As reported by Reuters this afternoon, shares of STI Next Wave portfolio holding Lattice Semiconductor (LSCC) jumped nearly 20% today after Tsinghua Unigroup, a China-based investment company, revealed that it has purchased a 6% stake in the company. That’s good news for LSCC, but bad news for STI Investments portfolio holdings Western Digital and Micron Technology which Tsinghua previously consider buying but passed on in favor of Lattice. We will evaluate this latest development to determine if a change in our recommendation on Lattice is in order and issue an alert accordingly if/when that occurs.