Lattice Semiconductor Corporation, together with its subsidiaries, develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas. It offers field programmable gate arrays (FPGA), which are regular arrays of logic that can be custom-configured by the user through software. The company's products include small FPGA platforms, including Lattice Nexus and Lattice Nexus 2; Lattice Avant, a mid-range FPGA platform; general purpose FPGA, such as Lattice Avant-G, Certus-NX, CertusPro, and Certus-N2; and specialized FPGAs, which includes Lattice Avant-E, Avant-X, SCP, MachXO, iCE, CrossLink,and CrossLinkPlus. It also provides design software that includes Lattice Radiant to deliver tools that enable predictable design convergence; Lattice Propel for creating embedded processor-based designs; develops Lattice Automate for industrial automation and robotics; Lattice mVision forlow power embedded vision; Lattice ORAN for control data security, fronthaul synchronization, and low power hardware acceleration; Lattice sensAI for Edge AI applications; Lattice Sentry for hardware security implementation; and Lattice Drive for automotive system designs and applications. In addition, the company offers Glance, an edge AI application software that allows users to control the AI and computer vision experiences for various edge applications, including client computing, industrial, and automotive applications; and sells video connectivity application specific standard products. Further, it provides standard IP and IP core licensing, patent monetization, and IP services. The company serves communications and computing, industrial and automotive, and consumer markets. Lattice Semiconductor Corporation was incorporated in 1983 and is headquartered in Hillsboro, Oregon.
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Lattice Semiconductor Q2 Earnings Call: Top 5 Analyst Questions
Lattice Semiconductor reported second quarter revenue of $201.1 million, beating analyst estimates of $185.2 million and growing 62.2% year-on-year, while adjusted EPS of $0.53 exceeded expectations of $0.44. The company guided third quarter revenue to $255 million at the midpoint, well above the $193.4 million consensus, and adjusted EPS to $0.56 versus the $0.47 estimate. During the earnings call, analysts questioned management on FPGA attach rates, the impact of AMI's hardware business on margins, supply constraints, cost pass-through, and new product contribution. CEO Fouad Tamer said new products will exceed 25% of revenue this year and that Lattice's growth outpaces industry peers due to product innovation and share gains.
Lattice Semiconductor Posts Record Revenue and Raises Guidance After AMI Acquisition
Lattice Semiconductor reported record second-quarter fiscal 2026 revenue of $201 million, up 18 percent sequentially and 62 percent year over year, and raised its third-quarter total revenue guidance to between $245 million and $265 million following the close of its AMI acquisition. Non-GAAP earnings per share reached $0.53, more than doubling from a year ago, while non-GAAP gross margin expanded to 71.7 percent. The Compute and Communications segment hit a record, growing 83 percent year over year on data-center AI demand, and the newly acquired AMI business is expected to contribute $33 million to $37 million in the third quarter. CEO Ford Tamer said the company has already reached a $1 billion annualized revenue run rate a quarter ahead of schedule and expects to exceed its long-term goal of $3 billion by 2030. The company guided for combined non-GAAP gross margin of 69.5 percent in the third quarter, reflecting a transitory low-margin hardware pass-through business being divested from AMI, and sees non-GAAP EPS of $0.54 to $0.58.
Lattice Semiconductor grants 444,588 restricted stock units to 45 new employees as inducement awards
Lattice Semiconductor announced that its Compensation Committee approved restricted stock unit awards covering an aggregate of 444,588 shares to 45 new employees under the company's 2025 Inducement Equity Incentive Plan. The awards were granted as inducements material to the employees' commencement of employment in connection with Lattice's acquisition of AMI and pursuant to Nasdaq Listing Rule 5635(c)(4). The restricted stock units will vest over two years, with 50% vesting on the first anniversary of the acquisition closing and the remaining 50% on the second anniversary, subject to continued service and any accelerated vesting provisions in individual letter agreements.
US semiconductor stocks fall on new tariffs targeting key supply chain partners
Shares of several US semiconductor companies declined after the US government announced new tariffs of 10% to 12.5% on 60 trading partners, including the European Union, Japan, South Korea, and Taiwan, over forced labor concerns. The tariffs, imposed under Section 301, are seen as legally durable and potentially permanent, raising fears of long-term margin compression for US chipmakers that rely on imported materials, equipment, and outsourced assembly and test services from these regions. Among the affected stocks, Lattice Semiconductor fell 4.5%, Allegro MicroSystems dropped 4.2%, Monolithic Power Systems declined 3%, Marvell Technology lost 5.3%, and MACOM decreased 4%. The sell-off added to a global rout that began overnight with Asian chip heavyweights Samsung and SK Hynix.
