- Lattice is a rare quality growth stock in the small/mid-cap semiconductor space offering double-digit revenue growth and meaningful margin leverage with multiple growth drivers.
- Lattice is exceptionally well-positioned for increased use of edge compute, as the company's low-power FPGA strikes the right balance of processing power, power consumption, and cost.
- In addition to simple volume/revenue scale, Lattice is leveraged to increasingly profitable products as the Nexus family ramps up.
- Lattice is expensive by any metric I know.
For further details see:
Lattice Semiconductor - Growth, Margin Leverage, And Scarcity Value