Podcasts about lattice semiconductor

Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-dollar equity investment in the company suggests the largest chipmaker in the world agrees.Coherent (COHR), is an integrated device manufacturer and base materials supplier specializing in indium phosphide and silicon carbide wafers. Under CEO Jim Anderson, who pulled off a similar business transformation at Lattice Semiconductor, Coherent has been shedding non-core assets and sharpening its focus on data center and communications, which now represents seventy-five percent of revenue and posted forty-one percent year-over-year growth in the most recent quarter. Pro forma revenue growth came in at twenty-seven percent, with gross margins approaching the forty percent threshold that marks a key milestone for IDM-class businesses.The divestitures tell the story of the transformation: a four-hundred-million-dollar sale of the aerospace and defense laser business to private equity, and a fifty-one-million-dollar exit from a materials processing tools segment that was diluting margins. What remains is a tighter, faster-growing business positioned at the intersection of AI data center infrastructure, optical connectivity, and advanced materials.The NVIDIA investment is the centerpiece of this episode. With free cash flow running deeply negative as Coherent scales manufacturing capacity for co-packaged optics and near-package optics expected in the second half of 2026, the company needed capital. NVIDIA needed the optical components. The result was a cash-for-equity arrangement that Nick describes as a more direct version of the warrant-based incentive deals seen at companies like AMD and STMicro, cheaper than diluting shareholders, and cheaper than going to a bank.The silicon carbide segment also draws attention, with five-hundred-million-dollar anchor investments from Denso and Mitsubishi Electric secured when silicon carbide was out of favor, now pointing toward three-hundred-millimeter wafer applications for AI data centers and power grid infrastructure.Q3 guidance calls for revenue between 1.9 and just over 2 billion, gross margin at roughly 41%, and continued negative free cash flow as manufacturing scale-up accelerates. CSI compares Coherent to peer Lumentum — framing COHR as the value play and Lumentum as the momentum play — and confirm they are happy holding both.For in-depth stock research and the Semiconductor Insider membership,visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.

Daniel is joined by Nagesh Gupta, CEO of llmda.ai. Nagesh has built a career spanning multiple aspects of system design and development at companies including Hewlett-Packard, Cadence, Xilinx, and Lattice Semiconductor. He is also a serial entrepreneur. Nagesh founded Taray, Inc., which developed memory interface generators… Read More

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

Intel stock is up big over the last year. On the stock price, CSI was wrong — and they are saying so directly.On the business analysis, they are standing firm.AMD is steadily taking data center CPU market share from Intel. The driver is availability — both companies rely on TSMC for their most advanced chiplets, but AMD has used that availability more effectively in a CPU shortage environment where demand is outpacing supply. After AMD's most recent earnings, the trajectory is clear: if things continue, AMD could pass Intel in data center and AI revenue as early as late 2026 or sometime in 2027.Intel's client segment — the portion of the business keeping the lights on — continues to face market share pressure from AMD. The turnaround story is real and the early innings are genuinely encouraging. But Intel at 104x forward earnings needs everything to go right, and a lot still needs to go right. AMD at 48x, with cleaner data center momentum and a more consistent growth trajectory, remains the cleaner pick — even after being wrong on Intel's stock price.This episode also covers two important supporting stories. Lattice Semiconductor is quietly back — up 42% in its most recent quarter, with record revenues possible as early as Q2 2026, and an AMI software acquisition adding roughly $1 billion in annualized revenue by year end. And AMD's embedded FPGA segment, inherited from the Xilinx acquisition, remains a highly profitable cushion even through its current growth trough.The close leaves listeners with one more thing to watch: the Vera CPU, coming later in 2026.What we cover:— Why CSI was wrong on Intel's stock price — and why the business analysis still holds— AMD vs. Intel data center CPU market share — the trajectory and what drives it— The CPU shortage and AMD's TSMC availability advantage— Intel client segment — profitable, but losing ground quarter by quarter— Intel at 104x forward P/E vs. AMD at 48x — what each multiple actually implies— Lattice Semiconductor: +42% quarterly, record revenues in sight for Q2 2026— Lattice AMI acquisition — $1B annualized revenue run rate by year end— AMD Embedded (Xilinx): profitable through the trough, modest growth returning— Intel Altera FPGA — now 51% private equity, no longer in the income statement— The Vera CPU — a teaser worth watching as 2026 developsSponsored by fiscal.ai — 25% off any paid plan through May 14 only. Use our link: fiscal.ai/csiDisclosure: Nick and Kasey hold positions in AMD. They do not currently hold Intel. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

Alissa Coram and Ken Shreve walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lattice Semiconductor's Esam Elashmawi sits with Embedded Computing Design's Rich Nass to talk about the company's latest programmable devices.

