Gsi Technology Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Gsi Technology Inc (GSIT) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Gsi Technology Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 25M vs 457,141M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (-0.4% annualized vs trailing 12 months), vs accelerating (+36.2%) for its tracked peer group.
- Growth: Gsi Technology Inc generated 11.7% revenue growth year over year in Q1 2026, vs 120.9% for its tracked competitors combined.
- Profitability: Its -75.9% net margin compares with 49.5% for the peer group.
- Scale: Gsi Technology Inc ranks #85 of 117 companies by market capitalization in the Semiconductors industry, holding 0.0% of industry market cap.
- Peer revenue share: Gsi Technology Inc accounted for 0.0% of combined revenue among its tracked peer group, down from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.20M compares with $2.31M for the peer group (0.1x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GSIT Sales vs. its Competitors, Q1 2026
Gsi Technology Inc reported revenue growth of 11.70 % year on year in Q1 2026, below its competitors' combined revenue growth of 120.94 %.
With a net margin of -75.92 %, Gsi Technology Inc reported lower profitability than its competitors (49.52 %).
Gsi Technology Inc generated 0.00 % of the combined sales of its peer group, down from 0.01 % a year earlier.
Gsi Technology Inc vs. its Competitors, Q1 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Gsi Technology Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Gsi Technology Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Gsi Technology Inc's competitor groups requires a Commercial License.
For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs 11.7% for Gsi Technology Inc. Gsi Technology Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Gsi Technology Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Gsi Technology Inc | No | Yes | Yes | No |
| Competitors combined (16) | ||||
| High-Confidence Competitors (5) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 8) | 50.00 % (4 of 8) | 37.50 % (3 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
GSIT Stock Performance relative to its Competitors
GSIT Stock Performance relative to High-Confidence Competitors
GSIT Stock Performance relative to Similar-Size Competitors
GSIT Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Netlist Inc | 282.9% | Outperformed |
| 2 | Micron Technology Inc | 282.9% | Outperformed |
| 3 | Maxlinear Inc | 282.9% | Outperformed |
| 4 | Intel Corporation | 282.9% | Outperformed |
| 5 | Macom Technology Solutions Holdings Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Gsi Technology Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Gsi Technology Inc's Comment on Competition and Industry Peers
Currently, all of our wafers are manufactured by TSMC and Powerchip under individually negotiated purchase orders. We do not currently have a long-term supply contract with either of these foundries, and, therefore, neither of them is obligated to manufacture products for us for any specified period, in any specified quantity or at any specified price, except as may be provided in a particular purchase order. Our future success depends in part on our ability to secure sufficient capacity at TSMC, Powerchip or other independent foundries to supply us with the wafers we require.
The majority of our current SRAM products are manufactured using 0.13 micron, 90 nanometer, 65 nanometer and 40 nanometer process technologies on 300 millimeter wafers at TSMC. Our LLDRAM production at Powerchip uses 72 nanometer and 63 nanometer process technologies. We currently plan to have our new in-place associative computing products manufactured at TSMC using 28 nanometer process technology.
Our master die methodology enables multiple product families, and variations thereof, to be manufactured from a single mask set. As a result, based upon the way available die from a wafer are metalized, wire bonded, packaged and tested, we can create a number of different products. The manufacturing process consists of two phases, the first of which takes approximately eight to twelve weeks and results in wafers that have the potential to yield multiple products within a given product family. After the completion of this phase, the wafers are stored pending customer orders. Once we receive orders for a particular product, we perform the second phase, consisting of final wafer processing, assembly, burn-in and test, which takes approximately four to eight weeks to complete. This two-step manufacturing process enables us to significantly shorten our product lead times, providing flexibility for customization and to increase the availability of our products.
