Lattice Semiconductor Corporation (LSCC)

In November 2025, Lattice Semiconductor reported its Q3 FY 2025 results, indicating accelerating demand and stronger bookings for the first half of fiscal year 2026. In December 2025, the company authorized a $250 million stock buyback, and its CEO made insider stock purchases in November 2025. February 2026 saw the release of Q4 FY 2025 results, exceeding revenue expectations with a 24.2% year-over-year sales increase and strong revenue guidance for Q1 FY 2026. In March 2026, LSCC's stock price experienced fluctuations due to announcements regarding semiconductor supply chain investments, strategic partnerships, and concerns about AI model memory requirements and industry anxieties.

Historically, February has been the strongest month for Lattice Semiconductor's stock, while September tends to be the weakest month. The company has an average annual return of 18.01% and a monthly win rate of 50.2%, but the seasonal pattern has a "Poor" consistency score. The semiconductor industry itself is cyclical. Management's Q4 FY 2025 guidance noted typical seasonal strength and bookings momentum.

Lattice Semiconductor Corp. (LSCC) specializes in low-power field-programmable gate arrays (FPGAs) and related solutions, operating within the Semiconductors sector. The company develops and markets programmable logic semiconductor devices, including FPGAs based on the Lattice Nexus and Avant platforms, as well as the iCE, ECP, MachXO, CrossLink, and Certus-NX series. Lattice also provides programmable mixed-signal and interconnect products, along with software offerings like design tools Diamond, Radiant, and Propel. The company offers solution stacks such as Lattice mVision, sensAI, Automate, Sentry, and Drive. Its products are utilized across various end markets, including communications, computing, industrial, automotive, and consumer electronics.

Lattice Semiconductor is headquartered in Hillsboro, Oregon, and maintains a global operational footprint with additional operations in San Jose, California, Shanghai, Manila, Penang, Singapore, and Pune. The company's products are sold worldwide, with a significant majority of sales derived from customers in Asia, and a notable presence also in the Americas and Europe.

Lattice Semiconductor has garnered positive brand recognition over the past year, including being recognized as one of America's Best Mid-Size Companies by TIME and Statista Inc. and as the Most Respected Public Semiconductor Company at the 2025 GSA Awards. In March 2026, Lattice won two Global InfoSec awards from Cyber Defense Magazine and received Embedded Computing Design's "Best in Show" award. Lattice also joined NVIDIA's Halos Physical AI Safety Ecosystem and generally maintains a positive news sentiment.

Lattice Semiconductor's ownership is predominantly held by institutional investors and hedge funds, which collectively owned 98.08% of the company's stock as of July 28, 2025. Major institutional shareholders include T. Rowe Price Investment Management, Inc., BlackRock, Inc., Vanguard Group Inc., Invesco Ltd., State Street Corp, Franklin Resources Inc, Capital Research Global Investors, Artisan Partners Limited Partnership, and Geode Capital Management, Llc.