Lattice Semiconductor (LSCC) Investor presentation summary

Positioning and markets

• Positioned as a low-power programmable FPGA and platform-firmware provider, with small- and mid-range FPGA products, firmware solutions, and a focus on faster-than-industry growth.

• Described as the world’s largest-volume FPGA supplier, a Tier 1 supplier with 40+ years of innovation, and a provider with 20+ years of average product longevity.

• Q3’26 revenue mix: Compute & Communications 59%, Industrial & Embedded 28%, and AMI 13%.

• Products serve compute, communications, industrial, embedded, automotive, aerospace and defense, medical, robotics, and prosumer applications.

Products and platform

• FPGA functions include bridging, motion control, signal and image processing, real-time networking, far-edge AI, I/O expansion, sensor fusion, aggregation, root of trust, and board management.

• Nexus targets applications up to 16G SERDES and 200k logic cells; Nexus 2 targets up to 25G SERDES and 500k logic cells.

• Software stacks span edge AI, embedded vision, cyber-resilient root of trust, factory automation, O-RAN, and automotive connectivity; Diamond, Radiant, Propel, and Prompt support FPGA design and development.

• Prompt enables natural-language FPGA design with preferred AI tools; the presentation cites potential productivity gains of 10X or more.

• The combined silicon and firmware platform links programmable FPGA control with boot, manageability, and security from silicon through rack and grid infrastructure.

AMI and infrastructure solutions

• Aptio is positioned as a core boot-firmware franchise with hyperscaler and OEM/ODM adoption; its installed base supports AI expansion and provides a stable revenue engine.

• MegaRAC, Data Center Manager, and Tektagon support infrastructure manageability, security, platform control, monitoring, updates, and rack and data-center operations.

• AMI connects compute and platform-control silicon, peripheral and board-level silicon, cloud providers, ODMs, OEMs, and edge systems through boot firmware and manageability.

• New solution additions included Security Retrofit, Plug-and-Play, Rack Boot, and Power and Cooling; early commercial momentum was cited across these offerings.