Alpha and Omega Semiconductor Ltd (AOSL)

The days of inventory on hand (DOH) for Alpha and Omega Semiconductor Ltd exhibit notable fluctuations over the analyzed period from June 30, 2021, through June 30, 2025. In the fiscal year ending June 30, 2021, the company maintained a DOH of approximately 124.50 days, indicating a relatively extended period of inventory storage before sale. By June 30, 2022, this figure decreased to approximately 113.33 days, reflecting an improvement in inventory turnover efficiency during that period.

However, the DOH increased significantly in the subsequent year, reaching approximately 136.00 days as of June 30, 2023. This upward trend continued into June 30, 2024, with the DOH rising further to approximately 147.21 days, signaling a lengthening of the inventory holding period and suggesting potential challenges in inventory management or changes in product demand.

Remarkably, the data for June 30, 2025, reports a drastically reduced DOH of approximately 0.13 days. This figure appears anomalous relative to historical trends and may indicate an inconsistency or data entry error, as such a minimal inventory holding period is highly unlikely for a semiconductor manufacturing firm over a fiscal year.

Overall, the trend from 2021 through 2024 illustrates a period of increasing inventory holding duration, which could imply slower sales cycles, increased inventory accumulation, or strategic inventory buildup. The sudden and substantial decrease in the DOH in 2025 warrants further investigation to confirm data accuracy and to understand underlying operational or strategic changes that may have influenced inventory practices.

Peer comparison

Jun 30, 2025