What smart money is saying about Lattice Semiconductor Corporation
LSCC · Technology · Semiconductors · Market cap $15.31B
3 funds in our archive have pitched Lattice Semiconductor Corporation — most recently Artisan Partners U.S. Small-Cap Growth Strategy in September 2026.
Company profile
Headquartered in Hillsboro, Oregon, and established in 1983, Lattice Semiconductor Corporation, through its various entities, specializes in the global design and distribution of semiconductor solutions across Asia, Europe, and the Americas. The company's primary offerings include a diverse lineup of Field Programmable Gate Arrays (FPGAs), structured into distinct product families such as Certus-NX and ECP, Mach, iCE40, and CrossLink. Additionally, Lattice manufactures application-specific standard products (ASSPs) dedicated to video connectivity. Beyond physical products, the firm actively monetizes its technological advancements by licensing its intellectual property portfolio through standard IP and core licensing, patent monetization initiatives, and specialized IP services. Lattice distributes its products directly to end-users and indirectly via a robust network of independent manufacturers' representatives and distributors. Its primary clientele consists of original equipment manufacturers (OEMs) operating across critical sectors like communications and computing, consumer electronics, and the industrial and automotive industries.
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24
Reported positions
6
Bought
4
Sold
28
Letters
Position history
Between Q3 2025 and Q3 2026, 24 fund letters reported a position in Lattice Semiconductor Corporation — 6 opened or added to the position, 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 7 | 3 | 2 | 3 |
| Q2 2026 | 12 | 3 | 2 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q3 2025 | 3 | 0 | 0 | 0 |
Fund activity · 24 positions · 10 moves
- September 2026
“The acquisition of AMI during the quarter adds platform firmware and data center management software to Lattice’s FPGA portfolio, creating a more complete management and control platform for AI data center infrastructure.”
Lattice Semiconductor Corporation - September 2026
“In addition to Twist Bioscience, Marex, Guidewire and Modine, we also trimmed Lattice Semiconductor during the quarter.”
Lattice Semiconductor Corporation - September 2026
“we expect the acquisition to accelerate Lattice’s profit cycle, leading us to add to the position following the stock’s pullback.”
Lattice Semiconductor Corporation - September 2026
“Lattice Semiconductor Leading provider of low-power, programmable integrated circuits 2.31”
Lattice Semiconductor Corporation - September 2026
“Cambiar’s overweight exposure to Technology added value from an allocation perspective but was overshadowed by below-benchmark performance for the period. At a stock level, ON Semiconductor and Lattice Semi each registered declines in the July rotation out of hardware names.”
Lattice Semiconductor Corporation - September 2026
“Lattice is a fabless leader in low-power field-programmable gate arrays (FPGAs). Quarterly results were strong, with FPGA revenue growing 62% year over year on strong demand across data center, communications and industrial markets. However, an investor rotation away from data center hardware enablers weighed on the stock. The AMI acquisition adds platform firmware and data center management software to Lattice’s FPGA portfolio, creating a more complete management and control platform for AI data center infrastructure and expanding its addressable market. We expect the acquisition to accelerate Lattice’s profit cycle, and we added to the position following the pullback.”
Lattice Semiconductor Corporation - September 2026
“We took meaningful profits in names like Si-Time Corporation (SITM), Curtiss-Wright Corporation (CW), Lattice Semiconductor Corporation (LSCC), BWX Technologies, Inc. (BWXT), and others earlier in the year”
Lattice Semiconductor Corporation - June 2026
“The Strategy owns both Datadog—a position we added to during the first quarter's software selloff—and Lattice Semiconductor.”
Lattice Semiconductor Corporation - June 2026
“Lattice is a fabless leader in low-power field-programmable gate arrays. Shares rose after the company reported better-than-expected results and issued stronger-than-expected revenue and profit guidance, marking an important step forward under the new management team. Demand improved across the server, communications and industrial end markets. Lattice also announced a $1 billion acquisition of AMI, a leader in platform firmware and data center infrastructure manageability, which should expand its data center capabilities and broaden its addressable market. We believe the acquisition will accelerate Lattice’s profit cycle. We added to this CropSM position during the quarter.”
Lattice Semiconductor Corporation - June 2026
“ Lattice Semiconductor Corp (LSCC) saw strong Q1 results and Q2 guidance ahead of consensus expectations, driven by AI server strength, traditional server/storage acceleration, and improving Industrial & Embedded demand as inventory normalized.”
Lattice Semiconductor Corporation - June 2026
“Portfolio Performance The ClearBridge SMID Cap Growth Strategy generated double-digit absolute returns but underperformed the soaring Russell 2500 Growth Index benchmark during the quarter, with underexposure to the highest-beta AI infrastructure winners as well as weakness in health care and consumer discretionary sectors more than offsetting strong contributions from several AI-related and biotechnology holdings. Information technology (IT) was a meaningful source of relative weakness despite strong performance from several individual holdings. Semiconductor companies including Allegro MicroSystems and Lattice Semiconductor, along with networking and semiconductor capital equipment providers such as Coherent, Credo Technology and Onto Innovation, benefited from demand tied to AI infrastructure, semiconductor cycle improvement, automation and cutting-edge AI applications.”
