I’ve been pretty bullish on Lattice Semiconductor (LSCC)
for a while now, as I’ve thought that this company has some really
interesting opportunities in low-power FPGAs, and particularly given the
strong management team the company has assembled. In addition to
diversified growth opportunities across autos, industrial (machine
vision, security, et al), communications, and data center, Lattice is an
under-appreciated player in low-power AI inference, a high-potential
market only just getting started.
Clearly the word
is out on Lattice now, as the shares reacted very positively to first
quarter guidance that was quite a bit better than what most chip
companies have offered. While I’m worried about talking myself into a
more bullish to support a higher fair value, I really do think there’s
something here and that these are still the early innings of what could
become an impressive differentiated chip growth story.
Read more here:
Lattice Semiconductor On The Run As Investors Start To Appreciate The New Opportunities
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