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Lattice Semiconductor

LSCCsupplier

Lattice 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.

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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

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 발표AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Info Perusahaan

Kantor Pusat

Hillsboro, Oregon, USA

Didirikan

1983

Karyawan

1,000+

Gambaran umum sektor반도체

Berita sektor

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

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