Lattice Semiconductor Q3: Growth in Comms & Data Centers
Update: 2025-11-10
Description
Lattice Semiconductors Q3 earnings met expectations, with revenue of $133.3M and EPS of $0.28. Strong demand in communications and computing drove growth, but inventory normalization in industrial and automotive markets posed challenges. CEO Ford Tamer highlighted new design wins and emphasized future growth potential, despite market headwinds. Analysts questioned the impact of inventory normalization on the 2026 outlook, with the CEO clarifying that growth in communications and computing would be the primary driver. The company will monitor inventory normalization, communications growth, data center expansion, new product rollouts, and security application progress for future performance indicators.
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