Dan is joined by Mamta Gupta, She leads the Security Product Marketing, Datacenter and the Communications Segment Marketing Teams at Lattice. She brings with her over 20 years of FPGA experience in product development with special focus on security, aerospace and defense segments. Dan explores the growing area of cybersecurity… Read More

In our latest Electronic Specifier Insights podcast, Managing Editor Paige West speaks with Hussein Osman, Marketing Director, Lattice Semiconductor,  all about optimising Edge AI with low-power FPGAs.

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25In this episode of Chip Stock Investor, we discuss the sale of Intel's Altera and what that means for FPGA pure play, Lattice Semiconductor. We explore the implications for Lattice, analyze their current valuation metrics, and discuss potential market changes following the Altera deal. Learn about Lattice's financial health, market strategy, and how Intel's strategic sale could influence their future.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

Dan is joined by Marc Evans, director of business development and technology at Andes. Marc has over twenty years of experience in the use of CPU, DSP, and Specialized IP in SoCs from his prior positions at Lattice Semiconductor, Ceva, and Tensilica. During his early career, Marc was a processor architect, making significant contributions… Read More

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Despite a rough 2024, key factors like new management, market growth in AI and industrial sectors, and strong financial positioning suggest a promising future for Lattice Semiconductor (LSCC). Don't miss our insights on whether Lattice is a buy in 2025. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#latticesemiconductor #lsccstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lattice SemiconductorPublic Disclosure:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply

Could the Lattice Nexus make waves for other FPGA platforms? It boasts improvements to power efficiency, connectivity options, and security features in edge computing. Host Patrick Moorhead is joined by Lattice Semiconductor's Deepak Boppana for a demo of the key innovations in the Lattice Nexus 2 platform on this episode of Six Five On The Road at Lattice Developers Conference 24. Watch the full video for more on: The innovative features and capabilities of the Lattice Nexus 2 platform Insights into Lattice Semiconductor's approach to addressing the evolving needs of developers The significance of Lattice Developers Conference 24 in showcasing leading-edge semiconductor technology Deepak Boppana's perspective on the future of semiconductor technology and its applications  

Lattice Developers Conference Key Insights! What's the latest in Edge AI innovation from Lattice Semiconductor? Hosts Daniel Newman and Patrick Moorhead are joined by Lattice Semiconductor's CEO, Ford Tamer, Chief Strategy and Marketing Officer, Esam Elashmawi, and CVP of Product Marketing and Planning, Dan Mansur, for a conversation on Lattice Semiconductor's strategic growth, key announcements, and unique market position in the Edge AI sector on this episode of Six Five On The Road at Lattice DevCon 2024. Highlights include ⤵️  Ford Tamer's insights and experiences since joining Lattice. Lattice's growth strategy and the strengths driving this growth. Key product announcements and solutions introduced at the DevCon. The unique position of Lattice FPGA's in the burgeoning Edge AI market. An introduction to Nexus 2 and continued investment in small FPGAs.  

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Lattice Semiconductor (LSCC) was one of our top chip stock picks for 2024 (a Kasey favorite), but it hasn't done so well. How does it stack up against its peers AMD and Intel's Altera? Will 2025 be a rebound year? And what will Chip Stock Investor do with their position? Guest appearance in this episode: Rea the mischievous puppy. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor

Die Wall Street steht ganz im Zeichen der heutigen Wahlen. Wer das Rennen machen wird, bleibt weiterhin offen. Vorausgesetzt der Vorsprung ist ausreichend, sollten wir erst in den frühen New Yorker Stunden des Mittwochs ein finales Ergebnis haben. Wer den Senat dominieren wird, dürften ebenfalls recht zügig stattfinden. Was das Repräsentantenhaus betrifft, dürfte das finale Ergebnis einige Tage dauern. Was die seit dem Closing gemeldeten Ergebnisse betrifft, fallen die meisten Zahlen an der ein oder anderen Stelle enttäuschend aus. Die Aktien von Palantir Technologies können von den robusten Zahlen und Aussichten deutlich profitieren. Auch bei GlobalFoundries geht es bergauf. Cirrus Logic, Lattice Semiconductor, NXP Semiconductor, Yum Brands und Wynn Resorts enttäuschen. Das Hon Hai flaue Oktober-Umsätze meldet, könnte die Sorge vor einer flauer iPhone-Nachfrage erneut anfachen. Boeing profitiert von der Beilegung des seit sieben Wochen andauernden Streiks der Maschinisten. Die Gewerkschaft hat dem neuen Tarifvertrag zugestimmt. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

