Lattice Semiconductor NASDAQ: LSCC CEO Ford Tamer and AMI Business Unit leader Sanjoy Maity outlined how the companies’ combination is intended to address growing management, control and security demands across AI data centers and physical AI systems.
Speaking at The Six Five Summit 2026, Tamer described Lattice as a provider of low-power programmable devices used alongside processors, networking equipment and sensors. The company’s small and mid-range FPGAs support functions including booting, power sequencing, security management, control, bridging, I/O expansion, sensor fusion and data processing, he said.
AMI, which Maity said has developed foundational firmware for four decades, provides firmware used to boot, manage and secure AI data center infrastructure. Its offerings also include telemetry, monitoring, error correction and a “single pane of glass” view intended to help administrators oversee complex data center environments.
Combination targets faster deployment
Tamer said the companies have known each other for six years and serve similar customers, including hyperscalers, neocloud providers, server and networking OEMs, and silicon and systems partners. He characterized the businesses as complementary because Lattice operates close to hardware and sensors, while AMI provides low-level firmware for managing and securing those components.
“Together, we believe we’re going to provide secure management control solution, a turnkey, and speed up our customers’ time to market,” Tamer said.
Maity said the combined organization aims to provide pre-validated solutions so customers can spend less time addressing integration issues and focus more on their own intellectual property and business development. He said the approach could reduce integration costs and accelerate product launches.
AI infrastructure is becoming more complex
Tamer said AI infrastructure has undergone a rapid expansion in recent years, with 2025 centered on training workloads and 2026 seeing a greater shift toward inference and agentic AI. He said the shift has increased demand not only for GPUs but also for CPUs, storage and networking infrastructure.
He also cited changes in networking architectures, liquid cooling and increased sensor deployment. According to Tamer, the number of sensors in a server has grown to as many as 1,200, monitoring functions ranging from fans and cooling distribution units to optical interconnects.
That expansion has increased the use of low-power FPGAs from tens of devices per rack to hundreds of devices per rack, he said. Lattice’s devices are positioned near sensors and hardware components to provide deterministic, low-latency connectivity and parallel processing.
- Data center infrastructure is becoming more disaggregated across compute, power and cooling, networking, and storage.
- Systems are becoming more heterogeneous, incorporating CPUs, GPUs, NPUs, Arm-based processors and RISC-V architectures.
- Operators need broader rack-, pod- and data-center-level management capabilities.
Maity said scalability, security and sustainability are major industry challenges. AMI uses a modular firmware approach based on open-source technology that can support multiple architectures, board management controllers and companion chips using a single version of code, he said.
Security and physical AI opportunities
Tamer highlighted security as a core application for programmable logic, particularly as requirements evolve around post-quantum cryptography. He said FPGAs can be updated in the field as security algorithms change, unlike fixed-function ASICs.
In physical AI, Tamer said Lattice works with NVIDIA on sensor-fusion and preprocessing functions associated with NVIDIA’s Holoscan platform. Lattice’s devices can process data from sensors and provide metadata to NVIDIA Thor and Orin systems, he said.
Looking further ahead, Tamer said disaggregated infrastructure, telemetry and automation could support more self-diagnostic and self-healing operations. He cited the potential need for such capabilities in future space-based data centers, where direct human servicing would be more difficult.
Revenue targets
Tamer said the companies are focused in the near term on adding resources, meeting customer commitments and bringing combined solutions to market more quickly. Longer term, he said the goal is to become a leader in secure management and control for data center AI and physical AI.
Financially, Tamer said the company had guided at its most recent earnings call to a midpoint third-quarter revenue run rate of $1 billion for the combined businesses. He said it expects to exit the year at approximately a $1.2 billion run rate and has an aspirational target of reaching a $3 billion run rate by the end of 2030.
Tamer said Lattice generated $520 million in revenue in 2025 and that reaching the 2030 target would require annual revenue growth of slightly more than 25%.
About Lattice Semiconductor (NASDAQ:LSCC)
Lattice Semiconductor Corporation is a U.S.-based semiconductor company specializing in low-power, small-footprint programmable logic devices. The company's product portfolio centers on field-programmable gate arrays (FPGAs), programmable logic devices (PLDs) and related intellectual property cores that enable customers to implement custom digital functions in applications where energy efficiency and compact size are critical. Lattice's solutions are widely used to accelerate edge computing, support video and sensor interfaces, and provide flexible I/O connectivity across a variety of end markets.
The company offers a range of FPGA families, including the iCE40 series for ultra-low power mobile and consumer applications, the MachXO series for embedded control and security, and the ECP5 series for midrange performance in communications, industrial automation and automotive domains.
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