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北京时间·🕒 发布 01:15:00(美东 10-13 13:15)·⟳ 抓取 01:20:53回填·⚡ 决策 10-14 01:22:24·13.9 天前

Lattice联合AMI在OCP全球峰会发起SCMP开放标准工作组,AMD、Arm、Intel、ASPEED、微软等为创始成员

这是一次行业开放标准/联盟工作组的发起公告:规范Q4才启动、尚未成文,不含任何订单、客户采用、产品出货、金额或指引;开放、厂商中立的贡献模式不向任何单一成员分配可量化收益,对Lattice及所有创始成员均无近期业绩因果链,不构成正期望事件交易。

📄 原文LSCC↗ 原文
PDF Version SAN JOSE, Calif. --(BUSINESS WIRE)--Oct. 13, 2026-- Lattice Semiconductor (NASDAQ: LSCC), the low power pro…
不做 Lattice Semiconductor(LSCC.US)
开放标准工作组发起,无订单/收入/指引增量且厂商中立不具排他性,属生态软催化,对公司业绩无可量化因果,不构成事件交易edge
不做 信骅科技 ASPEED(5269.TW)
仅为SCMP创始贡献者之一,无定点或采购;BMC接口标准化缺乏短期业绩传导,催化本身无edge,不因BMC主题而映射做多
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Lattice与AMI在OCP峰会发起SCMP开放安全控制架构,AMD、Arm、Intel、ASPEED、微软等九家为创始成员,但仅为Q4启动的开放规范工作组,无订单/收入/指引增量且不具排他性,对任何成员均无短期业绩弹性,故不做。

🔎 新鲜度:最早出现 2026-10-13 · 扩散 low · price-in 风险 low ↗ ↗

关键理由

  • 开放标准工作组的发起属于生态与思想领导力事件,新闻稿本身声明'partner'不构成法律合作关系,且所有贡献按OCP许可对外开放,无法形成公司级收入或份额增量。

主要风险

  • 若后续大型云厂商宣布基于SCMP的大规模采购或某成员获设计定点,会改变判断;当前阶段无此类事实。

反向证据

  • 做多前查反向 · 来源 web · 影响 invalidates
    新闻稿仅为开放架构与工作组发起,无客户采用、定点或收入里程碑;规范2026 Q4才启动,需求与商业化均未验证
    检索:SCMP OCP workstream Lattice order design win revenue 原文 ↗

先例如何影响了这次决策

对本次决策的影响:确认应直接AVOID,不为任何创始成员设交易腿;无需再以涨幅定tp/sl

方向:无可对照先例;行业开放标准/联盟工作组发起类事件(如OCP/CXL/UCIe等联盟成立)通常不带来成员个股可测的短线收益,因无收入绑定

涨幅量级:无对齐先例,且事件本身无订单或金额,不具备校准涨幅的基础

形态:开放规范发布常被作为主题日新闻消化,缺乏持续买盘

工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 11 ms
    {"result": "search_processed_events:agent query=`lattice ami scmp secure control and management plane ocp workstream launch | lattice semiconductor aspeed amd arm intel nxp microsoft jabil scmp founders | ocp global summit 2026 s`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen

