{
  "url": "https://struct.news/briefs/gsi-technologys-sram-map-starts-with-one-wafer-supplier",
  "title": "GSI Technology's SRAM map starts with one wafer supplier",
  "summary": "GSI Technology names TSMC as the source of every wafer in its SRAM products, while Cadence shows up as a buyer, distributor, and purchasing channel.",
  "published_at": "2026-08-25T23:49:19.977309+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "GSI Technology, Inc.",
    "ticker": "GSIT",
    "cik": null,
    "sector": "Technology",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "GSI Technology's disclosed relationship map",
      "label": "CDNS",
      "value": "CDNS",
      "display": "CDNS",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "GSI Technology's disclosed relationship map",
      "label": "TSM",
      "value": "TSM",
      "display": "TSM",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "GSI Technology's disclosed relationship map",
      "label": "CDNS",
      "value": "CDNS",
      "display": "CDNS",
      "unit": "ticker",
      "period": null,
      "detail": "24.0% revenue",
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "GSI Technology's disclosed relationship map",
      "label": "NOK",
      "value": "NOK",
      "display": "NOK",
      "unit": "ticker",
      "period": null,
      "detail": "12.0% revenue",
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "GSI Technology's disclosed relationship map",
      "label": "AVT",
      "value": "AVT",
      "display": "AVT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "GSI Technology's disclosed relationship map",
      "label": "CDNS",
      "value": "CDNS",
      "display": "CDNS",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "GSI Technology's disclosed relationship map",
      "label": "AVT",
      "value": "AVT",
      "display": "AVT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "GSI Technology's disclosed relationship map",
      "label": "NVDA",
      "value": "NVDA",
      "display": "NVDA",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-25"
      }
    }
  ],
  "watch_next": [
    {
      "type": "product_pipeline",
      "statement": "R&D expense drivers were disclosed with large percentage increases in compute/infrastructure and engineering materials tied to new product introductions.",
      "importance": "medium",
      "evidence": "The increase in research and development expenses for the first quarter of fiscal year 2027 was primarily driven by a 112% increase in compute and infrastructure, a 31% increase in compensation and benefits, including stock-based compensation, reflecting employee growth and compensation increases, and a 204% increase in engineering development materials for new product introductions.",
      "source_date": "2026-05-20"
    },
    {
      "type": "interest_rates",
      "statement": "Revolving credit facility contractual cash interest expense of $2.5M was reported for Q1 2026; interest expense increased due to outstanding revolver borrowings.",
      "importance": "medium",
      "evidence": "Interest Expense Three Months Ended March 31, 2026 March 31, 2025 (In millions) Contractual cash interest expense: Senior Notes $ 27.7 $ 27.7 Revolving Credit Facility 2.5 — Amortization of debt discount and debt issuance costs: Senior Notes 1.0 1.0 Revolving Credit Facility 0.1 0.1 Other 0.3 0.3 Total interest expense $ 31.6 $ 29.1 Interest expense increased during the three months ended March 31, 2026, as compared to the three months ended March 31, 2025, primarily due to incremental interest",
      "source_date": "2026-05-01"
    }
  ],
  "related_tickers": [
    "AVT",
    "CDNS",
    "GD",
    "GSIT",
    "IFNNY",
    "INTC",
    "LMT",
    "NOK",
    "NVDA",
    "SONY",
    "TSM"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}