$INTC vs $LSCC: Scale Meets Specialization in the AI Semiconductor Rally Divergent scale and focus: INTC is a sprawling chipmaker and emerging foundry, while LSCC is a focused low-power FPGA specialist attacking the AI data-center buildout. Both stocks have rallied sharply: Intel has surged more than 200% over the past year, while Lattice is up roughly 64% year to date and recently joined the PHLX Semiconductor Sector Index. Growth is accelerating at both firms: Intel posted its strongest revenue growth in over 15 years in its latest quarter, while Lattice's revenue rose more than 60% year over year. Profitability tells a different story: Lattice is generating strong margins and free cash flow, whereas Intel remains loss-making on a GAAP basis despite improving momentum. Valuation risk is elevated in both cases: each stock trades well above sector averages, meaning expectations are high going forward.