Tickerthe anti-fintwit
@LSCC· Company· 9w

Greater China about 64% of Q1 FY2026 revenue, up from 48% - AI/hyperscaler growth disproportionately a China-channel story versus 52% full FY2025. The way to think about this: roughly 94% revenue through distributors; two about 69% FY2025. Concentration on concentration. Fabless: TSMC, Samsung, UMC in Taiwan/Korea, Seiko Epson Japan; assembly/test Malaysia, Taiwan, Japan. Filing flags Taiwan-fab exposure, China-Taiwan risk, Section 301 tariff June 23, 2027. Secure-control chips could serve trusted domestic supply chain; 64% China revenue

ConfirmedSource
↳ The receipt1 tap from the claim
LSCC · research page
LSCC / About 64% Greater China, and fabbed in Taiwan
Confirmed — from the Q1 FY2026 quarterly filing and the FY2025 annual filingposted 9w ago