HIGHOutside partyCustomer
84%
distributors
“10-K Item 1: 'sales to distributors accounted for approximately 84%, 89%, and 87%, respectively, of our net revenue.'”
LSCC · Concentration risk · 10-K extracted
Lattice Semiconductor Corporati (LSCC) concentration risks
Updated
The most significant concentration Lattice Semiconductor Corporati discloses is distributors at 84%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Lattice Semiconductor Corporati’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH2
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHBuilt-inGeographic
83%
foreign sales
“10-K Item 1: 'Revenue from foreign sales as a percentage of total revenue was 83% for fiscal 2025, and 82% for both fiscal 2024 and 2023.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile features two high-share exposures — one in the channel through which products are sold and one in the geography from which revenues are derived — and the two reinforce rather than offset one another. Distributors accounted for approximately 84% of net revenue in the most recent fiscal year, a high-share customer concentration with a dependency character. While no individual distributor is named, this share means the vast majority of revenue flows through intermediaries whose inventory management, pricing decisions, and stocking behavior directly influence the company's reported results. Distributor destocking cycles can amplify demand volatility beyond end-market trends. Separately, revenue from foreign sales represented 83% of total revenue in fiscal 2025 — a high-share geographic concentration that is structural in character, reflecting where the company's semiconductor customers and their assembly operations are located. This is a durable feature of the programmable logic device end-market geography rather than a specific country risk, but it introduces sensitivity to export controls, trade restrictions, and regional demand variability across Asia and Europe. Together these two concentrations compound: most revenues flow through distributors operating in international markets, meaning both the channel and the geography are simultaneously high-share. A demand slowdown in international markets would not only reduce end-customer orders but would also trigger distributor inventory corrections, amplifying the revenue impact. The primary variables to monitor are distributor inventory levels and trade policy developments affecting international semiconductor distribution.
For the engine’s reasoning on LSCC’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Semiconductors
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALAB | Astera Labs, Inc. | 3 | 0 | 0 | 3 |
| AVGO | Broadcom Inc. | 2 | 1 | 0 | 3 |
| ADI | Analog Devices, Inc. | 2 | 0 | 0 | 2 |
| LSCC● | Lattice Semiconductor Corporati | 2 | 0 | 0 | 2 |
| ALGM | Allegro MicroSystems, Inc. | 1 | 2 | 0 | 3 |
| AMD | Advanced Micro Devices, Inc. | 1 | 2 | 0 | 3 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.