Lattice Semiconductor Corp The Six Five Summit: AI Unleashed 2026

Thank you. Thank you. Yeah.

Excellent, Pat. Thank you. Thanks again for the opportunity to be at your Six Five Summit.

Thank you. Good morning or good evening to your Six Five audience.

Sanjoy and I will maybe ping-pong and do this together. We are very excited about this session. Let me start with a quick overview of Lattice and AMI for your audience. I will do Lattice, and Sanjoy will do AMI. As some of you know, and some of you may be new to our story, Lattice is the low-power programmable companionship for data center AI and physical AI. Our small and mid-range FPGAs provide companion functions for secure management and control and data plane processing. We do things like booting, power sequencing, security management, control, bridging, I/O expansion.

Yeah Sensor fusion, and data processing.

We do this for partners on the data center AI such as XPUs, GPUs, CPUs, DPUs, microprocessors, microcontrollers, but also networking function and switch and NIC, the board management controllers. On the physical AI, we also do this for all kinds of sensors, from image to LIDAR, to radar, infrared, thermal cameras, and then industrial motion and various other industrial sensors. Sanjoy, can you say a few words about AMI, please?

Sure. Thank you, Ford. AMI is making the foundational firmware for the last 40 years. That uses very essential for the AI data center infrastructure. We make firmware to boot, manage, and secure them. These are very, very essential for the data center. At the same time, the AI data centers are very complex, right? There are so many components, so many infrastructure elements. We also provide holistic view of the data center through a single pane of glass view. From telemetry to monitoring, 24/7 monitoring, error correction, and boosting uptime all together. The data center administrator in a hyperscale data center environment can have a total view of the AI data center. Ford, you can elaborate why we join hands.

Thank you, Sanjoy. We have been "dating" for six years. We have known each other for that long, Pat, so we service very similar customers on hyperscaler, Neocloud, major server and networking system OEMs, as well as silicon and system partners that we work with very closely. Both of us ascribe to this open system neutrality across the whole ecosystem. We both operate very close to the hardware, so fundamentally, our FPGAs are very close to all the sensors I just discussed. We are the first chip that it goes from the sensor to before they go to digital type of processing. We provide these deterministic, real-time control, low latency, parallel processing capabilities near these sensors and partners. Similarly, AMI is also very low-level firmware, booting, managing, securing all of these hardware.

You can see we're very complementary, and our customers now have a tremendous pressure to go shift left and go faster time to market. Together, we believe we're going to provide secure management control solution, a turnkey, and speed up our customers' time to market, and tremendous benefit to them. Do you want to elaborate on that, Sanjoy, before we go back to Pat?

Yes, absolutely. As Ford mentioned, our strategic intent is pre-validated, proven solution, handing over to our customer. So the customer do not spend their time in the integration issues, and they can focus on their IP development and focus on their business. This is a massive, faster to market advantage that we are going to give them. That's the main intent for us to do together.