Aren Francis Nakpil's questions to Lattice Semiconductor Corp (LSCC) leadership • Q4 2024
Question
Speaking for Christopher Rolland, Aren Francis Nakpil asked about Lattice's M&A appetite, specifically whether the company would focus on the low-to-mid-range FPGA market or consider moving into higher-capability segments. He also asked about potential new products in networking and AI, given the CEO's background.
Answer
CEO Ford Tamer affirmed that Lattice believes the small and mid-range FPGA segments are the fastest-growing and most attractive, and the company will maintain its focus there. Regarding new products, he positioned Lattice as a partner to major AI and networking chipmakers, not a direct competitor. He emphasized Lattice's focus on 'far edge' applications near the sensor, where its low-power, low-latency FPGAs provide significant value for tasks like contextual intelligence.