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 ...

Core Insights - Paloma Partners Management has completely exited its position in Lattice Semiconductor, selling 200,000 shares valued at $9.8 million as of November 14 [1][2]. Company Overview - Lattice Semiconductor specializes in developing and selling programmable logic devices, particularly focusing on FPGAs and related solutions for various end markets [4][8]. - The company serves original equipment manufacturers (OEMs) across communications, computing, consumer, industrial, and automotive sectors globally [4][8]. Financial Performance - As of November 14, Lattice Semiconductor's stock price was $64.18, reflecting a 26.8% increase over the past year, outperforming the S&P 500 by 12.1 percentage points [7]. - The company's market capitalization stands at $8.8 billion, with a trailing twelve months (TTM) revenue of $494.9 million and a net income of $27.2 million [3]. Investment Performance - Lattice Semiconductor's stock has returned 39.2% year-to-date through December 5, surpassing the S&P 500's return of 18.2% and the Nasdaq Composite's return of 22.8% [5]. - The exit from Lattice Semiconductor by Paloma Partners suggests a potential missed opportunity, as the stock has continued to trade at higher levels post-September 30 [5].

Core Points - Lattice Semiconductor has been recognized as the 'Most Respected Public Semiconductor Company' at the 2025 Global Semiconductor Alliance (GSA) Awards, highlighting its excellence in the industry [1][2] - The GSA Awards celebrate the achievements of the semiconductor industry, with members representing 80% of the over $620 billion semiconductor market [3] Company Overview - Lattice Semiconductor is a leader in low power programmable solutions, addressing customer needs across various sectors including Communications, Computing, Industrial, Automotive, and Consumer markets [4] - The company emphasizes its commitment to innovation and customer support, aiming to create a smart, secure, and connected world [4]

Core Viewpoint - Lattice Semiconductor Corporation has authorized a stock repurchase program of up to $250 million, reflecting its strong financial position and commitment to returning capital to shareholders while investing in market leadership [1] Financial Position - The company is in a strong financial position, which enables it to return capital to shareholders [1] Investment Strategy - Lattice Semiconductor plans to continue making investments to strengthen its market leadership in Small and Mid-Range FPGAs [1]

Core Insights - Lattice Semiconductor's Q3 results met Wall Street expectations for revenue and non-GAAP profit, but the market reacted negatively due to concerns over inventory normalization in industrial and automotive markets [1][5] - The company experienced accelerating demand in communications and computing, particularly from data center and AI infrastructure customers, which CEO Ford Tamer highlighted as a foundation for rapid growth [1][5] Financial Performance - Revenue for Q3 was $133.3 million, slightly above analyst estimates of $133 million, reflecting a 4.9% year-on-year growth [5] - Adjusted EPS was $0.28, matching analyst expectations, while adjusted EBITDA was $47.45 million, exceeding estimates with a 35.6% margin [5] - Q4 revenue guidance is set at $143 million at the midpoint, aligning with analyst expectations, and adjusted EPS guidance is $0.32 [5] Market Dynamics - The company’s market capitalization stands at $8.68 billion, indicating a solid valuation despite the recent market reaction [5] - Management noted that confidence in the 2026 outlook is bolstered by stronger bookings and increased AI capital expenditures from hyperscalers [5][4] Analyst Insights - Analysts raised questions regarding the impact of inventory normalization on future growth, with management indicating that accelerating growth in communications and compute would drive results [5][4] - Concerns about undershipment in industrial and automotive sectors were addressed, with management stating that these issues would be resolved by year-end [5][4] - The company emphasized its stable pricing strategy in the post-quantum cryptography market, despite supplier pressures [5][4]

Core Insights - The article emphasizes the importance of a comprehensive investment ecosystem approach rather than evaluating companies in isolation [1]. Group 1: Analyst Background - Michael Del Monte is a buy-side equity analyst with over 5 years of experience in the investment management industry [1]. - Prior to his current role, he spent over a decade in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and Consumer Discretionary [1]. Group 2: Investment Philosophy - Investment recommendations are based on the entirety of the investment ecosystem, highlighting the interconnectedness of various sectors and companies [1].

Core Insights - Lattice Semiconductor Corporation specializes in low-power, field-programmable gate arrays (FPGAs) and competes with major players like Xilinx and Altera [1] Financial Performance - In Q3, Lattice reported earnings of 28 cents per share, meeting analyst expectations, with quarterly sales of $133.349 million, slightly above the anticipated $133.028 million [2][6] - The company forecasts Q4 adjusted EPS between 30 cents and 34 cents, compared to market estimates of 32 cents, with sales projections ranging from $138 million to $148 million, exceeding the expected $141.918 million [3][6] Market Outlook - Robert W. Baird set a price target of $75 for LSCC, indicating a potential upside of 12.26% from its trading price of $66.81 [2] - CEO Ford Tamer emphasized broad-based growth across various markets and expressed optimism for continued growth into Q4 and beyond, highlighting a 13% growth in revenue and non-GAAP EPS [4] Stock Performance - LSCC's current stock price is $66.84, reflecting a decrease of 8.21% or $5.98, with a market capitalization of approximately $9.15 billion [5]