Alpha & Omega — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
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3 家供應商12 家客戶10 家競爭對手3 份來源申報文件
收錄於供應鏈主題地圖：類比與電源半導體 · 寬能隙功率元件（GaN 與 SiC）
客戶（其供應的公司）
供應給 →
Wpg
申報於 2026-08-27 · 4 天前
“Sales to WPG and Promate accounted for 53.0% and 19.3% of our revenue, respectively, for the fiscal year ended June 30, 2026”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗
供應給 →
Promate Electronic
申報於 2026-08-27 · 4 天前
“Sales to WPG and Promate accounted for 53.0% and 19.3% of our revenue, respectively, for the fiscal year ended June 30, 2026”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗
供應給 →
Dell
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 透過經銷商和 ODM 服務 Dell 等主要 OEM。（以原文為準）
供應給 →
Hewlett Packard
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 已與 Hewlett Packard 等主要 OEM 建立直接關係，但多數透過經銷商和 ODM 服務 Hewlett Packard。（以原文為準）
供應給 →
Samsung
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 已與 Samsung 等主要 OEM 建立直接關係，並透過經銷商及 ODM 為其服務。（以原文為準）
供應給 →
Stanley Black Decker
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 與 Stanley Black Decker 有直接合作關係，但主要透過經銷商和 ODM 服務。（以原文為準）
供應給 →
Compal Electronics
申報於 2026-08-27 · 4 天前
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 的 ODM 客戶包括 Compal Electronics 等公司。（以原文為準）
供應給 →
Foxconn
申報於 2026-08-27 · 4 天前
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 的 ODM 客戶包括 Foxconn。（以原文為準）
供應給 →
Quanta Computer
申報於 2026-08-27 · 4 天前
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 的 ODM 客戶包括 Quanta Computer 等公司。（以原文為準）
供應給 →
Wistron
申報於 2026-08-27 · 4 天前
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 的 ODM 客戶包括 Wistron 等公司。（以原文為準）
供應給 →
Delta Electronics
申報於 2026-08-27 · 4 天前
“Our ODM customers include Compal Electronics, Inc., Foxconn, Quanta Computer Incorporated, Wistron Corporation and Delta Electronics.”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 的 ODM 客戶包括 Delta Electronics。（以原文為準）
供應給 →
Intel
申報於 2026-02-05 · 207 天前
“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，申報於 2026-02-05 EDGAR · 查看原始申報文件 ↗Alpha & Omega 在 Intel 的 Panther Lake 等新平台上看到 BOM 內容增加。（以原文為準）
供應商（供應其產品或服務的公司）
申報於 2026-08-27 · 4 天前
“Foundry Agreement dated as of January 10, 2002 between the Registrant and Shanghai Hua Hong NEC Electronics Company, Limited … Foundry Service Agreement dated as of November 2, 2009 between Alpha & Omega Semiconductor (Macau), Ltd. and Shanghai Hua Hong NEC Electronics Company, Limited”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗
供應來自 ←
STMicroelectronics
申報於 2026-08-27 · 4 天前
“The Company is amortizing intangible assets of patents and technology rights related to a license agreement with STMicroelectronics International N.V.”— AOSL 10-K，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 正在攤銷一項與 STMicroelectronics 簽訂之授權合約相關的專利及技術權利無形資產。（以原文為準）
供應來自 ←
CQJV
申報於 2025-08-06 · 390 天前
“CQJV will remain as an important wafer and packaging supplier for AOS.”— AOSL 8-K，申報於 2025-08-06 EDGAR · 查看原始申報文件 ↗Alpha & Omega 表示 CQJV 將繼續作為其重要的晶圓與封裝供應商。（以原文為準）
競爭對手
相互競爭 ↔
Infineon
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Infineon 是 Alpha & Omega 在功率離散元件領域的主要競爭者之一。（以原文為準）
相互競爭 ↔
onsemi
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗onsemi 是 Alpha & Omega 在功率離散元件領域的主要競爭對手之一。（以原文為準）
相互競爭 ↔
STMicroelectronics
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 在功率離散元件領域的主要競爭對手包括 STMicroelectronics 等公司。（以原文為準）
相互競爭 ↔
Toshiba
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 在功率離散元件領域的主要競爭對手包括 Toshiba 等公司。（以原文為準）
相互競爭 ↔
Diodes
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Diodes 是 Alpha & Omega 在功率離散元件市場的主要競爭者之一。（以原文為準）
相互競爭 ↔
Vishay
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗在功率離散元件領域，Alpha & Omega 的主要競爭對手包括 Vishay。（以原文為準）
相互競爭 ↔
Monolithic Power
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Monolithic Power Systems, Inc. 是 Alpha & Omega 在電源 IC 領域的主要競爭對手之一。（以原文為準）
相互競爭 ↔
Richtek Technology
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 在電源 IC 領域的主要競爭者包括 Richtek Technology。（以原文為準）
相互競爭 ↔
Semtech
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 的電源 IC 主要競爭對手包括 Semtech 等公司。（以原文為準）
相互競爭 ↔
Texas Instruments
申報於 2026-08-27 · 4 天前
“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，申報於 2026-08-27 EDGAR · 查看原始申報文件 ↗Alpha & Omega 將 Texas Instruments 列為其電源 IC 主要競爭對手之一。（以原文為準）
公司公告
Alpha & Omega 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
2026-08-12財報發布Alpha 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-05-06財報發布Alpha 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-02-05財報發布Alpha 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-11-05財報發布Alpha 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-08-06財報發布Alpha 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