Lattice Semiconductor vs Applied Digital

This page compares Lattice Semiconductor and Applied Digital, examining their business models, financial performance, and market context. It presents an accessible overview of how each company creates value, operates within its sector, and approaches growth. The analysis remains neutral, aiding readers seeking factual context with clear, straightforward language. Educational content, not financial advice.

This page compares Lattice Semiconductor and Applied Digital, examining their business models, financial performance, and market context. It presents an accessible overview of how each company creates...

About The Companies

Lattice Semiconductor (LSCC)

Lattice Semiconductor (LSCC) makes low‑power, small‑form‑factor field‑programmable gate arrays (FPGAs) and associated IP that are often used at the edge of networks and in embedded devices. Investors should know Lattice positions itself away from the highest‑performance FPGA market and focuses on energy‑efficient solutions for applications such as industrial automation, automotive safety, edge AI, and communications. Growth drivers include increasing edge compute demand, 5G-related connectivity, and longer adoption cycles of programmable logic in smart devices. Key risks are strong competition from larger FPGA suppliers, the cyclical nature of semiconductor demand, and supply‑chain or macroeconomic shocks that can affect order timing. Financial and valuation checks remain important: market capitalisation (about $9.6bn) reflects growth expectations and investor sentiment. This is educational information only, not personal advice; suitability depends on your individual goals, timeframe and risk tolerance, and past performance is not a reliable indicator of future returns.

Applied Digital (APLD)

Applied Digital Corporation (APLD) develops and operates hyperscale digital infrastructure and data-centre campuses, providing colocation, hosting and managed services for high-performance computing, enterprise workloads and blockchain-related customers. The business model relies on leasing capacity, long-term hosting contracts and value-added services; revenue and margins are sensitive to utilisation rates, pricing and energy costs. APLD’s growth strategy is capital intensive and may require substantial investment and time to bring new capacity online. The company has had notable exposure to crypto-related clients, which can amplify revenue volatility. Key risks include energy-price swings, regulatory changes, competitive pressure and technology cycles that may affect demand. With a market capitalisation around $9.1bn, APLD may interest investors seeking infrastructure exposure to computing demand, but it can be cyclical and volatile. This is general educational information and not personalised advice; suitability depends on individual risk tolerance and investment goals.

Comparison Snapshot

Key Financial Metrics

LSCC

Metric

APLD

$10.34B

Market Cap

$7.79B

6.20%

Potential Profit

56.74%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

CHIPS Act Stocks | Intel Government Funding Impact

Intel secured $5.7 billion in U.S. government funding in exchange for an equity stake, a strategic move to keep its chipmaking unit in-house. This highlights a broader investment theme in companies supporting the domestic semiconductor supply chain, driven by the CHIPS Act.

Published: August 31, 2025

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China's Semiconductor Ascent

Nvidia is currently in discussions with the U.S. government to sell less powerful AI chips to China due to ongoing export restrictions. This sustained trade tension creates a significant opening for domestic Chinese semiconductor companies to capture market share and accelerate their growth.

Published: August 29, 2025

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Beyond The Blue: Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant workforce reductions and canceling new factory plans to improve its financial health. This strategic pivot could benefit competing semiconductor manufacturers and foundry services who may capture the market share and manufacturing contracts that Intel is forgoing.

Published: July 27, 2025

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Which Baskets Do They Appear In?

CHIPS Act Stocks | Intel Government Funding Impact

Intel secured $5.7 billion in U.S. government funding in exchange for an equity stake, a strategic move to keep its chipmaking unit in-house. This highlights a broader investment theme in companies supporting the domestic semiconductor supply chain, driven by the CHIPS Act.

Published: August 31, 2025

Explore Basket

China's Semiconductor Ascent

Nvidia is currently in discussions with the U.S. government to sell less powerful AI chips to China due to ongoing export restrictions. This sustained trade tension creates a significant opening for domestic Chinese semiconductor companies to capture market share and accelerate their growth.

Published: August 29, 2025

Explore Basket

Beyond The Blue: Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant workforce reductions and canceling new factory plans to improve its financial health. This strategic pivot could benefit competing semiconductor manufacturers and foundry services who may capture the market share and manufacturing contracts that Intel is forgoing.

Published: July 27, 2025

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