FPGA Stocks Surge by 1.9 Trillion Won in a Day Driven by AI and Security Demand

Lattice Semiconductor (LSCC), a U.S. FPGA company, saw its shares surge 6.13% on the Nasdaq on the 25th, closing at $152. The gain added about $1.36 billion to its market capitalization, which now stands at approximately $20.8 billion. In Korean-won terms, this represents a single-day increase of roughly KRW 1.9 trillion, bringing the company’s valuation to around KRW 2.9 trillion.

In its Q1 2026 earnings announced the previous day, Lattice delivered profits that surpassed market expectations, highlighting growing demand for data-center AI and system-security solutions as key growth drivers. Investor interest has been further fueled by Lattice’s recent agreement to acquire firmware vendor AMI for about $1.65 billion and its plans to expand its share-repurchase program, cementing its position as an “AI infrastructure and security” thematic stock.

Headquartered in Oregon, Lattice Semiconductor specializes in low-power FPGAs, focusing on compact, energy-efficient programmable chips used in industrial equipment, telecommunications, automotive, and consumer devices. By leveraging power-efficiency and cost-competitiveness advantages over larger rivals, the company has actively targeted the edge-AI, security, and embedded-vision markets, driving its growth.