Lattice Semiconductor (LSCC) investor relations material

Strategic rationale and integration

• Acquisition brings together complementary strengths in low-power FPGAs and foundational firmware for AI data center infrastructure.

• Combined solutions aim to accelerate customer time to market by offering pre-validated, turnkey management and control platforms.

• Both entities emphasize open system neutrality and broad ecosystem support, operating close to hardware for real-time, low-latency control.

• Integration targets reduced customer integration costs and enables focus on IP development.

• Commitment to open source and community-driven development, with aspirations to be the 'Red Hat of firmware.'

Industry trends and market shifts

• AI is driving massive changes in infrastructure, with a shift from training to inference workloads and rapid adoption of new architectures.

• Data center complexity is increasing, with up to 1,200 sensors per server and widespread use of FPGAs for secure management and control.

• Security requirements are evolving, with post-quantum cryptography solutions being implemented ahead of regulatory mandates.

• Disaggregation of compute, power, cooling, network, and storage racks is a key trend, requiring advanced management solutions.

• Future infrastructure will require self-diagnostic, self-healing, and autonomous management capabilities, especially as data centers expand to new environments like space.

Customer benefits and solution impact

• Modular, open-source firmware supports heterogeneous architectures (x86, Arm, RISC-V) and all major BMCs and companion chips.

• Customers gain faster time to market, lower integration costs, and simplified management of complex, heterogeneous environments.

• Joint solutions enable secure, real-time control across both data center and physical AI applications, including industrial robotics and autonomous vehicles.

• Rack-wide and data center-wide management capabilities are being developed to address growing scale and complexity.

• Predictive maintenance and AI-driven self-healing infrastructure are positioned as future differentiators.