Key Takeaways LSCC benefits from compliance-led PQC adoption as NIST standards push secure hardware refresh cycles.MCHP aims mandated migration with crypto-agile MCUs, FPGAs and secure hardware for long-lifecycle customers.STM advances PQC via crypto-agile hardware and libraries across automotive, industrial and IoT markets.In 2026, post-quantum cryptography (PQC) stands out as one of the most investable segments of the broader quantum ecosystem, not because of hype or distant technological breakthroughs, b ...

Investors interested in Electronics - Semiconductors stocks are likely familiar with Infineon Technologies AG (IFNNY) and Lattice Semiconductor (LSCC) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with str ...

Lattice Semiconductor Schedules Fourth Quarter and Full Year 2025 Results Conference CallJan 27, 2026 6:00 AM Eastern Standard Time# Lattice Semiconductor Schedules Fourth Quarter and Full Year 2025 Results Conference CallShare---HILLSBORO, Ore.--([BUSINESS WIRE])-- [Lattice Semiconductor Corporation] (Nasdaq: LSCC), the low power programmable leader, today announced that it will hold its fourth quarter and full year 2025 conference call on Tuesday, February 10, 2026. Ford Tamer, Chief Executive Officer, an ...

Group 1 - The core viewpoint of the article is that semiconductor revenue from AI applications is expected to grow significantly, from $220 billion in 2025 to over $550 billion by 2028, according to RBC Capital Markets [1] - Current market supply is tight, with enterprise order delivery cycles extended to 18 months, which clarifies the industry's outlook [1] - Infrastructure bottlenecks may delay some projects, but this could smooth out the spending cycle in the AI sector rather than being a negative factor [1] Group 2 - RBC Capital Markets has initiated coverage on several semiconductor companies, giving them an "outperform" rating, including Nvidia, Micron Technology, Marvell Technology, Arm, Astera Labs, ASML, Applied Materials, Lam Research, and Lattice Semiconductor [1] - For companies like Broadcom, AMD, Intel, KLA, SanDisk, Qualcomm, Skyworks, and Silicon Labs, RBC has assigned a "market perform" rating [2] Group 3 - High Bandwidth Memory (HBM) demand is expected to be a core growth driver, potentially reducing the cyclical volatility of the memory market [3] - AI workloads are shifting towards reinforcement learning and distributed inference, which require high memory performance [3] - The upcoming HBM4 iteration is anticipated to be beneficial, with average prices expected to increase by 30-50% [3] - The demand for high-capacity server memory (DIMM) and solid-state drives (NAND eSSD) is also driven by the explosion of generative AI [3] - Despite high memory prices potentially impacting demand in the PC and smartphone markets, the memory industry is expected to remain in a supply-demand imbalance until 2027 [3] - Capital expenditures in the wafer fabrication equipment (WFE) sector are projected to maintain strong growth over the next two years [3] - Technological trends such as backside power delivery, advanced packaging, and three-dimensional structures are expected to drive at least high single-digit growth in the wafer fabrication equipment market over the next two years [3]

PresentationQuinn BoltonNeedham & Company, LLC, Research Division Good morning, everybody. We'll go ahead and get started. Welcome, everyone, to Needham's 28th Annual Growth Conference. My name is Quinn Bolton. I'm the semiconductor analyst at Needham. It's my pleasure to host this fireside chat with Lattice Semiconductor. The company is the leading provider of low-power programmable devices in the world that has driven innovation in the programmable market for over 40 years. Lattice's solutions span the co ...

Lattice Semiconductor FY Conference Summary Company Overview - **Company**: Lattice Semiconductor (NasdaqGS:LSCC) - **Industry**: Semiconductor, specifically low-power programmable devices - **Market Position**: Leading provider with over 40 years of innovation in the programmable market - **Key Markets**: Communications, computing, industrial, automotive, and consumer markets [1][2] Core Business Insights - **Revenue Breakdown**: - Communications and computing account for over 50% of revenue - Server business grew 80% year-on-year - Communication segment grew 63% year-on-year - Industrial automotive segment is expected to return to growth in 2026 [3][22] - **Production Volume**: Shipped over 150 million units last year, expected to increase to 180 million this year [3] Strategic Pillars 1. **Companion Role**: Lattice provides support functions for powerful ASICs, enhancing their performance and functionality [4][5] 2. **Small and Mid-Range FPGA Roadmap**: Focused on developing the best roadmap for small and mid-range FPGAs, emphasizing low latency, high precision, and parallel processing capabilities [15][18] 3. **Sustainable Growth**: The company aims for sustainable growth through innovation and expanding its product portfolio [18][19] Market Trends and Growth Drivers - **Disaggregation in AI Servers**: Transition from single board to multiple specialized boards (processor, networking, storage, etc.) is increasing FPGA usage per rack [25][26] - **CapEx Growth**: Anticipated 50% growth in capital expenditures for cloud service providers, contributing to demand for FPGAs [26] - **AI Server Growth**: AI servers currently represent 12% of total servers, with higher FPGA content compared to traditional servers [27][28] Financial Performance and Projections - **Gross Margin**: Currently at 69%-70%, with strong EBITDA and free cash flow [21] - **Long-Term Growth Rate**: Expected to be between 15%-20%, with a consensus growth rate of 21% for the current year [21][23] - **2026 Outlook**: Anticipated to be a strong year for data centers and small FPGAs, with growth in industrial automotive expected to ramp up in 2027 [22][23] Competitive Landscape - **Main Competitors**: Xilinx is the primary competitor, with Altera being monitored for potential aggressive moves in the market [39][40] - **Market Differentiation**: Lattice emphasizes its unique low-power, small FPGA architecture as a sustainable competitive advantage [39] Capital Allocation and M&A Strategy - **Focus on Organic Growth**: Prioritizing organic investments in product expansion and innovation [41] - **Potential for Inorganic Growth**: Open to strategic acquisitions to enhance customer offerings and capabilities [42][43] Conclusion - Lattice Semiconductor is well-positioned for growth in the semiconductor industry, particularly in low-power programmable devices, with a strong focus on innovation, market expansion, and strategic partnerships. The company is set to capitalize on emerging trends in AI and data centers while maintaining a competitive edge through its unique product offerings and robust financial health [20][44]

4%，博通、英伟达、谷歌涨超2%。 格隆汇1月2日｜美股AI芯片股集体走高，其中，莱迪思半导体涨超6%，英特尔、AMD、台积电涨超 | 代码 | 名称 | | 涨跌幅 √ | | --- | --- | --- | --- | | LSCC | 莱迪思半导体 | | 6.58% | | INTC | 英特尔 | | 4.73% | | AMD | 美国超微公司 | 0 | 4.81% | | TSM | 台积电 | | 4.12% | | AVGO | 博通 | | 2.94% | | NVDA | 英伟达 | | 2.49% | | GOOGL | 谷歌-A | | 2.26% | | GOOG | 谷歌-C | | 2.15% | | NXPI | 恩智浦 | | 1.64% | | AMZN | 亚马逊 | | 1.49% | | QCOM | 高通 | | 1.10% | ...

Core Insights - Lattice Semiconductor (NASDAQ: LSCC) is set to showcase its innovations at the International VLSID Conference scheduled for January 3 – 7, 2026, in Pune, India [1] - The company's Senior Vice President of Research and Development, Pravin Desale, will present a keynote on the market dynamics and trends that are driving low power FPGAs to the forefront of technological advancements [1]

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...