Lattice Semiconductor

At the Technology Leadership Forum 2026, Lattice Semiconductor announced an increased focus on data centers and AI infrastructure and reported revenue growth of over 80% in its communications and computing segment. Management expects FPGA revenue to double from about $500 million to roughly $1 billion, driven by higher server unit counts, increased attach rates and a more favorable product mix. The integration of the AMI acquisition is intended to combine FPGA and firmware capabilities into higher-value solutions for hyperscalers, while lead times have fallen to around 40 days but assembly/test/packaging remain bottlenecks. Lattice expects material revenues from physical AI from the end of 2025 and sees further growth in the coming years from volume expansion and higher average selling prices. » Más en de.investing.com

Lattice Semiconductor shares fell about 5.8% premarket, despite the company reporting a record quarter with $201.1m in revenue (+62% year‑on‑year) and adjusted EPS of $0.53. The Q3 guidance of $0.54–0.58 beat consensus but, after a prior rally, left little further upside. Weighing on the stock was the recently completed $1bn acquisition of AMI, which is expected to improve margins, EBITDA and free cash flow mid‑term but brings near‑term additional debt and integration risks. The price decline largely reflects profit‑taking and a reassessment of the acquisition’s consequences, not a deterioration in the core business. » Más en de.investing.com

Lattice Semiconductor reported record Q2 revenue of $201 million (+62% y/y) and non-GAAP EPS of $0.53, both above analysts' expectations. The stock rose sharply in regular trading but gave up some gains after hours as investors weighed the results against the outlook and the recent AMI acquisition. The company completed the $1 billion acquisition of AMI, expects combined Q3 revenue of about $245–265 million (midpoint $255 million), implying an annualized revenue run rate of >$1 billion. Risks remain from supply shortages, integration effort and higher debt to finance the deal. » Más en de.investing.com