+++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Die Wall Street steht ganz im Zeichen der heutigen Wahlen. Wer das Rennen machen wird, bleibt weiterhin offen. Vorausgesetzt der Vorsprung ist ausreichend, sollten wir erst in den frühen New Yorker Stunden des Mittwochs ein finales Ergebnis haben. Wer den Senat dominieren wird, dürften ebenfalls recht zügig stattfinden. Was das Repräsentantenhaus betrifft, dürfte das finale Ergebnis einige Tage dauern. Was die seit dem Closing gemeldeten Ergebnisse betrifft, fallen die meisten Zahlen an der ein oder anderen Stelle enttäuschend aus. Die Aktien von Palantir Technologies können von den robusten Zahlen und Aussichten deutlich profitieren. Auch bei GlobalFoundries geht es bergauf. Cirrus Logic, Lattice Semiconductor, NXP Semiconductor, Yum Brands und Wynn Resorts enttäuschen. Das Hon Hai flaue Oktober-Umsätze meldet, könnte die Sorge vor einer flauer iPhone-Nachfrage erneut anfachen. Boeing profitiert von der Beilegung des seit sieben Wochen andauernden Streiks der Maschinisten. Die Gewerkschaft hat dem neuen Tarifvertrag zugestimmt.

Live from an ESG-flavored pumpkin patch, it's an all-new Terrific Tuesday edition of Business Pants. Joined by Analyst-Hole Matt Moscardi! On today's Halloween-filled scary Independent lead Director called October 29th 2024: a scary rate the headline game and a Terrifying headlines quiz!Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMION1Scary headlines game23andMe Appoints Three New Independent Directors to BoardMark Jensen (LD & Comp Committee Chair): former executive at Arthur Andersen LLPAndre Fernandez (Audit Committee chair): former CFO WeWorkJim FrankolaAverage board influence across 4 boards (Lattice Semiconductor, Cardlytics, Ansys, and Skillsoft) is 4%OpenAI chair's AI startup Sierra gets $4.5 bln valuation in latest funding roundBret Taylor has raised $175 million in a new funding roundOne-year-old Sierra focuses on selling artificial intelligence-powered customer service chatbots to enterprises. It serves clients such as WeightWatchers and Sirius XMJeff Bezos Reveals Why Washington Post Didn't Endorse a 2024 Candidate (spoiler: the quick answer is Jeff Bezos)“Dave Limp, the chief executive of one of my companies, Blue Origin, met with former president Donald Trump on the day of our announcement,” Bezos wrote. “I sighed when I found out, because I knew it would provide ammunition to those who would like to frame this as anything other than a principled decision.”As he heads for the exit, Missouri secretary of state resurrects ‘anti-woke' investing rulesIn calling for the latest round of changes, Jay Ashcroft said there is “an immediate danger to the public welfare” if there are not guidelines in place cautioning people about investment firms that use ESG principles: “ESG investing opposes fossil fuels, pushes unionization of private companies, pushes radical racial and gender equity over merit, and flexes their influence over who is chosen to sit on corporate boards.”AI will acquire a human form,' says Nvidia vice president (Masataka Osaki, the Vice President of Worldwide Field Operations at Nvidia)Elon Musk's secret talks with Putin ramped up during his Twitter takeover: WSJ reportGoogle to develop AI that takes over computers, The Information reportsAlphabet's Google is developing artificial intelligence technology that takes over a web browser to complete tasks such as research and shoppingJeff Bezos Reportedly Has Secretive "Personal Reasons" for Wanting to Escape to MarsWoman sues JetBlue over ‘dangerously cold' ice cream sandwich that she says cracked her toothRobinhood jumps into election trading, giving users chance to buy Harris or Trump contractsU.S. stocks could soon trade for almost 24 hours a dayElon Musk claims he can cut the federal budget for Trump by 'at least' $2 trillionTech CEOs hedge their bets and make nice with TrumpApple's Tim Cook phoned the former president to discuss Apple's European legal troublesSundar Pichai called him to praise his photo op at a McDonald'sFinally, let's rate some Jamie Dimon says:JPMorgan CEO Jamie Dimon says 'it's time to fight back' on regulationJamie Dimon says the global order is at risk–and raging conflicts could explode into World War 3World War 3 has already begun, says JPMorgan Chase CEO Jamie DimonMATT1Terrifying headlines quizYou really like being alive on earth… and then…:Volcanoes don't cause climate change — but it could be the other way aroundClimate Change Even Threatening Greece's Butterflies, Food SupplyPolar bears are getting horrific injuries and huge 'ice balls' on their paws because of climate change, researchers say DRFall leaves look a little muted? Warmer, drier conditions are changing autumn in ArizonaYou really don't want e coli or some horrible plague… and that's when you hear:McDonald's bringing back Quarter Pounder after beef patties ruled out as source of E. coli outbreakRoyal Caribbean raises annual profit forecast on strong cruise demand, price hikesThe Arctic ice is melting. A booming cruise industry is taking advantage — while it can.Threat of foodborne pathogens is growing with climate change, experts warn DRYou are an out gay human being working in a firm with thousands of employees, virtually all of whom are white hetero milquetoast or not out at work. You're already basically alone in a sea of bros, when you find out…:Your CEO leads an anti-gay church, and apologizes only because the billionaire ex-CEO and chair has a married non-binary child (Fortescue) DRIt's your fault angry white men don't want to pay your products touched by your gayness (Harley)Your existence in the office, not your work product, got your hetero white male CEO paid morePicture this - you're home, comfortably at your kitchen table, home made coffee, house is empty, on your Zoom calls. You can shit in your toilet, you can choose to wear pants or not, you can be on call if your kids get a fever in class and pass out… and then…:Being forced to come back to the office but the CEO isn't there (Starbucks)9.5% of CEOs are ‘Supercommuters.' But they tend to underperform—especially if they own a boat or live near a golf courseBeing allowed to work from home… for a dual class dictator (Spotify)Being forced to bring your kids to the office because you had two days notice to get back to the office (Dell) DRThese are your only investment options in the world… and you are horrified:Boeing raises greater-than-expected $21 billion from new stock sales on pricingMcDonald's $5 value meals save third quarter U.S. sales but E. coli outbreak hangs over recovery DRSouthwest Airlines must face pilots' union lawsuit over threatsSubway is seriously skimping on deli meat, lawsuit saysAnd finally, who is the most terrifying victor in November:TrumpMuskHarrisJamie Dimon Says

