Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Bottom-Up

<ul><li><a href="https://www.smartkarma.com/entities/entegris-inc" target="_blank" data-smartkarma-citation="entities:12493" rel="noopener">Entegris Inc (ENTG US)</a> - Memory spending is happening next year, but MSI remains weak.</li><li><a href="https://www.smartkarma.com/entities/astera-labs-inc" target="_blank" data-smartkarma-citation="entities:40921" rel="noopener">Astera Labs (ALAB US)</a> - This is now the second way to play a levered Trainium ramp, as they have extensive content with <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409" rel="noopener">Amazon.com Inc (AMZN US)</a>.</li><li><a href="https://www.smartkarma.com/entities/lattice-semiconductor-corp" target="_blank" data-smartkarma-citation="entities:7855" rel="noopener">Lattice Semiconductor (LSCC US)</a> - Standard kitchen sink; I like the stock long-term.</li></ul>

Entegris Inc (ENTG US) - Memory spending is happening next year, but MSI remains weak.Astera Labs (ALAB US) - This is now the second way to play a levered Trainium ramp, as they have extensive content with Amazon.com Inc (AMZN US).Lattice Semiconductor (LSCC US) - Standard kitchen sink; I like the stock long-term.

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Lattice Semiconductor provided a detailed overview of its financial performance and strategic outlook for the third quarter of 2024.</li><li>The company's results were generally in line with internal expectations, marking distinct progress in specific segments despite facing notable industry-wide headwinds.</li><li>Revenue for the quarter was reported at $127.1 million, maintaining alignment with previously provided guidance.</li></ul>

Lattice Semiconductor provided a detailed overview of its financial performance and strategic outlook for the third quarter of 2024.The company's results were generally in line with internal expectations, marking distinct progress in specific segments despite facing notable industry-wide headwinds.Revenue for the quarter was reported at $127.1 million, maintaining alignment with previously provided guidance.

Lattice Semiconductor Corporation: Its Efforts Towards Traction in AI & Data Center Markets Paying Off? - Major Drivers

<ul><li>It’s an exciting time when your favorite semiconductor CEO comes out of “retirement” to return as a CEO.</li><li>Mine is personally Ford Tamer, who drove Inphi to ship the best DSP in the market against much larger competitors at a much faster pace.</li><li>In my opinion, Inphi was almost a miracle story in semiconductors. It was a literal David versus Goliath, and the man who led the team was Ford.</li></ul>

It’s an exciting time when your favorite semiconductor CEO comes out of “retirement” to return as a CEO.Mine is personally Ford Tamer, who drove Inphi to ship the best DSP in the market against much larger competitors at a much faster pace.In my opinion, Inphi was almost a miracle story in semiconductors. It was a literal David versus Goliath, and the man who led the team was Ford.

<ul><li>Lattice Semiconductor's second quarter earnings for 2024 reflect continued challenges in the market, primarily due to inventory normalization and cyclical corrections, which significantly impacted their performance and projections.</li><li>In the second quarter, revenue declined by 12% sequentially and 35% year-over-year.</li><li>Despite these challenges, gross margins held steady at 69%, indicating a consistent ability to manage product pricing and cost efficiently.</li></ul>

Lattice Semiconductor's second quarter earnings for 2024 reflect continued challenges in the market, primarily due to inventory normalization and cyclical corrections, which significantly impacted their performance and projections.In the second quarter, revenue declined by 12% sequentially and 35% year-over-year.Despite these challenges, gross margins held steady at 69%, indicating a consistent ability to manage product pricing and cost efficiently.

Lattice Semiconductor Corporation: Deepening Footprint In AI & Computing Driving Our Optimism! - Major Drivers

<ul><li>Lattice Semiconductor Corporation witnessed a dip in its Q1 '24 results due to softening demand across most of its segments and end customers reducing their inventory levels.</li><li>Sequentially, the Industrial and Automotive segment was down by 25%, while the Communications and Computing segment declined by 7%.</li><li>Even Computing performance was affected by weaker demand in the Communications segment.</li></ul>

Lattice Semiconductor Corporation witnessed a dip in its Q1 '24 results due to softening demand across most of its segments and end customers reducing their inventory levels.Sequentially, the Industrial and Automotive segment was down by 25%, while the Communications and Computing segment declined by 7%.Even Computing performance was affected by weaker demand in the Communications segment.

Lattice Semiconductor Corporation: Increasing Server Share

United States

Lattice Semiconductor Corporation designs, develops, and markets high speed programmable logic devices.  The Company's products provide electronic systems customers with quickly designed, easily configured components.  Lattice markets its products to original equipment manufacturers of communication, computing, industrial, and military systems.

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Lattice Semiconductor (LSCC US)

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

What a week (I’m a bit late on this)! I wanted to give a quick overview of all the companies that reported last week. Lattice Semiconductor -...

Fabricated Knowledge

Lattice Semiconductor Corporation: Its Efforts Towards Traction in AI & Data Center Markets Paying Off? - Major Drivers

Lattice Semiconductor provided a detailed overview of its financial performance and strategic outlook for the third quarter of 2024. The company's...

Baptista Research