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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.
Produk & Pendapatan
Pangsa Pendapatan Produk
Komposisi Pendapatan ($0.7B)
Data statis (memuat keuangan langsung…)
Communications & Computing (40%)
Industrial & Automotive (35%)
Consumer & Other (25%)
Komposisi segmen dan pelanggan utama
Detail produk
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
Hubungan Rantai Pasok
Pemasok Utama
Konteks makro dan pasar
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
Katalis mendatang
◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)
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Info Perusahaan
Gambaran umum sektor — 반도체
Berita sektorWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
92%+
HBM 수요 성장
+180% YoY
WFE 시장 규모
$105B (2026E)
리드타임 (장비)
18~24개월
Tema utama
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Katalis mendatang
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표