Instant analysis of Lattice Semiconductor ($LSCC) Q2 earnings, as we hear from interim CEO Esam Elashmawi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #LatticeSemiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Trotz der überwiegend soliden Ergebnisse, sehen wir eine nur leicht freundliche Tendenz. Investoren warten auf die vielen nach dem Closing anstehenden Ergebnissen, unter anderem von AMD, Microsoft und Starbucks. Zu den teils großen Gewinnern gehören dank solider Zahlen heute PayPal, F5, Stanley Black & Decker, JetBlue und Sprout Farms. Die Aktien von Pfizer profitieren von den soliden Zahlen nur leicht. Auf der Schattenseite stehen wegen der Ergebnisse die Aktien von Merck, Procter & Gamble, Lattice Semiconductor und Archer-Daniels. Um 16h MEZ werden die Juni-JOLTS gemeldet, die an der Wall Street viel Beachtung finden werden. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | Exklusiver CLARK Deal ➡️ https://www.clark.de/landing/social/wallstreet74/ Lade zwei bestehende Versicherungen hoch und erhalte einen 30€ Gutschein! Werbung | Sichere dir jetzt einen kostenlosen Jahresvorrat Vitamin D3 & K2 und 5 praktische AG1 Travel Packs GRATIS und informiere dich auf https://www.drinkag1.com/wallstreet zu den gesundheitsbezogenen Angaben. Hole dir AG1 im Abo nach Hause, ganz ohne Vertragslaufzeit. Werbung | EXKLUSIVES NordVPN-Angebot ➼ https://nordvpn.com/Wallstreet Teste es jetzt risikofrei mit einer 30-Tage-Geld-zurück-Garantie! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Trotz der überwiegend soliden Ergebnisse, sehen wir eine nur leicht freundliche Tendenz. Investoren warten auf die vielen nach dem Closing anstehenden Ergebnissen, unter anderem von AMD, Microsoft und Starbucks. Zu den teils großen Gewinnern gehören dank solider Zahlen heute PayPal, F5, Stanley Black & Decker, JetBlue und Sprout Farms. Die Aktien von Pfizer profitieren von den soliden Zahlen nur leicht. Auf der Schattenseite stehen wegen der Ergebnisse die Aktien von Merck, Procter & Gamble, Lattice Semiconductor und Archer-Daniels. Um 16h MEZ werden die Juni-JOLTS gemeldet, die an der Wall Street viel Beachtung finden werden.

Join us for a mid-year review of our top chip stock picks for 2024! In this video, we delve into our biggest pick, Nvidia (NVDA), its growth and AI market implications, and explore other top performers like Qualcomm (QCOM) and Pure Storage (PSTG). We'll discuss why some stocks soared, while a few stumbled, and share insights into opportunities and trends in the semiconductor industry for the second half of the year. Don't miss out on these essential updates and strategic tips for your investment portfolio!

This video from Chip Stock Investor analyzes Lattice Semiconductor's recent performance. Despite a recent downturn, Lattice is outperforming major competitors like Intel and AMD in the FPGA chip market, gaining market share with its Nexus and Avant lines.

