Form 4: AOSL Director Salameh Receives RSU Grant

Alpha & Omega Semiconductor Director Michael J. Salameh was granted 5,681 restricted share units as compensation for board service.

Summary

• Michael J. Salameh, a Director of Alpha & Omega Semiconductor Ltd (AOSL), acquired 5,681 common shares.
• The acquisition occurred on November 11, 2025, and was in the form of Restricted Share Units (RSUs).
• These RSUs were granted for services on the Board of Directors under the Issuer's 2018 Omnibus Incentive Plan.
• The RSUs will vest in four successive equal quarterly installments upon the completion of each quarter of Board service following the grant date.
• Following this transaction, Michael J. Salameh beneficially owns 64,824 common shares.
• The transaction price for the RSU grant was $0.

Sentiment

Score: 6

Explanation: Slightly positive, as it represents routine director compensation that aligns interests, without indicating any significant operational or financial changes.

Positives

• The RSU grant aligns the director's financial interests with those of the shareholders, incentivizing long-term performance.
• This is a standard form of compensation for board service, reflecting ongoing commitment from management.

Negatives

• The issuance of new shares for compensation can result in minor dilution for existing shareholders, though this is typical for RSU grants.

Risks

• The RSUs are subject to a vesting schedule, meaning the director must continue board service for the shares to fully vest; forfeiture could occur if service ceases prematurely.

Future Outlook

The granted Restricted Share Units are scheduled to vest in four successive equal quarterly installments, contingent upon the director's continued service on the Board of Directors following the grant date.

Industry Context

The granting of Restricted Share Units (RSUs) to directors is a common practice in the semiconductor industry and broader corporate landscape, serving as a key component of executive and board compensation packages to align leadership interests with long-term shareholder value.

Comparison to Industry Standards

• The use of Restricted Share Units (RSUs) for director compensation is a widely accepted practice across various industries, including technology and semiconductors, aligning with global benchmarks for corporate governance and incentive structures.
• Companies like Intel, NVIDIA, and Qualcomm frequently utilize equity-based compensation, such as RSUs, to attract and retain top talent and board members, making AOSL's approach consistent with industry norms.

Corporate Governance

Related Party Transactions

• The grant of Restricted Share Units to Director Michael J. Salameh constitutes a related party transaction, as it involves compensation from the company to a member of its board.

Stakeholder Impact

• Shareholders: Minor potential for dilution from the issuance of new shares, but balanced by increased alignment of director interests with long-term company performance.
• Employees: No direct impact mentioned in this filing.

Next Steps

• The RSUs will vest in four successive equal quarterly installments upon the Reporting Person's completion of each quarter of Board service following the grant date.

Key Dates

Keywords

AOSL, Form 4, Restricted Share Units, RSU, Director Compensation, Insider Transaction, Stock Grant, Corporate Governance