Lattice Semiconductor Rose on Strong Results, Guidance and AMI Acquisition
Lattice Semiconductor shares rose after the company reported better-than-expected results and issued stronger-than-expected revenue and profit guidance, marking an important step forward under new management. Demand improved across server, communications and industrial end markets. Lattice also announced a $1 billion acquisition of AMI, a leader in platform firmware and data center infrastructure manageability, which should expand its data center capabilities and broaden its addressable market. Artisan Small Cap Fund believes the acquisition will accelerate Lattice's profit cycle and added to its position during the quarter.
Allegro MicroSystems Gains on Industrial and Auto Recovery, AI Server Content
Allegro MicroSystems shares benefited from a recovery in industrial and automotive end markets and increasing content in newer AI server architectures, according to ClearBridge Investments' Small Cap Growth Strategy second-quarter 2026 commentary. The strategy saw material gains in semiconductor holdings including Allegro MicroSystems and Lattice Semiconductors. Allegro MicroSystems closed at $50.07 per share on July 23, 2026, with a market capitalization of $9.33 billion, posting a one-month return of negative 16.81% and a 52-week gain of 42.91%. The Russell 2000 Growth Index rose 25.6% in the quarter, its third-best quarterly performance in two decades, driven by AI enthusiasm, biotech strength, and high-beta stocks. The ClearBridge strategy returned over 21% gross but lagged its benchmark due to weakness in certain healthcare and financial stocks and limited exposure to high-momentum AI names.
Nvidia Leads Processors and Graphics Chips Stocks with 85% Revenue Surge in Q1
Processors and graphics chips stocks delivered a very strong first quarter, with the nine companies tracked collectively beating revenue estimates by 4.8% and issuing next-quarter guidance 4.2% above consensus. Nvidia led the group with revenue of $81.62 billion, up 85.2% year-on-year and exceeding analyst expectations by 3.5%, though its stock fell 9.1% since reporting. Lattice Semiconductor posted the best quarter relative to estimates with a 3.6% revenue beat, while Qualcomm had the weakest performance, missing next-quarter guidance significantly. Penguin Solutions achieved the largest analyst estimate beat at 17.5%, and Qorvo recorded the slowest revenue growth among peers with a 7% decline.
Shares of Lattice Semiconductor, AMD, and Qualcomm fell in afternoon trading after TSMC raised its capital expenditure guidance, compounding a sector-wide selloff that began with ASML the day before. TSMC shares dropped roughly 4% despite a record profit beat, as the company increased its 2026 capex outlook to $60–$64 billion from a prior ceiling of $56 billion, while also guiding third-quarter operating margins about 70 basis points below consensus and warning that overseas expansion and 2-nanometer ramp costs would dilute gross margins in the second half of the year. The capex reset shifted investor focus to cash generation and the cost of staying at the leading edge, compressing near-term free cash flow and triggering a multiple de-rating across the sector. Lattice Semiconductor fell 4.6%, AMD fell 6.5%, and Qualcomm fell 4.1% as the market continued to watch whether downstream software monetization from major hyperscalers can justify the massive capital costs flowing through the hardware supply chain.
MACOM, Lattice Semiconductor, and Amtech Shares Jump on Cooler Inflation and IBM AI Demand Signal
Shares of MACOM, Lattice Semiconductor, and Amtech rose sharply in afternoon trading after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM validated AI hardware demand. June core CPI was flat month-over-month, reopening the door to a friendlier interest rate environment, while IBM CEO Arvind Krishna revealed that clients shifted enterprise budgets toward servers, storage, and memory to secure supply-constrained AI infrastructure. The soft inflation print lowers the discount rate for high-multiple semiconductor valuations, and IBM's warning acts as direct confirmation that AI infrastructure spending is not slowing down. MACOM jumped 2.8%, Lattice Semiconductor gained 2.8%, and Amtech rose 2.6%.
TimesSquare Capital: Lattice Semiconductor Revenue Growth Supported by Data Center and AI Demand
TimesSquare Capital Management's U.S. Mid Cap Growth Strategy highlighted Lattice Semiconductor Corporation in its first-quarter 2026 investor letter, noting that robust demand for data centers and AI-related physical infrastructure supported the company's revenue upside. Lattice Semiconductor, which develops low-power field-programmable gate arrays, saw its stock price rise 26% following a solid quarter, with management indicating that demand signals strengthened and first-quarter guidance was well ahead of projections. The stock closed at $152.96 per share on June 30, 2026, with a one-month return of -1.06% and a 52-week gain of 192.41%, giving the company a market capitalization of $20.96 billion. Hedge fund ownership increased to 36 portfolios at the end of the first quarter, up from 33 in the previous quarter.