A rapid-fire, insightful look at breaking earnings from Lattice Semiconductor ($LSCC) as we hear from CEO Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lattice Semiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Lattice Semiconductor's Q4 2023 earnings call, unedited

In this exciting episode of the Electropages podcast, we delve into the world of Quantum Computing and its profound implications for cybersecurity. We are joined by Mamta Gupta, Director of Portfolio Management at Lattice Semiconductor, who brings over two decades of experience in the field. In this episode, we explore: - The intersection of Quantum Computing and cybersecurity The challenges and threats posed by quantum computers to current cryptographic standards The distinction between symmetric and asymmetric cryptography and their quantum resilience Strategies for future-proofing encryption methods against quantum threats The concept of 'crypto agility' and its importance in the era of quantum computing Lattice Semiconductor's innovative solutions for post-quantum cryptography Whether you're an engineer, a tech enthusiast, or someone curious about the future of cybersecurity, this podcast offers valuable insights into the quantum leap in computing and its impact on data security. Discover how Lattice Semiconductor is leading the charge in providing secure solutions for an increasingly quantum-aware world. 

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Deepak Boppana, Sr. Director of Marketing at Lattice Semiconductor during the Lattice Developers Conference for an inside look at Lattice Semiconductor's latest Avant FPGAs, designed for advanced connectivity like datapath applications, and flexible interface bridging and optimized compute for system expandability. The demos include: A boot time demo, and how speed contributes to security and safety A low-power networking demo, and what types of applications benefit  A power consumption benefit demo A memory transfer demo and some real-world examples of how customers can benefit from the energy-efficiency aspects See more demos on the Lattice Semiconductor website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Jim Anderson, CEO, Esam Elashmawi, Chief Strategy and Marketing Officer, and Steve Douglass, Chief Technology Officer at Lattice Semiconductor during the Lattice Developers Conference for a conversation on the key themes of the event, the latest announcements and more.  Their discussion covers: Key themes of the Lattice Developers Conference event Highlights of the announcements made by Lattice How Lattice is partnering with NVIDIA with regard to AI The innovations driving the latest Avant product releases and their application use cases What Lattice is most excited about for the future Learn more about the event on Lattice's website.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das Allzeithoch beim Dax, neue Höhen bei Bitcoin und Gold sowie die große Schlappe bei Pfizer. Außerdem geht es um Warner Bros Discovery, Paramount, Apple, Uber, HANetf Sprott Uranium Miners (WKN: A3DJZY), der Global X Uranium (WKN: A3DC8S), VanEck Uranium and Nuclear Technologies ETF (WKN: A3D47K), Supermicro, Nvidia, Microsoft, Synopsys, Lattice Semiconductor, Axcelis Technologies, Broadcom, Celsius Holing, Eli Lilly, Corcept Therapeutics, Neurocrine Biosciences und Casella Waste Systems. Wir freuen uns über Feedback an aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hier findet ihr alle AAA-Bonus-Episoden bei WELT – dazu den AAA-Newsletter und noch weitere WELTplus-Inhalte: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The end of October served up a nasty shock to some semiconductor stock investors. As interest rates rise and electric vehicles (EVs) become less affordable to finance, some demand is weakening and throttling growth prospects. Onsemi (ON) confirmed as much in its Q3 2023 earnings update, sending its shares (and those of Aehr Test Systems (AEHR), which derives most of its revenue from Onsemi) down by some 20% in a day. The market wasn't much happier with Lattice Semiconductor (LSCC), which also counts industrial and automotive markets as top customers. It had another strong showing in Q3, but it's outlook is also cloudy. The stock has crashed from all-time highs in recent weeks. Chip Stock Investors Nick and Kasey discuss these three top stocks, and whether the drop is a buying opportunity. Besides a general market overview, they also provide a fair value estimate using a discounted cash flow model, and how they're handling their own small positions in Onsemi, Aehr Test Systems, and Lattice Semiconductor. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off

On this episode of Embedded Insiders, we're discussing cyber resiliency with Eric Sivertson, VP of Security at Lattice Semiconductor, specifically highlighting how organizations can benefit from implementing a personalized data security plan and how FPGAs can help. Next, Rich and Vin are back with a DevTalk discussing the difference between emulation and simulation, and Vin deep dives into the background of how these meanings came to be.But first, The Insiders are here to talk about recent and upcoming trips. Rich is back from visiting with Infineon, NVIDIA, and Synaptics, and Ken is headed to the RISC-V Summit. 

