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Lattice Semiconductor
LSCCsupplierLattice Semiconductor specializes in low-power, small-form-factor FPGAs used in communications infrastructure, industrial automation, automotive, and defense. Its focus on the low-power niche differentiates it from larger FPGA makers.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($0.7B)
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Communications & Computing (40%)
Industrial & Automotive (35%)
Consumer & Other (25%)
Segment Breakdown & Key Customers
Product Details
Nexus FPGAs40%
Low-power FPGAs for industrial automation, communications, and computing
CertusPro / Certus FPGAs30%
Mid-range FPGAs for embedded vision and edge AI
MachXO / iCE FPGAs15%
Ultra-low-power control FPGAs for consumer and mobile
Supply Chain Relationships
Key Suppliers
Macro & Market Context
반도체Sector News
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
92%+
HBM 수요 성장
+180% YoY
WFE 시장 규모
$105B (2026E)
리드타임 (장비)
18~24개월
Upcoming Catalysts
◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)
Latest News
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AI Analysis
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Company Info
Sector Overview — 반도체
Sector NewsWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
92%+
HBM 수요 성장
+180% YoY
WFE 시장 규모
$105B (2026E)
리드타임 (장비)
18~24개월
Key Themes
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Upcoming Catalysts
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표