Lee-Lean Shu

“I would like to begin by talking about where GSI is today and where we are headed. Ilya will get into the details, but let me start with my view of the business.”

“Good afternoon, and thank you for joining us to review our fourth quarter and physical year 2026 financial results. physical 2026 was a year of meaningful progress for GSI marked by some performance in our SM business continued advancement of Gemini to tour commercialization and the initiation of the Pareto design but…”

“I am encouraged by our overall progress this quarter. Revenue in the third quarter increased by 12% year-over-year and 28.5% on a physical year-to-date basis. Demand for our extra products remains solid, and we expect strong sales from our largest customers in the first half of calendar 2026.”

“Let me start by highlighting two recent and important events for GSI. We launched a research paper published by Cornell University in mid-October. The paper verified that all Gemini One chips performed on par with NVIDIA's A6000 on certain AI tasks.”

“Let me begin with a few key highlights from this quarter's financial results. Physical 2026 is off to a strong start. In the first quarter, we achieved a revenue of 6.3 million, up 7% sequentially, and 35% year-over-year.”