莱迪思半导体2025财年Q3业绩复苏，AI业务成增长新引擎

Core Viewpoint - Lattice Semiconductor (NASDAQ: LSCC) reported a significant turnaround in Q3 of fiscal year 2025, with revenue returning to a growth trajectory driven by strong core business performance and positive outlook for future AI business [1]. Financial Performance - Q3 revenue reached $133 million, representing a year-over-year increase of 4.9% and a quarter-over-quarter increase of 7.6%, ending a streak of seven consecutive quarters of year-over-year decline [2]. - Non-GAAP net profit was $38.2 million, up 17.2% year-over-year, with a Non-GAAP net profit margin of 28.6% [2]. Business Development - The communications and computing segment was the main growth driver, with revenue of $74 million, a year-over-year increase of 21%, accounting for 55% of total revenue [3]. - Growth was primarily driven by increased use cases in AI servers and general-purpose servers, as well as demand for wired data center infrastructure [3]. Future Outlook - The order volume for the quarter reached a six-quarter high, with the order-to-shipment ratio at its highest point in nearly a year and a half. Management indicated that orders are booked through the first half of 2026 [4]. - The company expects AI-related revenue to account for "teen" percentages in 2025, with plans to increase this to "twenty-something" percentages by 2026 [4]. Capital Movements - The company repurchased $15 million in stock during the quarter and has executed a buyback plan for 20 consecutive quarters [5].