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Alpha & Omega (NASDAQ: AOSL) closes $150M Chongqing JV equity sale

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Alpha and Omega Semiconductor Limited has completed the sale of approximately 20.3% of the outstanding equity in its Chongqing, China power semiconductor packaging, testing and 12-inch wafer fabrication joint venture to SIMIC Holdings Co., Ltd. for an aggregate cash consideration of USD $150 million.

The price is payable in four installments, and the company received the final installment on May 11, 2026, which marked completion of the transaction. The company states that the equity interest sold is not significant under Rule 11-01(b)(2) of Regulation S-X, so no pro forma financial statements are provided.

Positive

  • None.

Negative

  • None.
Item 2.01 Completion of Acquisition or Disposition of Assets Financial
The company completed a significant acquisition or sale of business assets.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Purchase Price USD $150 million Aggregate cash consideration for 20.3% JV equity interest
Equity Interest Sold approximately 20.3% Outstanding equity in Chongqing power semiconductor JV
Completion Date May 11, 2026 Date final installment received and transaction completed
Significance Assessment Not significant As defined in Rule 11-01(b)(2) of Regulation S-X
equity transfer agreement financial
"entered into an equity transfer agreement (the “Agreement”) with SIMIC Holdings Co., Ltd."
An equity transfer agreement is a legal contract that records the sale or reassignment of ownership in a company’s shares from one party to another. Like handing over the keys when you sell a house, it changes who legally controls those ownership rights and any attached voting power or dividend claims. Investors care because such transfers can shift control, dilute or concentrate stakes, affect company strategy and influence future share value.
pro forma financial statements financial
"No pro forma financial statements reflecting the impact of the Transaction are provided"
Pro forma financial statements are hypothetical financial reports that show what a company's income, cash flow or balance sheet would look like after a planned change—such as a merger, asset sale, or major one‑time adjustment—by applying specific assumptions. Investors use them like a “before‑and‑after” sketch to gauge the potential impact of that change on profits, cash and debt, but they depend on assumptions and should be compared with the company’s official reports.
Regulation S-X regulatory
"not significant as defined in Rule 11-01(b)(2) of Regulation S-X"
A set of U.S. securities rules that prescribes how public companies must prepare, present and have audited their financial statements and related exhibits. It lays out formats, required schedules and minimum disclosure standards so financial reports follow a consistent structure. For investors, this consistency and verification act like a standard recipe and inspection checklist, making financial statements easier to compare, trust and use for valuation decisions.
emerging growth company regulatory
"Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
_________________________________

FORM 8-K
 
_________________________________

CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): May 11, 2026
 
 _________________________________

Alpha and Omega Semiconductor Limited
(Exact name of registrant as specified in its charter)
 
  
Bermuda001-3471777-0553536
(State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.)
Clarendon House
2 Church Street
Hamilton HM 11
Bermuda
(Address of principal registered offices)
(408) 830-9742
(Registrant’s telephone number, including area code)
N/A
(Former name or former address, if changed since last report)
 
 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
 
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
 
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
 
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))


Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common SharesAOSLThe NASDAQ Global Select Market


Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.






Item 2.01 Completion of Acquisition or Disposition of Assets.

As previously disclosed, on July 14, 2025, Alpha & Omega Semiconductor Limited (the “Company”) and its subsidiary, Alpha & Omega Semiconductor (Shanghai) Ltd., entered into an equity transfer agreement (the “Agreement”) with SIMIC Holdings Co., Ltd., a limited liability company established according to the laws of China (the “Investor”), to sell approximately 20.3% of outstanding equity interest of the Company’s joint venture of power semiconductor packaging, testing and 12-inch wafer fabrication facility located in Chongqing, China (the “Transaction”). The aggregate cash consideration for the sale under the Agreement was USD $150 million (the “Purchase Price”) to be paid in four installments. The Company received the last installment of the Purchase Price from the Investor on May 11, 2026, and the Transaction was completed on such date.

The foregoing description of the Agreement and the Transaction does not purport to be a complete statement of the parties’ rights and obligations under the Agreement and the Transaction thereby or a complete explanation of the material terms thereof. The foregoing description is subject to and qualified in its entirety by reference to the complete text of the Agreement, which was filed as an exhibit to our Quarterly Report on Form 10-Q for the quarter ended on September 30, 2025, filed on November 6, 2025, and which is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits

(b) Pro Forma Financial Information

No pro forma financial statements reflecting the impact of the Transaction are provided in this report, as the equity interest disposed of in the Transaction were not significant as defined in Rule 11-01(b)(2) of Regulation S-X.

(d) Exhibits
Exhibit No.
Description
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)






SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: May 12, 2026
Alpha and Omega Semiconductor Limited
By:/s/    Yifan Liang
Name:Yifan Liang
Title:Chief Financial Officer and Corporate Secretary
 


FAQ

What asset did Alpha and Omega Semiconductor (AOSL) sell in this 8-K?

Alpha and Omega Semiconductor sold approximately 20.3% of the outstanding equity in its Chongqing, China joint venture for power semiconductor packaging, testing and 12-inch wafer fabrication, transferring this minority stake to SIMIC Holdings Co., Ltd. under a previously disclosed equity transfer agreement.

How much cash did Alpha and Omega Semiconductor (AOSL) receive from the Chongqing JV sale?

The company agreed to receive aggregate cash consideration of USD $150 million for selling the 20.3% equity interest. This purchase price is payable in four installments and represents the total consideration under the equity transfer agreement with SIMIC Holdings Co., Ltd.

When did Alpha and Omega Semiconductor (AOSL) complete the JV equity sale?

Completion occurred on May 11, 2026, when Alpha and Omega Semiconductor received the final installment of the USD $150 million purchase price. Receipt of this last payment satisfied the equity transfer agreement terms and marked the closing of the Chongqing joint venture transaction.

Who is the buyer in Alpha and Omega Semiconductor’s (AOSL) Chongqing JV transaction?

The buyer is SIMIC Holdings Co., Ltd., a limited liability company organized under Chinese law. SIMIC entered into an equity transfer agreement with Alpha and Omega Semiconductor and its Shanghai subsidiary to acquire approximately 20.3% of the joint venture’s outstanding equity interest.

Why did Alpha and Omega Semiconductor (AOSL) not include pro forma financials for this transaction?

The company states that pro forma financial statements are not provided because the equity interest disposed of in the transaction was not significant as defined in Rule 11-01(b)(2) of Regulation S-X, meaning the disposal did not meet the SEC’s quantitative significance thresholds.

Where can investors find the full equity transfer agreement for AOSL’s JV sale?

The complete text of the equity transfer agreement was filed as an exhibit to Alpha and Omega Semiconductor’s Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, filed on November 6, 2025, and is incorporated by reference in this report.

Filing Exhibits & Attachments

3 documents