Lattice Semiconductor Corp (LSCC) in Artisan Small Cap Fund Q2 2024

Capitalizing on Growth in Low-Power FPGA Solutions

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4 days ago
Summary
  • Investment rationale: Dominant market share in low-power FPGA solutions.
  • Market positioning: Strong presence in industrial and automotive sectors.
  • Risks and challenges: Exposure to cyclical semiconductor market dynamics.
  • Recent performance: Represented 4.7% of the fund's total net assets as of June 2024.
  • Future outlook: Expected to benefit from increasing demand for energy-efficient technologies.

Lattice Semiconductor Corp (LSCC, Financial) was a notable position in the Artisan Small Cap Fund's Q2 2024 commentary, underscoring its leadership in low-power FPGA solutions. The company's strategic focus on industrial and automotive applications positions it well to capitalize on the growing demand for energy-efficient technologies.

"Lattice Semiconductor's dominant market share and focus on low-power solutions align with our investment strategy, offering significant growth potential." — Artisan Small Cap Fund, Q2 2024 Fund Letter

Read full letter at gurufocus artisan small cap fund q2 2024 commentary 2024 Q2 page.