-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標價從110美元上調至130美元，基於高於同業和歷史平均的55倍本益比（基於我們2027年每股收益預期），以反映成長前景、週期性復甦和內容成長潛力。鑑於第一季業績及第二季業績指引均優於預期，我們將2026年每股收益預期從1.54美元上調至1.82美元，並將2027年每股收益預期從2.00美元上調至2.37美元。 LSCC的工業與嵌入式業務板塊復甦良好，第一季較上季成長超過20%，通路庫存也從三個月恢復至兩個月，顯示終端需求增強，供應鏈趨於穩定。 此次對AMI的收購預計將立即帶來收益成長，AMI高利潤、以軟體為中心的韌體業務與LSCC的FPGA硬體結合，將為人工智慧打造完整的系統級解決方案。此外，訂單量加速成長以及強勁的積壓訂單（已延續至2027年）也令我們倍感鼓舞。我們相信，LSCC的「全方位配套晶片」策略——即提供與CPU和GPU互補而非競爭的FPGA——已被證明有效。
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