Publicly Traded Peers of Gsi Technology Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Gsi Technology Inc | 202.79 | 25.36 |
| Nvidia Corp | 5,557,865.10 | 302,969.00 |
| Micron Technology Inc | 1,206,807.10 | 90,274.00 |
| Intel Corporation | 592,217.12 | 57,032.00 |
| Macom Technology Solutions Holdings Inc | 21,841.61 | 1,163.97 |
| Lattice Semiconductor Corp | 17,392.97 | 651.18 |
| SUBTOTAL | 7,433,938.59 | 458,599.93 |
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Sources: Gsi Technology Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Gsi Technology Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Gsi Technology Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Integrated Silicon Solution | Named by the company | 85% |
| NVIDIA Corporation | Named by the company | 85% |
| Intel Corporation | Named by the company | 85% |
| Infineon Technologies AG | Named by the company | 85% |
| REC | Named by the company | 85% |
| Micron | Named by the company | 85% |
| Cypress Semiconductor | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Gsi Technology Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Gsi Technology Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Nvidia Corp | Compute and Networking 91.34 % |
| Micron Technology Inc | CMBU 33.21 % |
| Intel Corporation | Client Computing Group 56.91 % |
| Macom Technology Solutions Holdings Inc | Reportable 100.00 % |
| Lattice Semiconductor Corp | Single Reportable Segment 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Gsi Technology Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Gsi Technology Inc | 203 | 202,848 | -126,568 |
| Nvidia Corp | 5,557,865 | 7,213,548 | 4,592,357 |
| Micron Technology Inc | 1,206,807 | 1,703,283 | 952,245 |
| Intel Corporation | 592,217 | 670,176 | -133,690 |
| Macom Technology Solutions Holdings Inc | 21,842 | 581,987 | 120,463 |
| Lattice Semiconductor Corp | 17,393 | 554,664 | 30,941 |
| PEERS TOTAL | 7,433,736 | 2,314,128 | 1,166,404 |
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Gsi Technology Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Gsi Technology Inc | US 47.35 % |
| Nvidia Corp | United States 78.13 % |
| Macom Technology Solutions Holdings Inc | United States 39.45 % |
| Lattice Semiconductor Corp | CN 66.78 % |
| Skyworks Solutions Inc | United States 75.41 % |
| Rambus Inc | KR 45.97 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Gsi Technology Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 109 companies in Gsi Technology Inc's industry classification, broader than the peer set above. Market cap in millions of $.Gsi Technology Inc ranks #85 of 109 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,389, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Nvidia Corp | 5,648,317 | 44.54 % |
| 2 | Broadcom Inc | 1,783,853 | 14.07 % |
| 3 | Micron Technology Inc | 1,220,833 | 9.63 % |
| 4 | Advanced Micro Devices Inc | 1,024,665 | 8.08 % |
| 5 | Intel Corporation | 1,234 | 5.2% |
| 6 | Applied Materials Inc | 1,234 | 5.2% |
| 7 | Arm Holdings Plc | 1,234 | 5.2% |
| 8 | Texas Instruments Incorporated | 1,234 | 5.2% |
| 9 | Marvell Technology Inc | 1,234 | 5.2% |
| 10 | Analog Devices Inc | 1,234 | 5.2% |
| 85 | Gsi Technology Inc | 204 | 0.00 % |
Market cap and industry share for the rest of Gsi Technology Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Gsi Technology Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 80 | Nve Corp | 520 | 63.06 % |
| 81 | Everspin Technologies Inc | 427 | 119.74 % |
| 82 | Sealsq Corp | 333 | -40.43 % |
| 83 | Nano Dimension Ltd | 328 | -0.75 % |
| 84 | Poet Technologies Inc | 1,234 | 12.3% |
| 85 | Gsi Technology Inc | 204 | 43.70 % |
| 86 | Quicklogic Corp | 1,234 | 12.3% |
| 87 | Valens Semiconductor Ltd | 1,234 | 12.3% |
| 88 | Gct Semiconductor Holding Inc | 1,234 | 12.3% |
| 89 | Atomera Incorporated | 1,234 | 12.3% |
| 90 | Magnachip Semiconductor Corporation | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Gsi Technology Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Gsi Technology Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Semiconductors industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (151 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 52.90 % | 34.40 % (avg) | +18.5 pp |
| Operating Margin | -81.58 % | industry median | -84.4 pp |
| EBITDA Margin | -60.34 % | 7.07 % (avg) | -67.4 pp |
