LSCCNasdaqSemiconductors & Related DevicesUS GAAP · USD

Lattice Semiconductor Corporation

Lattice Semiconductor designs low-power programmable logic devices and related software, IP, and system solutions used to add flexibility, security, and connectivity to customer electronics. Its products are embedded across communications, computing, industrial, automotive, and consumer applications, with growing exposure to AI-related edge and infrastructure use cases.

Kysy yhtiöstä
Liikevaihto523milj. USD
+0,0 %v/v
Liikevoitto (EBIT)11,2milj. USD
+0,0 %v/v
EBIT-marginaali2,1%
+0,0 %-yks.v/v
Nettotulos3,1milj. USD
+0,0 %v/v
Vapaa kassavirta133milj. USD
+0,0 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

0200400600800milj. USD2021: 408 milj. USD2021: EBIT 52 milj. USD20212022: 660 milj. USD2022: EBIT 187 milj. USD20222023: 737 milj. USD2023: EBIT 212 milj. USD20232024: 509 milj. USD2024: EBIT 34 milj. USD20242025: 523 milj. USD2025: EBIT 11 milj. USD20252026: 523 milj. USD2026: EBIT 11 milj. USD202652311
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Lattice Semiconductor Corporation

Liiketoiminta

Osuus liikevaihdosta
Programmable logic devices70 %

FPGA and related low-power programmable semiconductor products used to add flexibility and control.

Software and IP15 %

Design tools, soft IP, and technology licenses that support customer integration and adoption.

System solutions10 %

Application-focused solutions for edge AI, platform security, and connectivity use cases.

Services and other5 %

Design services and other support activities tied to customer programs and deployments.

Asiakkaat

Lattice sells globally to a broad base of customers through distributors and direct relationships, with revenue organized around Communications and Computing, Industrial and Automotive, and Consumer end markets. Buyers use its devices where low power, small size, and ease of use matter, especially in data center, networking, factory automation, robotics, automotive electronics, and smart-home applications. The company also sees increasing demand tied to AI-enabled servers, AI PCs, and AI-enabled robotics and ADAS systems.

Communications and Computing OEMs

Buy programmable logic for servers, networking, client computing, storage, and communications infrastructure.

Industrial and Automotive customers

Buy devices for factory automation, robotics, industrial IoT, automotive electronics, and ADAS-related systems.

Consumer electronics OEMs

Buy low-power devices for smart home, displays, wearables, TVs, and home entertainment products.

Distributors

Purchase and resell products, helping Lattice reach a broad and fragmented customer base globally.

IP and services customers

Buy licensing, design services, and support tied to product integration and system development.

Strategia

Lattice is focused on extending its low-power programmable platform into higher-growth applications such as edge AI, platform security, wireless and wireline infrastructure, and factory automation. Management also emphasizes product development, software tools, advanced packaging, and system solutions to deepen differentiation and support design wins. The company maintains liquidity through operating cash flow and credit facilities while keeping acquisition optionality for portfolio expansion.

Grow AI-related revenue across existing end marketsKeskipitkä aikaväli

AI is becoming a meaningful design-win driver in servers, PCs, robotics, and ADAS.

Deepen differentiation in low-power programmable logicKeskipitkä aikaväli

Low power, small size, and ease of use support adoption and pricing power.

Broaden solution content beyond chipsKeskipitkä aikaväli

IP, services, and system solutions can increase customer stickiness and expand wallet share.

Maintain financial flexibility for acquisitions and supply chain needsLyhyt aikaväli

The business is cyclical and may need capital for wafer supply, working capital, or M&A.

Maantiede

Lattice sells globally, and its revenue by geography is based on ship-to location, which can shift with distributor activity and customer sourcing. The company does not disclose a country-level revenue split in the provided excerpts, but management notes that all regions were affected by the global macroeconomic environment. As a U.S.-based semiconductor designer, it is exposed to worldwide demand cycles, trade friction, and supply-chain conditions even though its customer base is diversified.

Riskit

Lattice is exposed to cyclical semiconductor demand, customer inventory normalization, and macro weakness that can quickly affect orders across its end markets. Its business also faces trade, tariff, and supply-chain risks, plus execution risk as it tries to convert AI-related design wins into revenue while managing distributor-heavy channel dynamics.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer inventory normalization1Macroeconomic and trade disruption exposure2End-market cyclicality3Distributor channel visibility4AI revenue conversion risk5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer inventory normalizationVaikutus: KorkeaTodennäköisyys: Korkea

    Management cited continued inventory normalization as a drag on revenue in several end markets.

    Kohdistuu: Industrial and Automotive; Communications and Computing

  2. Macroeconomic and trade disruption exposureVaikutus: KorkeaTodennäköisyys: Korkea

    Tariffs, inflation, labor shortages, and trade disruptions can hurt demand and raise costs.

    Kohdistuu: Global

  3. End-market cyclicalityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Demand depends on customer capital spending in data center, industrial, automotive, and consumer markets.

    Kohdistuu: All end markets

  4. Distributor channel visibilityVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    A significant portion of revenue comes through distributors, making demand timing and end-use attribution less certain.

    Kohdistuu: Global channel

  5. AI revenue conversion riskVaikutus: KeskitasoTodennäköisyys: Matala

    AI-related opportunities are still a pipeline of design wins and may not convert at expected pace.

    KohdistuuEdge AIData centerRoboticsADAS
Kysy Clarifolta: Lattice Semiconductor Corporation

Kirjanpito

Harkinnanvaraiset erät
End-market revenue allocation

Revenue is assigned using distributor and customer data, and some revenue is allocated using judgment when end markets are unknown.

Vaikutus: Affects reported mix across Communications and Computing, Industrial and Automotive, and Consumer

Accounts receivable and DSO

Receivables and DSO are sensitive to shipment timing and customer ordering patterns.

Vaikutus: Can signal demand timing and working-capital pressure

Amortization of acquired intangible assets

Amortization fell sharply after the Mirametrix intangible impairment in fiscal 2024.

Vaikutus: Changes operating expense and comparability across periods

Stock-based compensation

SG&A was affected by prior-year stock compensation expense from executive forfeitures.

Vaikutus: Can create volatility in operating expense trends

Inventory and working capital estimates

Inventory levels and supply commitments affect cash flow and may reflect demand swings.

Vaikutus: Influences operating cash flow and margin timing

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Päivitetty: 24.9.2026

Lattice Semiconductor Corporation (LSCC) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo