- Lattice has continued to outperform, with the company seeing both end-market growth in markets like servers, 5G, and robotics and increased attach rates in key markets.
- With Lattice's FD-SOI technology allowing for increased compute on lower power consumption, and significant opportunities in security, there's no reason Lattice can't continue to gain share.
- The launch of Avant later this year will vault Lattice into the mid-range market and roughly double its addressable market without incurring overwhelming new competition.
- Lattice has one of the best growth/margin outlooks for a chip company that I've seen in a long time, but it's hard to see this as more than a "buy the growth and hope" momentum story at this valuation.
For further details see:
Lattice Semiconductor Continues To Tear It Up With Strong Execution