Lattice Semiconductor Corporation (LSCC) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript | Seeking Alpha
Lattice Semiconductor Corporation (LSCC) The KeyBanc Technology Leadership Forum 2026 August 11, 2026 3:00 PM EDTCompany ParticipantsLorenzo A. Flores - Senior VP & CFOConference Call ParticipantsJohn. . .
Lattice Semiconductor Corporation (LSCC) The KeyBanc Technology Leadership Forum 2026 August 11, 2026 3:00 PM EDTCompany ParticipantsLorenzo A. Flores - Senior VP & CFOConference Call ParticipantsJohn Vinh - KeyBanc Capital Markets Inc. , Research DivisionPresentationJohn VinhKeyBanc Capital Markets Inc. , Research DivisionGreat. Good afternoon, everybody. My name is John Vinh. I cover semis here at KeyBanc Capital Markets. We're pleased to have Lattice Semi here with us. We have Lorenzo Flores, CFO. Welcome, Lorenzo. Great to see you. Lorenzo A. FloresSenior VP & CFOThanks, John. Great to have you. Always a great event. Question-and-Answer SessionJohn VinhKeyBanc Capital Markets Inc. , Research DivisionSo let's start talking about kind of your data center growth, right? In the quarter you just reported, comms and compute grew 80% -- over 80%, which would obviously suggest that AI data center is growing faster than that. Can you talk about how much of this growth has been driven by general purpose server versus AI?Lorenzo A. FloresSenior VP & CFOYes. So I'm going to start with my best understanding, but I think I'll provide a little bit more color around the overall growth dynamic, which might actually be more helpful, right?So at the beginning of the year, I think everybody in the industry was looking at industry expectations, from about 15 million units for total servers, something about a 20% AI mix, and then it grew up to 16 million. And now like the latest past 3 weeks, we've seen the estimate for overall servers about 20 million units and with a more -- higher AI mix to them. And I would say that in parallel, as we've gone through the year, we've continued to see our demand going up and up and up. And at