<p>阿尔法和欧米伽半导体（AOSL）已举行其第一季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>阿尔法和欧米伽半导体（AOS）的最新财报电话会议呈现出复杂的情绪，突出了成就与挑战。公司庆祝其电源 IC 部门的显著增长和战略投资，但在关键领域面临收入下降和毛利率压力。</p>
<h2>电源 IC 收入增长</h2>
<p>电源 IC 收入环比增长 5.9%，同比增长 37.3%，达到创纪录的季度高点。该部门现在占 AOS 总产品收入的近 40%，凸显了其在公司产品组合中的关键作用。</p>
<h2>成功的合资企业出售</h2>
<p>AOS 成功收到了来自其在中国合资企业部分股权出售的第一笔约 9400 万美元的分期付款。这笔交易增强了公司的战略投资能力，巩固了其财务状况。</p>
<h2>800 伏特 AI 电源架构</h2>
<p>对 800 伏特直流电源架构的支持公告标志着 AOS 的重要进展。此发展有望为下一代 AI 数据中心开辟新机会，提供扩展系统设计参与的潜力。</p>
<h2>计算部门的强劲表现</h2>
<p>计算部门表现强劲，收入同比增长 27.1%，环比增长 4.6%。这一增长得益于 PC 的强劲需求和传统的季节性强劲，突显了该部门的韧性。</p>
<h2>消费部门收入下降</h2>
<p>相比之下，消费部门的收入同比下降 25.8%，环比下降 11.6%。这一下降反映了在之前强劲促销活动后的需求正常化以及家电市场的收缩。</p>
<h2>预计 12 月季度收入下降</h2>
<p>AOS 预计 12 月季度收入将下降至约 1.6 亿美元，正负 1000 万美元。此预期归因于典型的季节性和 PC 及游戏需求的调整。</p>
<h2>毛利率压力</h2>
<p>公司面临毛利率压力，非 GAAP 毛利率从一年前的 25.5% 下降至 24.1%。这一下降主要是由于运营成本上升，给维持盈利能力带来了挑战。</p>
<h2>游戏和 AI 部门的疲软</h2>
<p>AI 和显卡的综合收入环比下降，预计将继续放缓。这归因于在强劲出货后的消化阶段以及制造优先级向 AI 平台的转移。</p>
<h2>前瞻性指导</h2>
<p>对于即将到来的 12 月季度，AOS 预计收入将约为 1.6 亿美元，正负 1000 万美元，反映季节性趋势。GAAP 毛利率预计为 22.3%，正负 1%，非 GAAP 毛利率约为 23%，正负 1%。运营费用预计在 GAAP 基础上为 4710 万美元，非 GAAP 基础上为 4050 万美元。公司预计计算和消费部门将出现环比下降，而电源供应和工业部门预计将实现增长。</p>
<p>总之，阿尔法和欧米伽半导体的财报电话会议揭示了一个平衡的前景，既有积极的进展，也有显著的挑战。尽管公司在关键领域继续创新和扩展，但在某些部门面临逆风和毛利率压力。投资者将密切关注 AOS 在未来几个季度如何应对这些动态。</p>

阿尔法和欧米伽半导体

<p>阿尔法和欧米伽半导体（AOSL）举行了第一季度财报电话会议，透露出混合的情绪。电源集成电路部门的收入环比增长 5.9%，同比增长 37.3%，而消费部门则面临 25.8% 的下降。AOS 预计在 12 月季度的收入将降至约 1.6 亿美元，毛利率承压，达到 24.1%。尽管面临挑战，公司庆祝了一项成功的合资企业出售以及在计算领域的强劲表现。投资者正在关注 AOS 如何应对这些动态</p>