原文全文

展开原文 · 7,018 字
PDF Version
SAN JOSE, Calif.
--(BUSINESS WIRE)--Oct. 13, 2026--
Lattice Semiconductor
(NASDAQ: LSCC), the low power programmable and platform firmware leader, and AMI, a Lattice company, today announced SCMP (Secure Control and Management Plane), a new
Open Compute Project
workstream. Announced during a joint keynote at the 2026 OCP Global Summit, SCMP is an open, vendor-neutral architecture for secure control, boot, and management of data center infrastructure. It gives data center operators more confidence that complex AI systems will work as expected across vendors and platforms, with less integration risk and more freedom of choice. SCMP defines how a control authority establishes and maintains trust from silicon root of trust through rack and pod, building on existing OCP initiatives and industry standards.
“As AI infrastructure scales toward autonomous operation, the management and control plane becomes the foundation of trust. That foundation should be open and verifiable, and SCMP gives the industry a common architecture to achieve it, from silicon to rack to grid. We’re pleased to launch this work with OCP and our founding contributors, and we invite the industry to help define it.” — Ford Tamer, CEO,
Lattice Semiconductor
“Firmware sits at the center of every data center's control path, and AMI has seen firsthand where fragmentation limits security and interoperability. SCMP turns that experience into an open specification that any vendor can implement and any operator or auditor can verify. We are contributing alongside the other founding members, and look forward to working with the OCP community to make trusted management and control the golden standard for AI infrastructure.” —
Sanjoy Maity
, SVP, AMI, A
Lattice Company
“SCMP represents an important milestone in advancing open, trusted infrastructure management for next-generation AI data centers. It also complements OCP's 'Chip-to-Grid' Vision and the Mission by bringing the needed Open Firmware (BMC and FPGAs) designs integrated with Open Hardware! OCP welcomes this initiative from Lattice and AMI, and all the other founding companies contributing to the OCP's SCMP workstream. This reflects our shared commitment to open collaboration, interoperable standards, and a more secure foundation for AI-scale infrastructure and end-to-end computer continuum developments." —
George Tchaparian
, CEO,
Open Compute Project Foundation
Closing Gaps in Infrastructure Control
As outlined in the Lattice and AMI keynote presentation at OCP Global Summit 2026, several areas of infrastructure control remain unspecified or vendor-specific today, at a time when data center AI capital expenditure is projected to reach
$1.2 trillion
in 2027
i
. SCMP addresses key challenges to connecting them, including:
Accelerated Shift Left:
Boot-up above the device boundary is unspecified. SCMP defines the control authority and the bring-up sequence that govern how a rack is booted, verified, and supplied with firmware.
Increasing Complexity:
Control and telemetry interfaces vary by platform and ODM. SCMP standardizes the control authority interface and its delegation model, so compliant implementations are interchangeable.
Distributed Security:
Attestation terminates at the device boundary. SCMP specifies how component identities compose into a verifiable trust chain at the rack and pod tier, building on Caliptra™, DMTF SPDM, and OCP S.A.F.E.™
Future-Proofing Infrastructure:
Recovery from failed trusted boot, ownership transfer, and revocation are undefined across vendors. SCMP defines these procedures as open, verifiable interfaces, ensuring infrastructure can be secured, recovered, and re-provisioned across vendors and generations.
SCMP launches with AMD, AMI, Arm, ASPEED, Intel, Jabil, Lattice, Microsoft, and NXP as founders, each of whom bring core competencies and expertise to strengthen the workstream’s mission and success.
“AI infrastructure is increasingly being designed at the rack level, where compute, networking, security and management need to work together as a trusted system. Through SCMP, Arm is bringing our compute, security and platform expertise to the OCP community to help define an open, interoperable foundation for trusted AI infrastructure at scale.” —
Eddie Ramirez
, Vice President of Go-to-Market, Cloud AI, Arm
Join SCMP to Help Shape Open Infrastructure Control
Given the industry's need for an open, verifiable foundation for infrastructure control, OCP, whose community represents more than 400 member companies, has invited Lattice and AMI to lead the development of SCMP. The workstream launches in Q4 2026 with founding contributors across silicon, firmware, manufacturing, and operations, and is open to all OCP participants, including operators, silicon suppliers, ODMs, and system integrators. All contributions are made under the OCP contribution license. Interested organizations may contact Lattice or AMI, or visit
opencompute.org
.
Supporting Resources
For more information about the SCMP (Secure Control and Management Plane) OCP workstream, visit the
OCP Community
webpage
.
For more information about Lattice and AMI's participation at OCP Global Summit 2026, visit
OCP event webpage
.
For more information about the OCP Global Summit, visit OCP Global Summit
webpage
.
About Lattice Semiconductor
Lattice Semiconductor (NASDAQ: LSCC) is the low power programmable and platform firmware leader. We solve customer challenges from the Edge to the Cloud, in the growing Compute, Communications, Industrial, and Embedded markets. With the addition of AMI's industry-leading, silicon-neutral platform firmware and infrastructure manageability solutions, Lattice now delivers the industry's most complete secure management and control platform for cloud and AI data center infrastructure. Our technology, long-standing relationships, and commitment to world-class support let our customers quickly and easily unleash their innovation to create a smart, secure, and connected world. For more information about Lattice, please visit
www.latticesemi.com
and follow us via
LinkedIn
,
X
,
YouTube
,
Facebook
,
WeChat
, and
Weibo
.
Lattice Semiconductor Corporation, Lattice Semiconductor (& design), AMI, and specific product designations are either registered trademarks or trademarks of Lattice Semiconductor Corporation or its subsidiaries in the United States and/or other countries. The use of the word “partner” does not imply a legal partnership between Lattice and any other entity.
GENERAL NOTICE:
Other product names used in this publication are for identification purposes only and may be trademarks of their respective holders
i
Morgan Stanley, Sept 2026
View source version on businesswire.com:
https://www.businesswire.com/news/home/20261013466031/en/
MEDIA CONTACT:
Sophia Hong
Lattice Semiconductor
503-268-8786
Sophia.Hong@latticesemi.com
INVESTOR CONTACT:
Rick Muscha
Lattice Semiconductor
408-826-6000
Rick.Muscha@latticesemi.com
Source: Lattice Semiconductor

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