Lattice Semiconductor disclosed its growth outlook during the Six Five Summit: AI Unleashed 2026, held on Thursday, Aug. 27, 2026. CEO Ford Tamer said the company will merge its firmware and AI‑infrastructure capabilities with AMI, describing the relationship as having "dated" for six years.
Lattice projects a $520 million revenue run‑rate for 2025 and expects to reach a $1 billion run‑rate by the midpoint of Q3 2026. The firm targets a $1.2 billion run‑rate by the end of 2026 and a $3 billion run‑rate by the close of 2030, implying an annual growth rate just above 25 percent.
The partnership aims to simplify a fragmented AI‑control market by offering a pre‑validated, ecosystem‑neutral firmware solution, which Tamer likened to a "Red Hat of firmware." Senior Vice President Sanjoy Maity of AMI said the joint effort will deliver proven solutions directly to customers.
Lattice’s hardware strategy includes scaling FPGA deployments from tens to hundreds per rack across millions of servers and tens of thousands of data centers worldwide. The company now supports roughly 1,200 sensors per server for cooling, power and optical interconnects. Its FPGAs are hardened for space applications using an FDSOI process at a factory in Austin, Texas, and integrate with NVIDIA’s Holoscan platform for sensor‑fusion tasks on Thor and Orin chips.
Tamer highlighted a shift from a 2025 focus on GPU‑driven training to a 2026 surge in inference workloads across CPUs, storage and networking. He also noted growing security concerns, citing executive orders on post‑quantum cryptography and the need to guard against AI model jailbreaks.
Overall, the combined Lattice‑AMI entity intends to remain architecture‑agnostic, supporting x86, Arm, RISC‑V and other platforms while expanding its global firmware engineering team of about 12,000 engineers, 10 percent of whom are at AMI.