Lattice Semiconductor Corporation - June 2026
“Among our top contributors in Q2 were Twist Bioscience, Lattice Semiconductor and Comfort Systems. Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Recent results exceeded expectations, driven by strength in its DNA synthesis and protein solutions segment, as well as improving growth in next- generation sequencing. The company continues to benefit from growing demand from large pharmaceutical and AI customers for DNA synthesis and data generation, which may support incremental growth as computational approaches to drug discovery gain broader adoption. We trimmed the position during the quarter due to the stock’s recent strong performance. Lattice is a fabless leader in low-power field-programmable gate arrays. The company reported strong quarterly results, with revenue and guidance exceeding expectations as demand accelerated across servers, communications and industrial applications. The company also announced plans to acquire AMI, a complementary firmware and infrastructure management platform expected to expand Lattice’s data center capabilities and broaden its addressable market. We added to the position during the quarter.”
Lattice Semiconductor Corporation - June 2026
“Lattice is a fabless leader in low-power field-programmable gate arrays. Shares rose after the company reported better-than-expected results and issued stronger-than-expected revenue and profit guidance, marking an important step forward under the new management team. Demand improved across the server, communications and industrial end markets. Lattice also announced a $1 billion acquisition of AMI, a leader in platform firmware and data center infrastructure manageability, which should expand its data center capabilities and broaden its addressable market. We believe the acquisition will accelerate Lattice’s profit cycle. We added to the position during the quarter.”
Lattice Semiconductor Corporation - HoldsBaron SMID Cap ETFJune 2026
Listed in Baron SMID Cap ETF’s reported holdings.
Lattice Semiconductor Corporation - June 2026
“MACOM Technology Solutions, a provider of analog and mixed-signal semiconductors, rose 70% on strength across its defense and data-center end markets, and Lattice Semiconductor, a maker of low-power programmable logic devices, climbed 65%. We trimmed these names into strength.”
Lattice Semiconductor Corporation - ExitedRGA Investment Advisor Investment PortfolioJune 2026
“In aggregate, we funded these acquisitions with the sale of Lattice Semiconductor, Disney and Workday, as well as a modest trim from our Alphabet position.”
Lattice Semiconductor Corporation - June 2026
“Individual outperformers in the quarter included Lattice Semiconductor and Ichor Holdings.”
Lattice Semiconductor Corporation - June 2026
“The portfolio had exposure to the rallying semiconductor industry via our holdings in Lattice Semi and On Semiconductor, which helped to offset a pullback in Dolby Laboratories.”
Lattice Semiconductor Corporation - June 2026
Listed in Baron SMID Cap Strategy’s reported holdings.
Lattice Semiconductor Corporation - March 2026
“ Lattice Semiconductor (LSCC) rose alongside other semiconductor companies viewed as beneficiaries of the AI investment cycle.”
Lattice Semiconductor Corporation - March 2026
“Conversely, robust demand for data centers and physical AI supported revenue upside for Lattice Semiconductor, a leading provider of low-power, programmable integrated circuits; its share price rose 26% during the quarter.”
Lattice Semiconductor Corporation - September 2025
“Among our top contributors were Lattice Semiconductor, Modine and Insmed.”
Lattice Semiconductor Corporation - September 2025
“Among our top contributors were Argenx, Insmed and Lattice Semiconductor.”
Lattice Semiconductor Corporation - September 2025
“Lattice Semiconductor Corp. develops technologies that are monetized through differentiated programmable logic semiconductor products, system solutions, design services, and licenses.”
Lattice Semiconductor Corporation
Also mentioned · 4
These funds discuss Lattice Semiconductor Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“Lattice Semiconductor Corp. develops low-power programmable logic devices used in AI servers and data centers.”
Lattice Semiconductor Corporation - June 2026
“The strategy’s top contributors included several AI-related holdings, including Bloom Energy (BE), Jabil (JBL), Lattice Semiconductor (LSCC), and Comfort Systems (FIX).”
Lattice Semiconductor Corporation - March 2026
“Lattice Semiconductor Corp. develops semiconductor, silicon-based, silicon-enabled products including programmable gate arrays.”
Lattice Semiconductor Corporation - March 2026
“Lattice Semiconductor Corp. develops semiconductor, silicon-based, silicon-enabled products including programmable gate arrays.”
Lattice Semiconductor Corporation
Fund coverage · 3 theses
- Artisan Partners U.S. Small-Cap Growth StrategySeptember 2026
Lattice Semiconductor is a leading FPGA supplier with expanding exposure to AI data center infrastructure and a larger addressable market.
Read the full thesis - Artisan Partners U.S. Mid-Cap Growth StrategySeptember 2026
Lattice Semiconductor Corporation is building a broader AI data center control platform through its AMI acquisition and strong FPGA demand.
Read the full thesis - Artisan Partners Global Discovery FundSeptember 2026
Lattice Semiconductor is a low-power FPGA leader whose AMI acquisition expands its AI data center platform and market opportunity.
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