Segment and Geographic Information (Tables)

9 Months Ended

Mar. 31, 2026

The Company sells its products primarily to distributors in the Asia Pacific region, who in turn sell these products to end customers. Because the Company’s distributors sell their products to end customers which may have a global presence, revenue by geographical location is not necessarily representative of the geographical distribution of sales to end user markets.

The revenue by geographical location in the following tables is based on the country or region in which the products were shipped to:


	Three Months Ended March 31,				Nine Months Ended March 31,
	2026		2025		2026		2025
	(in thousands)				(in thousands)
Hong Kong	$	155,655	$	141,316	$	489,833	$	445,451
China	4,602		18,701		9,623		55,871
South Korea	520		515		1,468		1,214
United States	2,151		1,167		4,595		2,939
Other countries	864		2,936		3,037		14,203
	$	163,792	$	164,635	$	508,556	$	519,678

The following is a summary of revenue by product type:


	Three Months Ended March 31,				Nine Months Ended March 31,
	2026		2025		2026		2025
	(in thousands)				(in thousands)
Power discrete	$	115,051	$	106,822	$	324,542	$	342,232
Power IC	46,890		54,576		178,425		161,251
Packaging and testing services and other	1,851		438		5,589		2,354

License and development services	—		2,799		—		13,841
	$	163,792	$	164,635	$	508,556	$	519,678

Schedule of Revenue from External Customers and Long-Lived Assets, by Geographical Areas

Long-lived assets, net consisting of property, plant and equipment and operating lease right-of-use assets, net by geographical area are as follows:


	March 31, 2026		June 30, 2025
	(in thousands)
China	$	104,041	$	99,389
United States	226,447		230,518
Other countries	6,241		5,478
	$	336,729	$	335,385

ALPHA & OMEGA SEMICONDUCTOR Ltd 10-Q