Earnings season continues, and AI continues to be a hot topic! Equally hot stock AMD reported earnings, and it looks like the company's work in AI is not going to narrow the gap with Nvidia like many shareholders had hoped. This shouldn't have come as a surprise. Nick and Kasey explain why, but why AMD is still in great shape anyways. Meanwhile, small chip designer Lattice Semiconductor continues its sequential sales growth and profit margin expansion streak. The little business competes against heavyweight AMD (specifically, AMD's Xilinx acquisition) as well as Intel in the FPGA chip department. Kasey talks about what she likes most about this small growth stock. And Nick breaks down another stellar quarter from Arista Networks, headed up by underrated and :underfollowed CEO Jayshree Ullal. Arista is only just beginning to report ramp-up in design and infrastructure upgrades from generative AI, as well as work it's contributing to the new Ultra Ethernet Consortium (of which AMD is also a founding member). Pay close attention to Arista Networks. All of this and more as Chip Stock Investor discusses three of its top tech and semiconductor stocks for the next decade. Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. ☕☕☕If you feel so inclined please show your support here by fueling our caffeine addiction

We've heard on the show before about software needed to secure devices in a post-quantum world, but what about the hardware? Mamta Gupta from Lattice Semiconductor is here to tell us all about that! A note: at one point, Mamta talks about massive parallelism being the reason for quantum computing's speedup. As far as I can tell, it's not. I didn't think during the podcast was the best time to bring it up, but if you want to learn more, I recommend looking at the episode I did with Scott Aaronson and also the episode with Jon Skerrett CNSA 2.0: https://media.defense.gov/2022/Sep/07/2003071834/-1/-1/0/CSA_CNSA_2.0_ALGORITHMS_.PDF Isara timeline: https://www.isara.com/blog-posts/quantum-computing-urgency-and-timeline.html Cryptographic Agility with Mike Brown – Episode 37: https://podcasters.spotify.com/pod/show/quantumcomputingnow/episodes/Cryptographic-Agility-with-Mike-Brown--Episode-37-e133ela https://www.latticesemi.com/ Quantum Open Source Foundation: https://qosf.org/ QOSF showcase: https://podcasters.spotify.com/pod/show/quantumcomputingnow/episodes/QOSF-Showcase--Episode-28-Hybrid-eqir0q Interview with Michal Stechly (founder of QOSF): https://podcasters.spotify.com/pod/show/quantumcomputingnow/episodes/Micha-Stchy-and-QOSF--Episode-21-Hybrid-ej5e2u Lattice LinkedIn: https://www.linkedin.com/company/lattice-semiconductor Lattice twitter: http://www.twitter.com/latticesemi Lattice Facebook: http://www.facebook.com/latticesemi https://www.minds.com/1ethanhansen 1ethanhansen@protonmail.com QRL: Q0106000c95fe7c29fa6fc841ab9820888d807f41d4a99fc4ad9ec5510a5334c72ef8d0f8c44698 Monero: 47e9C55PhuWDksWL9BRoJZ2N5c6FwP9EFUcbWmXZS8AWfazgxZVeaw7hZZmXXhf3VQgodWKwVq629YC32tEd1STkStwfh5Y Ethereum: 0x9392079Eb419Fa868a8929ED595bd3A85397085B --- Send in a voice message: https://podcasters.spotify.com/pod/show/quantumcomputingnow/message

There's a shift happening now as network providers push for more flexibility...it's called ORAN, open radio access network. ORAN enables service providers to mix and match equipment from different vendors. But, there's a growing security threat in this open environment. That's why Lattice Semiconductor created a software tool called the Lattice ORAN Solution Stack. This ready-to-use software protects communication between board components through encryption and authentication across channels; effectively "securing the wire" in the inherently open ORAN functionality. Chief strategy and marketing officer for Lattice Semiconductor, Esam Elashmawi joins us on Inspiring Minds. He's going to help us understand how this innovation creates not only improved security, but also the long-term impact of reliability and power efficiency throughout the telecommunications market.

We hear about 5G all the time. 5G networks carry an incredible amount of data. Think about this communications network that keeps us connected...our personal phone calls, companies doing business, the banking system...it's critical infrastructure that relies on technology...that has to be secure. There's a shift happening now as network providers push for more flexibility...it's called ORAN, open radio access network. ORAN enables service providers to mix and match equipment from different vendors. But, there's a growing security threat in this open environment. That's why Lattice Semiconductor created a software tool called the Lattice ORAN Solution Stack. This ready-to-use software protects communication between board components through encryption and authentication across channels; effectively "securing the wire" in the inherently open ORAN functionality. Chief strategy and marketing officer for Lattice Semiconductor, Esam Elashmawi joins us on Inspiring Minds. He's going to help us understand how this innovation creates not only improved security, but also the long-term impact of reliability and power efficiency throughout the telecommunications market.

Small caps led while Nasdaq and S&P 500 hit fresh 52-week highs heading into the Fed decision. The Nasdaq is getting extended, with many leaders out of reach. Lattice Semiconductor, Vertex Pharmaceuticals and Freeport-McMoran are flashing buy signals. But investors need patience.

