MEDIUMBuilt-inProduct / Revenue mix
46.6%
PC markets
“10-K Item 1: 'Our revenue from the PC markets accounted for approximately 46.6%, 43.0% and 35.2% of our total revenue for the years ended June 30, 2025, 2024 and 2023, respectively.'”
AOSL · Concentration risk · 10-K extracted
Alpha and Omega Semiconductor L (AOSL) concentration risks
Updated
The most significant concentration Alpha and Omega Semiconductor L discloses is PC markets at 46.6%, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Alpha and Omega Semiconductor L’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH0
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Alpha and Omega Semiconductor's disclosed concentration centers on end-market mix: revenue from PC markets accounted for approximately 46.6% of total revenue in the most recent fiscal year, up from 43.0% and 35.2% in the two years before that — a clear and accelerating trend toward greater reliance on a single end market. This is a medium-share, structural exposure: it reflects the composition of demand across the company's core semiconductor end markets rather than dependence on any single customer, supplier, or counterparty named in the cited claims. Still, the trajectory matters as much as the level — three consecutive years of rising share, from 35.2% to 43.0% to 46.6%, show PC-market demand increasingly setting the pace for overall revenue, which means PC-cycle sensitivity (inventory corrections, unit volumes, pricing) is becoming a larger swing factor in results than it was two years ago. Because only this single exposure is disclosed in the cited claims, it is not possible to say from this evidence alone how it nets against other product or geographic concentrations disclosed elsewhere in the 10-K, but on its own, a medium-share and rising end-market dependency is the kind of exposure that can move a verdict if the PC cycle turns.
For the engine’s reasoning on AOSL’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Semiconductors
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALAB | Astera Labs, Inc. | 3 | 0 | 0 | 3 |
| AMBQ | Ambiq Micro, Inc. | 2 | 1 | 0 | 3 |
| ADI | Analog Devices, Inc. | 2 | 0 | 0 | 2 |
| ALGM | Allegro MicroSystems, Inc. | 1 | 2 | 0 | 3 |
| AIP | Arteris, Inc. | 0 | 1 | 0 | 1 |
| AOSL● | Alpha and Omega Semiconductor L | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.