 million in Q3, indicating strong demand for SRAM products and expected robust sales from major customers in the first half of 2026, enhancing market competitiveness.
- R&D Investment: R&D expenses rose to $7.5 million, primarily due to IP acquisitions and consulting for the Plato project, while the operating loss was $6.9 million; however, the company maintained a strong cash position with $70.7 million in cash and equivalents.
- Government Funding Support: The company anticipates receiving over $1 million in government funding for the Sentinel project, which will offset R&D expenses and further drive technology validation and market expansion.
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