종목/LSCC
Lattice Semiconductor Corporation
Revenue for Q2 2026 expected to be between $175 million and $195 million. Gross margin % for Q2 2026 expected to be 70% ±1% (non-GAAP). Total operating expenses for Q2 2026 expected to be between $64 million and $67 million (non-GAAP). Income tax rate for Q2 2026 expected to be between 4% and 6% (non-GAAP). Net income for Q2 2026 expected to be between $0.42 and $0.46 per share (non-GAAP).
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Lattice Semiconductor Corporation, together with its subsidiaries, develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas. It offers field programmable gate arrays (FPGA), which are regular arrays of logic that can be custom-configured by the user through software. The company's products include small FPGA platforms, including Lattice Nexus and Lattice Nexus 2; Lattice Avant, a mid-range FPGA platform; general purpose FPGA, such as Lattice Avant-G, Certus-NX, CertusPro, and Certus-N2; and specialized FPGAs, which includes Lattice Avant-E, Avant-X, SCP, MachXO, iCE, CrossLink,and CrossLinkPlus. It also provides design software that includes Lattice Radiant to deliver tools that enable predictable design convergence; Lattice Propel for creating embedded processor-based designs; develops Lattice Automate for industrial automation and robotics; Lattice mVision forlow power embedded vision; Lattice ORAN for control data security, fronthaul synchronization, and low power hardware acceleration; Lattice sensAI for Edge AI applications; Lattice Sentry for hardware security implementation; and Lattice Drive for automotive system designs and applications. In addition, the company offers Glance, an edge AI application software that allows users to control the AI and computer vision experiences for various edge applications, including client computing, industrial, and automotive applications; and sells video connectivity application specific standard products. Further, it provides standard IP and IP core licensing, patent monetization, and IP services. The company serves communications and computing, industrial and automotive, and consumer markets. Lattice Semiconductor Corporation was incorporated in 1983 and is headquartered in Hillsboro, Oregon.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 5일 (화) | 2026 Q1 | $0.38 | — | — | — | — |
| 5월 4일 (월) | 2026 Q1 | $0.38 | $0.41 | +8.5% | $171M | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
결과는 전반적으로 컨센서스 대비 'beat'로 해석될 가능성이 크며(강한 매출 성장, 마진 및 EPS 개선), 시장은 Compute & Communications의 레코드 매출과 AMI 인수의 성장 시너지에 긍정적 반응을 보일 가능성이 높음. 리스크는 AMI 인수의 통과 여부·통합 리스크 및 반도체 수요의 경기 변동성이다.