What Happened?
Shares of semiconductor designer Lattice Semiconductor (NASDAQ: LSCC) jumped 3.6% in the afternoon session after the company introduced the industry's first secure control FPGAs with post-quantum cryptography support.
The new chips, part of the MachXO5-NX TDQ family, were designed to address rising security concerns as advances in quantum computing threatened to make current cryptographic standards obsolete. These field-programmable gate arrays (FPGAs) target the computing, communications, industrial, and automotive sectors. According to Esam Elashmawi, Chief Strategy and Marketing Officer at Lattice, the advance of quantum computing increased the urgency for industries to adopt quantum-resistant security. The company confirmed that the new FPGA devices were already available and had shipped to communications and compute customers.
After the initial pop the shares cooled down to $71.80, up 3.7% from previous close.
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What Is The Market Telling Us
Lattice Semiconductor’s shares are very volatile and have had 26 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 3 days ago when the stock dropped 4.9% on the news that President Donald Trump threatened to impose 'massive' new tariffs on Chinese goods, a response to Beijing's decision to tighten export controls on rare earth metals. The escalating trade friction sent shockwaves through the market, with the PHLX Semiconductor Index (SOX) falling 4%. The move from China involves expanding restrictions on several rare earth elements, which are critical components for a wide range of high-tech products, including semiconductors. President Trump's retaliatory tariff threat intensified investor concerns about potential supply chain disruptions and increased costs for chipmakers. This geopolitical tension has created significant uncertainty, leading to a broad sell-off in the tech sector and pulling down major indexes like the S&P 500 and Nasdaq.
Lattice Semiconductor is up 28.3% since the beginning of the year, and at $71.80 per share, it is trading close to its 52-week high of $74.71 from September 2025. Investors who bought $1,000 worth of Lattice Semiconductor’s shares 5 years ago would now be looking at an investment worth $2,126.
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