| Capital Intensity (Capex / Revenue) | 3.25 % | 9.39 % (avg) | -6.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Gsi Technology Inc's Valuation vs Competitive Position
Valuation multiples vs the Semiconductors industry average (151 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 43.3x | - |
| EV / EBITDA | - | 22.7x | - |
| P/B | 4.9x | 6.6x | -1.7x |
| Return on Equity | -26.32 % | industry aggregate | -73.15 % |
| Return on Invested Capital | -15.25 % | -0.16 % (avg) | -15.09 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Gsi Technology Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 19.47 % | -4.99 % | -39.83 % | 13.16 % | 2.17 % | -37.81 % | -9.97 % | 28.02 % |
| Operating Margin | 0.14 % | -15.29 % | -69.65 % | -57.75 % | -45.03 % | -96.31 % | -70.67 % | -61.42 % |
| Return on Invested Capital | 0.04 % | -3.76 % | -11.50 % | -12.69 % | -12.14 % | -20.98 % | -15.95 % | -17.56 % |
| P/E | 489.0x | - | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Gsi Technology Inc's Strategic Group Map
Every company in Gsi Technology Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Gsi Technology Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Gsi Technology Inc's BCG Growth-Share Matrix
Relative market share (vs Gsi Technology Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Gsi Technology Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 10.3% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Nvidia Corp alone holds 45% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Gsi Technology Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 2,389 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 3.25 % vs industry average 9.39 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Gsi Technology Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Gsi Technology Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Gsi Technology Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Gsi Technology Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Gsi Technology Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Operating margin 84.4 points below the industry median.
- Return on equity 73.2 points below the industry aggregate.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Industry revenue growing at a healthy 10.3% median pace.
Threats
- Industry dominated by Nvidia Corp, holding 44.54 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Gsi Technology Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Gsi Technology Inc | 5.71 | 7.03 | - |
| Nvidia Corp | 0.40 | 4.07 | 0.09 |
| Micron Technology Inc | 1.02 | 2.91 | 0.17 |
| Intel Corporation | 0.44 | 1.86 | 0.40 |
| Macom Technology Solutions Holdings Inc | 0.33 | 3.68 | 0.30 |
| Lattice Semiconductor Corp | 1.18 | 3.19 | - |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Gsi Technology Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Gsi Technology Inc | Q2 2026 | +11.7 % | - |
| Nvidia Corp | Q2 2026 | +105.9 % | +125.9 % |
| Micron Technology Inc | Q2 2026 | +345.7 % | +1,398.3 % |
| Intel Corporation | Q2 2026 | +25.4 % | - |
| Macom Technology Solutions Holdings Inc | Q2 2026 | +35.8 % | +175.7 % |
| Lattice Semiconductor Corp | Q2 2026 | +62.5 % | +564.6 % |
| PEERS TOTAL | +120.3 % | +206.0 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Gsi Technology Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Gsi Technology Inc | Q2 2026 | +47.2 % | +1,604.8 % |
| Nvidia Corp | Q2 2026 | +86.8 % | +41.3 % |
| Micron Technology Inc | Q2 2026 | +10.5 % | +166.4 % |
| Intel Corporation | Q2 2026 | +3.2 % | -28.0 % |
| Macom Technology Solutions Holdings Inc | Q2 2026 | +26.7 % | +124.8 % |
| Lattice Semiconductor Corp | Q2 2026 | +53.2 % | +126.1 % |
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Gsi Technology Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Gsi Technology Inc | - | - | - |
| Nvidia Corp | 81.41% | 95.06% | 110.11% |
| Micron Technology Inc | 49.92% | 56.57% | 70.55% |
| Intel Corporation | - | - | - |
| Macom Technology Solutions Holdings Inc | 11.51% | 13.59% | 17.09% |
| Lattice Semiconductor Corp | 4.03% | 4.51% | 4.93% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Gsi Technology Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Gsi Technology Inc | - | 8.00 |
| Nvidia Corp | 28.97 | 18.34 |
| Micron Technology Inc | 23.85 | 13.37 |
| Intel Corporation | - | 10.38 |
| Macom Technology Solutions Holdings Inc | 89.09 | 18.76 |
| Lattice Semiconductor Corp | 477.04 | 26.71 |
| PEERS AVERAGE | 32.16 | 16.21 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.