Lattice Semiconductor (LSCC) Q2 FY26 earnings call

Lattice Semiconductor delivered record Q2 FY26 results, driven by strong execution and a healthy market environment, particularly in data center AI applications. The successful acquisition of AMI is expected to significantly expand the addressable market and accelerate growth, pushing the company to a $1 billion annualized revenue run rate a quarter ahead of schedule. Despite industry-wide supply constraints and rising costs, Lattice maintains a strong outlook, with robust bookings extending into 2027 and a focus on sustained earnings and cash flow growth.