The Six Five – On The Road: Lattice Analyst & Investor Day On this episode of The Six Five – On The Road host Daniel Newman is at Lattice Analyst & Investor Day in New York City. He sits down with Lattice Semiconductor's President and CEO, Jim Anderson, along with Esam Elashmawi, Chief Strategy and Marketing Officer, and Sherri Luther, Chief Financial Officer for a conversation on the announcements that were made during the day. Their discussion covers: ●      How Lattice has achieved multi-year growth success in terms of product and business strategy ●      The current trend lines driving growth, particularly with AI and EdgeAI ●      Long-term growth for the company, with a look into the expanding product portfolio Lattice has planned for the future ●      Some key insights into Lattice's capital allocation strategy and how its buyback program has performed for its shareholders Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

Field programmable gate arrays take center stage in this week's Fish Fry podcast! Mid-range FPGAs to be exact!  Gordon Hands (Lattice Semiconductor) and I chat all about Lattice's new Avant Platform, the challenges this new platform is looking to solve, the details of Lattice Avant-E family, and why low power, form factor, interface availability are cornerstone to this new Avant FPGA Platform.  Also this week, I investigate new origami-inspired robots that can sense, analyze and act in challenging environments. 

In this episode I would like to show which manufacturers are active in the FPGA world and which components they offer. Content of this Episode * Overview over the manufacturer * Overview over the components * Manufacturer: * Xilinx * Intel * Lattice Semiconductor * Microchip * Efinix * Achronix * Cologne Chip The post WFP004 – Manufacturers and their components appeared first on World of FPGA by David Kirchner.

The Six Five On The Road at the launch of Lattice Semiconductor's new Lattice Avant mid-range FPGA platform. Patrick Moorhead and Daniel Newman sit down with CEO Jim Anderson, SVP of R&D Steve Douglass, and CSMO Esam Elashmawi. Their discussion covers: Announcement of mid-range FPGA platform, Lattice Avant Lattice's investment in customer experience Lattice's competitive edge/product differentiation Investor outlook after this announcement

The Six Five In The Booth at the launch of Lattice Semiconductor's new Lattice Avant mid-range FPGA platform. Patrick Moorhead and Daniel Newman walk through the Avant demos with Deepak Boppana, Senior Director, Segment Marketing at Lattice Semiconductor. Their conversation covers: Lattice Avant FPGA platform's Power Efficiency, Performance, & AI Processing demos with competitive and generational comparisons The importance of thermal management and its effect on the overall cost Applications that benefit from lower power How Lattice Avant improves AI acceleration

The 5G standard seems to be working through the embedded industry at a snail's pace when you compare it to other aspects of our technology sector. Why is that, and what do you do about it if you're a design engineer? To try and get a handle on how to be compliant, yet stay at the leading edge, I spoke to Mamta Gupta, the Director of Security and Communications Segment Marketing at Lattice Semiconductor on this week's Embedded Executives podcast.

Tune in for a replay of The Six Five Summit's #Semiconductor Spotlight Keynote with Jim Anderson, President & CEO, of Lattice Semiconductor. In this Q&A, Jim, and Patrick Moorhead, Principal Analyst at Moor Insights & Strategy, will discuss the industry trends making reprogrammability and flexibility essential for Edge computing applications across the Communications, Computing, Industrial, Automotive, and Consumer markets. The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what's now and what's next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what's ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

On this special episode of the Futurum Tech Webcast – Interview Series I am joined by Esam Elashmawi, Chief Marketing and Strategy Officer at Lattice Semiconductor. Our conversation centers around Lattice's recent Q2 earnings, what to expect from the company going forward, what their strategy is, and much more you won't want to miss. In our conversation we discussed the following: A broad overview of recent earnings from around the industry A deep dive into the recent record breaking Q2 2022 revenue report from Lattice, and how they can continue their growth and success A look into the CHIPS Act and how it will drive innovation in the future An exploration of FPGA's as an industry and as a market, and how more applications could leverage an FPGA that maybe wasn't considered before If you'd like to learn more about Lattice Semiconductor, check out their website here.

In our latest Electronic Specifier Insights podcast, we spoke to Mamta Gupta, Director of Portfolio Management and Prasad Vindla, Product Marketing lead for Comms at Lattice Semiconductor all about 5G ORAN  

In this episode of Making Markets, host Daniel Newman explores the fallout after a large swath of the tech industry finishes reporting. With interest rates on the rise and inflation out of control, the negative macros are weighing much heavier on tech names than the positive ones. Dive into this episode for a look at AMD, Lattice Semiconductor, and Twilio results this week, and thoughts on where we are in the continued tech sell-off that is now in its sixth month.

In this episode of Making Markets, Lattice Semiconductor CEO Jim Anderson gives a run down on the company, its most recent Q4 results, and the strategy, opportunities, and direction of the company and the strong growth for FPGAs and why this growth is set to be sustained as demand for silicon continues to rise.

