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Lattice Semiconductor Corporation
LSCC · US
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Lattice Semiconductor (LSCC.US) Zen Horizon Research Report
Lattice Semiconductor (LSCC.US) is now the world’s only major independent FPGA leader after AMD acquired Xilinx in 2022 and Intel separated Altera in 2025, with a focus on low-power FPGA for Edge AI, communications and computing, industrial, and automotive safety applications. FY2025 revenue was $523.3M at the inventory-cycle trough, non-GAAP EPS was $1.05, and Q1 2026 revenue reached a record $170.9M, up 42% YoY, while new CEO Ford Tamer, former Inphi CEO for 9 years, is pushing incremental growth in Edge AI and data centers. Research rating Watch: at $142.15, a $19.5B market cap, 74x forward PE, and a 52-week gain of +198%, valuation has already discounted a near-perfect scenario.