Lattice Semiconductor Corp at Sanford C Bernstein Strategic Decisions Conference Transcript

May 31, 2023 / 06:30PM GMT
Stacy Aaron Rasgon - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst

Good afternoon. Thank you all for coming. I'm Stacy Rasgon. I cover the U.S. semiconductor and semi-cap space here at Bernstein. And it is my honor to have our guest here today, Jim Anderson, the President and CEO; and Sherri Luther, the CFO of Lattice Semi.

Before we start, I want to mention if you have questions on the back of your program, there's a QR code you can scan. It will take you to our Q&A portal. It's called Pigeonhole. You can submit those questions there. We'll have time for Q&A at the end.

I don't cover Lattice. It does, however, come up pretty frequently in our conversations and actually more recently, investors ask how it fits into the broader FPGA space, especially since some of the larger competitors got acquired and how they differentiate those -- against those larger peers. They ask the new efforts to move up that FPGA stack into higher performance regimes.

And they ask how much further the company can take things as they continue to extend their financial

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