<p>Alpha And Omega Semiconductor ((AOSL)) has held its Q1 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>阿尔法和欧米伽半导体（AOSL）已举行其第一季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<div class="lb-trans"><h3>认识您的 ETF 人工智能分析师</h3>
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<li>了解 TipRanks 的_ETF_人工智能分析师如何帮助您做出更明智的投资决策</li>
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</div><p>The latest earnings call from Alpha and Omega Semiconductor (AOS) presented a mixed sentiment, highlighting both achievements and challenges. The company celebrated significant growth in its Power IC segment and strategic investments, yet faced revenue declines in key areas and pressure on gross margins.</p>
<div class="lb-trans"><p>阿尔法和欧米伽半导体（AOS）的最新财报电话会议呈现出复杂的情绪，突出了成就与挑战。公司庆祝其电源 IC 部门的显著增长和战略投资，但在关键领域面临收入下降和毛利率压力。</p>
</div><h2>Power IC Revenue Growth</h2>
<div class="lb-trans"><h2>电源 IC 收入增长</h2>
</div><p>Power IC revenue saw a remarkable increase of 5.9% sequentially and 37.3% year-over-year, reaching a record quarterly high. This segment now represents nearly 40% of AOS’s total product revenue, underscoring its critical role in the company’s portfolio.</p>
<div class="lb-trans"><p>电源 IC 收入环比增长 5.9%，同比增长 37.3%，达到创纪录的季度高点。该部门现在占 AOS 总产品收入的近 40%，凸显了其在公司产品组合中的关键作用。</p>
</div><h2>Successful Joint Venture Sale</h2>
<div class="lb-trans"><h2>成功的合资企业出售</h2>
</div><p>AOS successfully received the first installment payment of approximately $94 million from the sale of part of its equity interest in a China joint venture. This transaction enhances the company’s ability to make strategic investments, bolstering its financial position.</p>
<div class="lb-trans"><p>AOS 成功收到了来自其在中国合资企业部分股权出售的第一笔约 9400 万美元的分期付款。这笔交易增强了公司的战略投资能力，巩固了其财务状况。</p>
</div><h2>800-Volt AI Power Architecture</h2>
<div class="lb-trans"><h2>800 伏特 AI 电源架构</h2>
</div><p>The announcement of support for 800-volt DC power architecture marks a significant advancement for AOS. This development is poised to open new opportunities in next-generation AI data centers, offering potential for expanded system design participation.</p>
<div class="lb-trans"><p>对 800 伏特直流电源架构的支持公告标志着 AOS 的重要进展。此发展有望为下一代 AI 数据中心开辟新机会，提供扩展系统设计参与的潜力。</p>
</div><h2>Computing Segment Strength</h2>
<div class="lb-trans"><h2>计算部门的强劲表现</h2>
</div><p>The computing segment demonstrated robust performance, with revenue up 27.1% year-over-year and 4.6% sequentially. This growth was driven by strong demand from PCs and traditional seasonal strength, highlighting the segment’s resilience.</p>
<div class="lb-trans"><p>计算部门表现强劲，收入同比增长 27.1%，环比增长 4.6%。这一增长得益于 PC 的强劲需求和传统的季节性强劲，突显了该部门的韧性。</p>
</div><h2>Consumer Segment Revenue Decline</h2>
<div class="lb-trans"><h2>消费部门收入下降</h2>
</div><p>In contrast, the consumer segment experienced a revenue decline of 25.8% year-over-year and 11.6% sequentially. This drop reflects the normalization of demand following previous strong promotional activity and a contraction in home appliances.</p>
<div class="lb-trans"><p>相比之下，消费部门的收入同比下降 25.8%，环比下降 11.6%。这一下降反映了在之前强劲促销活动后的需求正常化以及家电市场的收缩。</p>
</div><h2>Anticipated Revenue Decline in December Quarter</h2>
<div class="lb-trans"><h2>预计 12 月季度收入下降</h2>
</div><p>AOS anticipates a revenue decline in the December quarter to approximately $160 million, plus or minus $10 million. This expectation is attributed to typical seasonality and adjustments in PC and gaming demands.</p>
<div class="lb-trans"><p>AOS 预计 12 月季度收入将下降至约 1.6 亿美元，正负 1000 万美元。此预期归因于典型的季节性和 PC 及游戏需求的调整。</p>
</div><h2>Gross Margin Pressure</h2>
<div class="lb-trans"><h2>毛利率压力</h2>
</div><p>The company faced pressure on its gross margins, with non-GAAP gross margin decreasing to 24.1% from 25.5% a year ago. This decline is primarily due to higher operational costs, posing a challenge for maintaining profitability.</p>
<div class="lb-trans"><p>公司面临毛利率压力，非 GAAP 毛利率从一年前的 25.5% 下降至 24.1%。这一下降主要是由于运营成本上升，给维持盈利能力带来了挑战。</p>
</div><h2>Gaming and AI Segment Weakness</h2>
<div class="lb-trans"><h2>游戏和 AI 部门的疲软</h2>
</div><p>The combined AI and graphics card revenue declined sequentially, with an anticipated continued slowdown. This is attributed to digestion phases following strong shipments and a shift in manufacturing prioritization towards AI platforms.</p>
<div class="lb-trans"><p>AI 和显卡的综合收入环比下降，预计将继续放缓。这归因于在强劲出货后的消化阶段以及制造优先级向 AI 平台的转移。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>For the upcoming December quarter, AOS projects revenue to be around $160 million, plus or minus $10 million, reflecting seasonal trends. The GAAP gross margin is expected to be 22.3%, plus or minus 1%, and non-GAAP gross margin around 23%, plus or minus 1%. Operating expenses are projected to be $47.1 million on a GAAP basis and $40.5 million on a non-GAAP basis. The company anticipates sequential declines in the Computing and Consumer segments, with growth expected in the Power Supply and Industrial segments.</p>
<div class="lb-trans"><p>对于即将到来的 12 月季度，AOS 预计收入将约为 1.6 亿美元，正负 1000 万美元，反映季节性趋势。GAAP 毛利率预计为 22.3%，正负 1%，非 GAAP 毛利率约为 23%，正负 1%。运营费用预计在 GAAP 基础上为 4710 万美元，非 GAAP 基础上为 4050 万美元。公司预计计算和消费部门将出现环比下降，而电源供应和工业部门预计将实现增长。</p>
</div><p>In conclusion, Alpha and Omega Semiconductor’s earnings call revealed a balanced outlook with both positive strides and notable challenges. While the company continues to innovate and expand in key areas, it faces headwinds in certain segments and margin pressures. Investors will be keenly watching how AOS navigates these dynamics in the coming quarters.</p>
<div class="lb-trans"><p>总之，阿尔法和欧米伽半导体的财报电话会议揭示了一个平衡的前景，既有积极的进展，也有显著的挑战。尽管公司在关键领域继续创新和扩展，但在某些部门面临逆风和毛利率压力。投资者将密切关注 AOS 在未来几个季度如何应对这些动态。</p>
</div>

阿尔法和欧米伽半导体的财报电话会议：情绪不一