On February 3, 2026, a post was issued on Stockwits in which it stated that “GSI is almost certainly hiding that their chip did not run Gemma-3 at all, only the pre-generation RAG phase. APU lack the MAC units required for matrix multiplication, which is critical for AI workloads.”
On this news, GSI Technology’s stock price fell $1.08 per share, or 14.2%, to close at $6.52 per share on February 4, 2026.