Welche Hersteller sich in der FPGA Welt tummeln und welche Bausteine sie anbieten möchte ich in dieser Folge gerne einmal beleuchten. Inhalt der Folge: * Übersicht über die Hersteller * Übersicht über die Bausteine * Hersteller: * Xilinx * Intel * Lattice Semiconductor * Microchip * Efinix * Achronix * Cologne Chip Der Beitrag IF167 – Hersteller und ihre Bausteine erschien zuerst auf Ingenieurbüro David C. Kirchner.

On this episode of the Futurum Tech Webcast – Interview Series I am joined by Esam Elashmawi, Chief Strategy and Marketing Officer at Lattice Semiconductor, for an exciting conversation about the myths that exist around FPGAs and the things Lattice is doing to set the record straight. Three Myths about FPGAs  In our conversation we discussed the following: The reality of FPGA offerings Whether or not you really need high performance FPGAs and GPUs for AI and machine learning A look into the investments that Lattice has made around FPGA design FPGAs are an important piece of the compute architecture, but not everything that is said about them is true. If you're interested in learning more about what Lattice is doing in the marketplace, be sure to check out their website.

In our latest Electronic Specifier Insights podcast, we spoke to Juju Joyce, Product Marketing Manager at Lattice Semiconductor about their new product, Lattice CertusPro-NX General Purpose FPGAs 

On this episode of the Futurum Tech Podcast – Interview Series I am joined by Esam Elashmawi, Chief Marketing and Strategy Officer for Lattice Semiconductor. Lattice is a leader in building small, powerful, efficient FPGAs that are used across all end markets and critical infrastructure.   Our discussion centered on their recent Investor Day and the impressive announcements that are defining the future of the company.   Lattice Semiconductor's Investor Day   My conversation with Esam also revolved around the following:   The promises Lattice made in 2019 and everything that the accomplished in that two year span   A quick look into the quarterly growth the company is seeing   A teaser of a new product launch coming this June   A recap of the announcements that were made including Avant   Lattice Semiconductor has had an impressive growth in the last two years and after their Investor Day it's clear they have no signs of slowing down. If you'd like to learn more about their products or more about the company, be sure to check out their website. And while you're at it be sure to hit the subscribe button so you never miss an episode of the podcast.   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show, the contents of this show should not be taken as investment advice.

Wikifolio Trader DerSenator konnte seit Ende 2014 eine Performance von +122 % im gleichnamigen Wikifolio mit Stock Picking erzielen. Die Aktien sollen den Umsatz nachhaltig steigern können und mehr Gewinn erzielen als die Analysten erwarten, außerdem sollen die Margen in Zukunft nicht unter Druck geraten. Hierfür nutzt er auch die Fachpresse. 20 Aktien hat er im Portfolio und die können aus ganz unterschiedlichen Bereichen und Regionen kommen. Und sie haben zum Teil ein deutliches Plus (+255 % Advanced Micro Device, +167 % Lattice Semiconductor). Bei anderen liegt er auch mal schief (PKP Cargo -28 %). Da wird dann aber nicht überstürzt: "wir sind keine Heavy-Trader", sondern eher ausgehalten: "das ist wie beim Boxen: man muss auch mal Schläge einstecken können. Wichtig ist, dass man den Boxkampf nach 12 Runden gewinnt." Die 12-Monatsperformance von mehr als 24 % zeigt schon mal in die richtige Richtung. https://www.wikifolio.com/de/de/w/wf0senator

In this episode of The Kula Ring podcast, Jeff and Carman talk with Doug Hunter of Lattice Semiconductor about how to better quantify your marketing decisions and the importance of context for your customers.

Welcome to the 23rd installment of the Caixin-Sinica Business Brief, a weekly podcast that brings you the most important business stories of the week from China's top source for business and financial news. Produced by Kaiser Kuo of our Sinica Podcast, it features a business news roundup, plus conversations with Caixin reporters and editors. This week, we look into the new China-backed plan to build a high-speed railroad between the Russian cities of Moscow and Kazan. We analyze why U.S. high-tech chipmaker Lattice Semiconductor decided to terminate its plan to be purchased by a China-backed buyer. We examine how conglomerate Citic Group and Beijing Capital Agribusiness Group struck a deal with British fowl specialist Cherry Valley Farms. We learn about the U.S. debut of Yang's Braised Chicken Rice, a popular fast-food chain from China. We also dive into the newly released data of China's investment, industrial output, and retail sales in August, which all suggest a downward momentum. In addition, we talk to Caixin senior editor Doug Young about the new plan by China's ecommerce company JD.com to roll out an office-based automated food service concept targeting white-collar workers, and the new government clampdown aiming at online chat groups. We also speak with Caixin reporter Liu Xiao about the latest news in the world of cryptocurrencies. We'd love to hear your feedback on this product. Please send any comments and suggestions to sinica@supchina.com.