HIGHOutside partyCustomer
53%
WPG Holdings distributor
“10-K Item 1: '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 · 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 WPG Holdings distributor at 53%, classified HIGH 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.
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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 · 4 disclosed concentrations
HIGH1
MEDIUM2
LOW1
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).
MEDIUMOutside partySupplier
JV Company wafer capacity
“10-K Item 1: 'the JV Company is committed to providing us with a specified level of monthly wafer production capacity'”
MEDIUMBuilt-inProduct / Revenue mix
PC markets
“10-K Item 1A: 'Our revenue from the PC markets accounted for a significant portion of our total revenue in recent years.'”
LOWOutside partyCustomer
19.3%
Promate Electronic distributor
“10-K Item 1: 'Sales to WPG and Promate accounted for 53.0% and 19.3% of our revenue, respectively, for the fiscal year ended June 30, 2026'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-18Alpha and Omega Semiconductor's exposures cluster around a distribution channel, a manufacturing partner and an end market. Sales to WPG were 53.0% of revenue, a large-share dependency on a single distributor. Promate accounted for 19.3% of revenue, a low-share dependency but also a distributor. Together the two channels make the company's reach to end customers heavily intermediated, so changes in distributor inventory behavior or terms would show up quickly in reported sales. On the supply side, the JV Company is committed to providing a specified level of monthly wafer production capacity. That is a medium-share dependency: the company relies on a partner's fabrication capacity that it does not wholly control. Revenue from the PC markets was described as a significant portion of total revenue in recent years, a medium-share, structural exposure to a cyclical end market. Netted together, the WPG relationship is the idiosyncratic item most likely to move the verdict, while PC demand is the slower structural driver and the JV capacity commitment is a supply-side link that supports but also ties the business.
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 |
| AOSL● | Alpha and Omega Semiconductor L | 1 | 2 | 1 | 4 |
| ALGM | Allegro MicroSystems, Inc. | 1 | 2 | 0 | 3 |
| AIP | Arteris, Inc. | 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.