Lattice Semiconductor Corporation (LSCC) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

customer meeting we had in Asia, we had NXP semiconductor be there with us. We worked together at OCP and the partnership with NXP is actually becoming quite strong and customers quite like the two of us together. We're expanding it across others. So on the microcontroller, we're seeing interest from other players in that space to do the same. And you'll hear more partnerships in the future. So we do believe that on the processing side, whether it's microprocessor or microcontroller, you're going to see one plus one equals three, where we'd be providing joint solutions to customers that leverage the best out of FPGA and these processors next to us. On where we're going to take this longer term, there's definitely quite a few discussions going on and exploration, but we're not ready to discuss at this point. We're being asked by customers to do some specific stuff that we're investing in and that may be part of the increased investment into 2026 that Lorenzo has hinted to in his prepared remarks. So stay tuned on that. We'll have more detail as we go. Thanks, Ford. Thank you. We take the next question from the line of Ruben Roy from Stiefel. Please go ahead. Yes, thank you. Ford, I wondered if you could add a little detail to the AI usage comment. I think you previously said high teens going into the mid-20s for next year. How are you thinking about mix on that relative to AI? compute and comms versus industrial and automotive, and maybe a little detail on how you're defining AI usage would be great. Thank you. Thank you, Ruben. We are still on track for the mid-teens in this year, 2025, going into the mid-20s by next year, 2026. And the ratio is about 60% comms and compute versus 40% industrial and automotive. On the comms and compute, we play a role of a companionsh...