GSI (GSIT) 16th Annual LD Micro Invitational Conference summary Event summary combining transcript, slides, and related documents. 16th Annual LD Micro Invitational Conference summary 20 May, 2026Company overview and financials Over 30 years of experience in high-performance SRAM, with a strong partnership with TSMC for manufacturing. Self-funded $175 million in R&D for AI product development, with $47 million raised in October last year. 126 employees, primarily design and software engineers; $67 million in cash and no debt. Insider ownership exceeds 20%, including management and original angel funders. Year-over-year revenue growth of 20-22%, with trailing 12-month revenue at $25 million, mostly from SRAM. AI product line and technology Focused on edge AI markets, not data centers, targeting applications like autonomous drones, satellites, and smart cities. Developed an Associative Processing Unit (APU) using compute-in-memory (CIM) architecture, reducing data movement and power consumption. Cornell study showed Gemini-I board used 98% less power than an NVIDIA GPU for RAG applications. Won POCs for drone surveillance and smart city deployments, demonstrating superior performance per watt. Aggressively filing patents, with 147 total and 88 related to the APU. Product roadmap and applications Gemini-II chip powers current POCs, including a Department of Defense drone surveillance system and a smart city project in Taiwan. Smart city POC phases: 20 cameras (phase I), 80 cameras with audio (phase II), and a potential 6,000 camera deployment (phase III) in 2025-2027. Next-gen Plato chip, designed for LLMs, will be smaller, lower power (10W), and ready by March/April next year. Plato targets true edge applications, not data centers, with further miniaturization and power reduction. Future products may address data center needs, with discussions underway with funding partners. Latest events from GSI - 22.4% revenue growth, $13.2M net loss, and $67.2M cash support Gemini-II and Plato progress.GSITQ4 20268 May 2026 - Edge AI