Processors and Graphics Chips Stocks Post Strong Q1, Intel Leads with 93% Surge
The nine processors and graphics chips stocks tracked by this publication reported a very strong first quarter, with aggregate revenues beating analysts' consensus estimates by 2.9% and next-quarter revenue guidance coming in 4.2% above expectations. Allegro MicroSystems posted revenue of $243.2 million, up 26.1% year-on-year and 3.2% above estimates, though it missed EPS forecasts. Lattice Semiconductor delivered the best performance with revenue of $170.9 million, a 42.2% increase that beat estimates by 3.6%, while Qualcomm was the slowest, reporting $10.6 billion in revenue, down 2.2% and in line with expectations but issuing weak guidance. Intel stood out with revenue of $13.58 billion, up 7.2% and beating estimates by 9.6%, and its stock has surged 93% since reporting. Qorvo reported $808.3 million in revenue, down 7% but beating estimates by 1%. Share prices across the group have risen 43.7% on average since the latest earnings results.
Lattice Semiconductor Shares Fall 7.8% on SK Hynix HBM Slowdown Report
Shares of Lattice Semiconductor fell 7.8% in afternoon trading after a report that South Korea's SK Hynix is slowing its high-bandwidth memory expansion rattled the AI-chip complex. The decline was part of a broader sell-off in memory-related stocks, with Micron dropping 11% while logic-heavy Nvidia fell only about 3.6%. Analysts noted that SK Hynix's move to slow its HBM4 ramp is a margin-driven decision to redirect capacity into conventional DRAM, where shortages have pushed operating margins more than 15 points above HBM's, rather than a signal of cooling AI demand. The sell-off was also attributed to profit-taking after a parabolic run and a hawkish shift in rate expectations, with traders pricing 50 basis points of Fed hikes by December under new Chair Kevin Warsh. Lattice Semiconductor closed at $144.50, down 6.9% from the previous close.
Lattice Semiconductor Stock Surges 212.5% Over the Past Year
Lattice Semiconductor Corporation shares have soared 212.5% over the past year, significantly outperforming the industry's 112% growth. The company holds a Zacks Rank of 1, indicating a Strong Buy, and its 2026 earnings estimates have risen 16.3% to $1.78 per share over the past 60 days, while 2027 estimates have also increased 16.3% to $2.28. Lattice trades at a forward price-to-sales ratio of 26.44, above the industry average of 10.64. The company continues to benefit from strong demand for its industrial FPGA solutions used in automation, robotics, and edge computing, positioning it well for long-term growth despite competition from Ambarella and FormFactor.
StockStory Highlights Hamilton Lane and Nicolet Bankshares as Cash-Rich Buys, Flags Lattice Semiconductor as Risky
StockStory identifies two cash-heavy stocks with exciting potential and one it finds risky. Hamilton Lane, with a net cash position of $24.69 million, is highlighted for its outstanding 17.3% annual revenue growth over five years and 22.6% annual earnings per share growth over the last two years. Nicolet Bankshares, holding a net cash position of $523.9 million, is noted for exceptional 21.9% annual net interest income growth over five years and a 65-basis-point increase in net interest margin over two years. In contrast, Lattice Semiconductor, despite a net cash position of $105.9 million, is flagged for a 9% annual revenue decline over two years and a 16.2-percentage-point drop in operating margin over five years.
MercadoLibre Touted as Cash-Rich Buy While Lattice Semiconductor and Chemed Face Headwinds
StockStory highlights MercadoLibre as a cash-producing stock worth buying, while recommending selling Lattice Semiconductor and Chemed. MercadoLibre boasts a trailing 12-month free cash flow margin of 37.2%, driven by 77.7% annual increases in average revenue per user over the last two years and annual earnings per share growth of 45.9% over three years, supported by share repurchases. In contrast, Lattice Semiconductor saw revenue decline 9% annually over two years and its free cash flow margin shrink by 4.7 percentage points over five years, while Chemed posted only 4% annual revenue growth over five years and annual EPS growth of just 2.8%, with shrinking returns on capital. MercadoLibre trades at 18.8x forward EV/EBITDA, Lattice Semiconductor at 74.2x forward P/E, and Chemed at 17.4x forward P/E.