Lattice FPGA revenue up 118% to a record $291M on data-center AI demand
BenBajarin · x · 2026-11-03
Lattice Semiconductor posted record Q3 results: revenue of $291M and non-GAAP EPS of $0.72, up 118% and 160% year-over-year, with FPGA revenue growing 90%, fueled by accelerating data-center AI demand.
Analyst Ben Bajarin's earlier paid research argued Lattice silicon now appears on AI accelerator, networking, and AI CPU boards: as rack density rises, control-plane work grows around the main processors, and FPGA ratios on compute boards are multiplying — meaning the programmable control fabric around AI compute may be a larger market than merchant FPGA unit numbers suggest.
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