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Lattice Semiconductor Corporation (LSCC) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 10:45 AM EDT
Company Participants
Fouad Tamer - CEO, President & Director
Sanjoy Maity - CEO & Director
Lorenzo A. Flores - Senior VP & CFO
Conference Call Participants
Mark Garcia - JPMorgan Chase & Co.
Presentation
Mark Garcia
JPMorgan Chase & Co.
All right. Welcome back, everyone. My name is Mark Garcia with JPMorgan, and very happy to be hosting the management team here of Lattice Semiconductor. We have Fouad Tamer, CEO; Lorenzo Flores, CFO; and special guests, Sanjoy Maity, CEO of AMI. Great. So for those who have questions on AMI, this is great opportunity.
Question-and-Answer Session
Mark Garcia
JPMorgan Chase & Co.
So Fouad, it's been over 18 months for you now. Maybe you can just sort of catch us up and what did you inherit there at Lattice? And then -- but really importantly, what's changed the most operationally today?
Fouad Tamer
CEO, President & Director
Yes. Thank you. So when I joined, the vision of the company was to do a full portfolio of FPGA all the way from low end to high end, and there was a road map to do chips with millions of gate and -- including SoC, which is integrating the processor inside the FPGA. And when I joined, we refocused the company on the small and midrange, no SoC, meaning we have refocused the company on what's called -- the small FPGA is called our Nexus product line, N-E-X-U-S, and our midrange is Avant. And we have 3 product lines, what we call the pre-Nexus, Nexus and Avant. So Nexus, it goes up to about 200,000 logic cell, Avant to about 600, and that's the focus of the company. And we did this because our belief is that this is our sweet spot for FPGA. This is where FPGA make a lot more sense being deterministic, being low power, being
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