One Small Chip Company Eating Intel and AMD’s Market Share: Lattice Semiconductor (LSCC)
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- Опубликовано: 31 май 2024
- This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn, Lattice is outperforming major competitors like Intel and AMD in the FPGA chip market, gaining market share with its Nexus and Avant lines.
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Chapters:
00:00 Understanding Lattice Semiconductor's Unique FPGA Technology
00:56 Lattice's Impact Across Industries & Recent Earnings Overview
02:43 Analyzing Lattice's Performance in Key Sectors
05:10 Competitive Landscape: Lattice vs. Intel and AMD
07:23 Lattice's Strategic Moves and Future Outlook
08:03 Investor Insights: Share Buybacks and Long-term Confidence
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Nick and Kasey own shares of Lattice Semiconductor
Excellent report.
Thanks you!🌹🌹🌹
Thanks for the content. Lattice's market cap 9.70 billion and you're calling it as small chip company? No doubt the company is a fascinating and promising, but the valuation is already at crazy levels.
It is small, compared to its market and competitors, that's how we define "small." The question for you as an individual investor/analyst is to determine why the valuation is relatively high, and if it's worth it. If you think no, that's perfectly fine.
10 billion$ in this crazy market is chump change
It would be interesting to hear your view on NAVITAS ($NVTS) and their GaN power IC's. They sure seem like a very promising company looking at their data...
We covered NVTS last summer, no change in our view of the business. You should be able to find it if you search in our videos section.
Ever look at AIP? Came public. Few years ago( not as a SPAC) seems decent and had a nice move today
Yes, small struggling little IP company. Tough going without the software design tools to go with the IP.
it will be a take out canddate especially if admin changes in DC
Very well could be if they keep those product profit margins high
can you answer me, how many semiconductor fabs are there?
Individual fabs, or fab companies?
@@chipstockinvestor Individual fabs
@@Mujeeb-Ur-Rehman-ct7uh www.semi.org/en/products-services/market-data/fab-forecast
@@chipstockinvestor Thanks ❤
COEP 🎉
Lattice’s real competition is Microchip with their lines of smaller FPGAs.
True, we mentioned that briefly. But MCHP has reported yet, that's coming on Monday. As for AMD and INTC, Lattice is indeed competing with their newer lineup of FPGA products.
Are you sponsored by Lattice?
Uhh no
Nothing new here. amd is a overrated underperforming chip company run by an overrated and overpaid ceo. I will put no new money into amd.