ChipsSeeking Alphaabout 5 hours ago
Lattice Semiconductor Transitioning To A Strong Upcycle
1 min read
Lattice Semiconductor is entering a major cyclical upswing driven by data center FPGA demand and agentic AI adoption. The AMI acquisition doubles the serviceable addressable market and is expected to be margin-accretive after Q3 closure. The company targets a $1B annualized revenue run rate by Q4 with 72% year-over-year growth.
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