GSI Technology Defines Edge Strategy to Capture Growth in $2.7 Billion Drone Market

SUNNYVALE, Calif., Nov. 06, 2025 (GLOBE NEWSWIRE) -- GSI Technology, Inc. (Nasdaq: GSIT), the inventor of the Associative Processing Unit (APU), a paradigm shift in artificial intelligence (AI) and high-performance compute (HPC) processing providing true compute-in-memory (CIM) technology, today announced its defined edge strategy for the Gemini-II APU. GSI Technology’s focus on high-growth AI edge processor markets where its architecture delivers a decisive advantage in performance and power efficiency, beginning with drones, represents a segment projected to reach $2.7 billion by 20301. The APU architecture is applicable to both edge and data center inference. However, the data center market is saturated with large, well-capitalized incumbents, where power consumption approaches 2kW per GPU. The edge needs an entirely different compute architecture. Gemini-II delivers complex edge AI capability at 15W, which is required for drones, defense systems, robotics, and mobile platforms where competitors simply cannot compete. “Following our $50 million equity raise, GSI is advancing its roadmap to capture opportunities in edge markets, where our CIM architecture delivers meaningful improvements in power efficiency, latency, and on-device intelligence,” said Lee-Lean Shu, Chairman and Chief Executive Officer of GSI Technology. “At the edge, Gemini-II delivers GPU-class performance at a fraction of the power, enabling real-time responsiveness in power- and size-constrained environments. Its faster time-to-first-token offers a strong advantage in drone and defense applications, where milliseconds and mission endurance matter. Results from our current proof-of-concept engagements reflect this advantage, with customers seeing first-response times up to three times faster than alternative solutions.” The global edge AI processor market is projected to reach $9.6 billion by 2030, according to third-party research2. As AI transitions from broad data center deployments to purpose-built workloads at the edge, a new growth frontier is developing across markets that demand high volumes of compact, power-efficient devices. Leveraging its established relationships with defense agencies and contractors, and the unique advantages of its architecture for AI applications in these domains, GSI is prioritizing early edge AI deployment in the drone and military vehicle markets, where it sees immediate need and demand. Mr. Shu continued, “Our next-generation APU, Plato, will position GSI to participate in the broader wave of AI deployment, further penetrating embedded edge AI applications. We believe our progress with Gemini-II establishes a strong foundation for long-term growth and shareholder value creation.” A recent Cornell University study confirmed that GSI’s APU architecture achieves GPU-class performance with more than 98% lower energy consumption through its memory-centric design. The research also demonstrated that the APU performs retrieval tasks several times faster than conventional CPUs, reducing total processing time by up to 80%—underscoring its potential to transform power-sensitive AI workloads. ABOUT GSI TECHNOLOGY Founded in 1995, GSI Technology, Inc. is a leading provider of semiconductor memory solutions. GSI's resources are focused on bringing new products to market that leverage existing core strengths, including radiation-hardened memory products for extreme environments and Gemini-I and Gemini-II, associative processing units designed to deliver performance advantages for diverse artificial intelligence applications. GSI Technology is headquartered in Sunnyvale, California, and has sales offices in the Americas, Europe, and Asia. For more information, please visit www.gsitechnology.com. Forward-Looking Statements The statements contained in this press release that are not purely historical are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding GSI Technology’s expectations, beliefs, intentions, or strategies regarding the future. All forward-looking statements included in this press release are based upon information available to GSI Technology as of the date hereof, and GSI Technology assumes no obligation to update any such forward-looking statements. Forward-looking statements involve a variety of risks and uncertainties, which could cause actual results to differ materially from those projected. These risks include those associated with the normal quarterly and fiscal year-end closing process. Examples of risks that could affect our current expectations regarding future revenues and gross margins include those associated with fluctuations in GSI Technology’s operating results; GSI Technology’s historical dependence on sales to a limited number of customers and fluctuations in the mix of customers and products in any period; global public health crises that reduce economic activity; the rapidly evolving markets for GSI Technology’s products and uncertainty regarding the development of these markets; delays or unanticipated costs that may be encountered in the development of new products based on our in-place associative computing technology and the establishment of new markets and customer and partner relationships for the sale of such products; intensive competition; the continued availability of government funding opportunities; and delays or unexpected challenges related to the establishment of customer relationships and orders for GSI Technology’s radiation-hardened and tolerant SRAM products. Many of these risks are currently amplified by and will continue to be amplified by, or in the future may be amplified by, economic and geopolitical conditions, such as worldwide inflationary pressures, policy unpredictability, the imposition of tariffs and other trade barriers, military conflicts and a challenging global economic environment. Further information regarding these and other risks relating to GSI Technology’s business is contained in the Company’s filings with the Securities and Exchange Commission, including those factors discussed under the caption “Risk Factors” in such filings. Source: GSI Technology, Inc. Contacts:Investor RelationsHayden IRKim Rogers541-904-5075Kim@HaydenIR.com Media RelationsFinn Partners for GSI TechnologyRicca Silverio(415) 348-2724gsi@finnpartners.com CompanyGSI Technology, Inc.Douglas M. SchirleChief Financial Officer408-331-9802 1 Artificial Intelligence in Drones Market by Offering, Technology, Application & Region – Global Forecast to 2030. https://www.marketsandmarkets.com/Market-Reports/artificial-intelligence-drones-market-43722301.html2 Edge AI Processor Market by Type, Device, End Use, and Region: Global Opportunity Analysis and Industry Forecast, 2023–2032. https://www.alliedmarketresearch.com/edge-ai-processor-market-A24972

GSI Technology Defines Edge Strategy to Capture Growth in $2.7 Billion Drone Market

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