Company Logo Opportunities in the chiplets market are driven by rising demand for high-performance computing, adoption of modular semiconductor designs, and expansion in AI and edge computing Chiplets Market Chiplets Market · GlobeNewswire Inc. Dublin, Jan. 28, 2026 (GLOBE NEWSWIRE) -- The "Chiplets Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global chiplets market...
Company Logo Opportunities in the chiplets market are driven by rising demand for high-performance computing, adoption of modular semiconductor designs, and expansion in AI and edge computing Chiplets Market Chiplets Market · GlobeNewswire Inc. Dublin, Jan. 28, 2026 (GLOBE NEWSWIRE) -- The "Chiplets Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global chiplets market is poised for substantial growth, expanding from $13.55 billion in 2025 to an impressive $168.57 billion by 2030, driven largely by a compound annual growth rate (CAGR) of 65.3%. This growth is fueled by increased demand for high-performance computing and the adoption of modular semiconductor design approaches. With the expansion of AI and edge computing workloads, there is a rising deployment of chiplet-based datacenter processors. Open chiplet standards, like UCIe, are drawing significant attention due to the cost-efficient multi-die integration solutions they offer, alongside a growing interest in semiconductor outsourcing and advanced packaging ecosystems. Industry trends reveal a rising demand for heterogeneous chiplet architectures and the adoption of standardized chiplet interconnect protocols. These are complemented by expansions in packaging technologies for chiplet integration and increased outsourcing, aimed at reducing time to market through modular designs. The electronic devices sector is a primary driver for the chiplets market's future growth. The Japan Electronics and Information Technology Industries Association recently reported consumer electronics production reached $2.17 trillion in May 2023, a significant increase from earlier figures. The proliferation of mobile connections in the UK reflects this growing demand, as smartphone ownership is projected to cover 95% of the UK population by 2025. Key market players are innovating with technologies such as 5G to maintain their competitive edge. Intel's introduction of the 4th Gen Intel Xeon Scalable proce...
Lam Research (LRCX) became a Zacks #1 Rank again ahead of its earnings report Wednesday afternoon. As with many semiconductor companies, from chip designers like NVIDIA (NVDA) and Advanced Micro Devices (AMD) to the foundries like Taiwan Semi (TSM) and Intel (INTC), the bull case for wafer fabrication equipment (WFE) companies like Lam Research has shifted from a cyclical recovery to a structural ...
Lam Research (LRCX) became a Zacks #1 Rank again ahead of its earnings report Wednesday afternoon. As with many semiconductor companies, from chip designers like NVIDIA (NVDA) and Advanced Micro Devices (AMD) to the foundries like Taiwan Semi (TSM) and Intel (INTC), the bull case for wafer fabrication equipment (WFE) companies like Lam Research has shifted from a cyclical recovery to a structural "content gain" play. And it didn't hurt that two weeks ago TSMC revealed expanded capex plans for their "fabs" in Arizona and Taiwan and Micron (MU) broke ground on a $100 billion leading-edge memory manufacturing complex in Onondaga County, New York, which will include up to four fabs capable of producing advanced memory to support the rising demand for artificial intelligence systems and devices. Since then, there have been a flurry of investment bank analyst actions, including raising EPS estimates and price targets... It looks like most of these analysts were stuck in their Sep quarter narratives -- before the Micron and Sandisk (SNDK) DRAM and NAND flash memory/storage explosion -- with average targets below $200! BofA to $245 Stifel to $250 Wells to $250 Needham to $250 UBS to $255 Deutsche to $260 RBC initiates with $260 Citi to $265 The 2026 "Etch Intensity" Supercycle While the lithography laser light show of ASML (ASML) often grabs the WFE headlines, the transition to Gate-All-Around (GAA) transistors and HBM4 (High Bandwidth Memory) is where Lam’s etch and deposition dominance becomes the primary bottleneck solver. Lam Research’s Systems segment revenues are likely to have registered strong growth in their Q2 of FY'26 (ends June), mainly driven by the strength of its foundry business which continues to benefit from rising investments in advanced chip manufacturing, especially for AI and HPC applications. The company’s strong position in etch and deposition tools, which are critical for smaller and more complex transistor designs, has made it a key supplier to maj...
Miguel Aguayo/iStock via Getty Images Investment Thesis 2025 correctly echoed the strong bullishness in Advanced Micro Devices (NASDAQ: AMD ). I had been vociferously advocating for it over the past 18 months. AMD was initially caught flat-footed in the AI arms race to deploy GPUs for rapidly proliferating AI & HPC workloads. But in typical dark-horse fashion that AMD is now accustomed to, the com...
Miguel Aguayo/iStock via Getty Images Investment Thesis 2025 correctly echoed the strong bullishness in Advanced Micro Devices (NASDAQ: AMD ). I had been vociferously advocating for it over the past 18 months. AMD was initially caught flat-footed in the AI arms race to deploy GPUs for rapidly proliferating AI & HPC workloads. But in typical dark-horse fashion that AMD is now accustomed to, the company seems to have gotten its GPU strategy locked in, winning a growing number of GPU deployments in AI data centers. And I strongly believe the company’s strategy to win more chip deployments in the data center will break more glass ceilings this year. That’s because AMD’s MI450x GPUs, made for rack-scale deployments, finally start shipping in H2 this year, with a third major hyperscaler reportedly set on deploying AMD’s MI455 GPUs. I also believe AMD’s EPYC line of CPUs might surprise every investor on the upside, with strong CPU shipments expected. The combination of the MI455 GPU & EPYC CPUs is potent enough for AMD to continue its acceleration through CY26, leading me to reiterate my strong bullishness on AMD’s shares. AMD Sailing In Twin Tailwind Mode This Year Most of my prior research about AMD was focused on addressing the skepticism in AMD’s DC (data center) business accelerating towards the 50-60% growth rates that its larger peers, Nvidia ( NVDA ) and Broadcom ( AVGO ), have committed to. AMD has come a long way since initially stumbling on their GPU ambitions in the DC buildout by working with industry analysts and executing on a sharp GPU strategy that positioned AMD’s GPUs very well for the inference boom that the industry is currently in the early innings of. In a recent post about Sandisk ( SNDK ) I explain in detail as to why I believe the inference boom is playing out and how expanding context windows in AI models has been fueling the need for more memory. This is one of the core macro technology transitions in the GPU end market for DCs that AMD got righ...
Miguel Aguayo/iStock via Getty Images Investment Thesis 2025 correctly echoed the strong bullishness in Advanced Micro Devices (NASDAQ: AMD ). I had been vociferously advocating for it over the past 18 months. AMD was initially caught flat-footed in the AI arms race to deploy GPUs for rapidly proliferating AI & HPC workloads. But in typical dark-horse fashion that AMD is now accustomed to, the com...
Miguel Aguayo/iStock via Getty Images Investment Thesis 2025 correctly echoed the strong bullishness in Advanced Micro Devices (NASDAQ: AMD ). I had been vociferously advocating for it over the past 18 months. AMD was initially caught flat-footed in the AI arms race to deploy GPUs for rapidly proliferating AI & HPC workloads. But in typical dark-horse fashion that AMD is now accustomed to, the company seems to have gotten its GPU strategy locked in, winning a growing number of GPU deployments in AI data centers. And I strongly believe the company’s strategy to win more chip deployments in the data center will break more glass ceilings this year. That’s because AMD’s MI450x GPUs, made for rack-scale deployments, finally start shipping in H2 this year, with a third major hyperscaler reportedly set on deploying AMD’s MI455 GPUs. I also believe AMD’s EPYC line of CPUs might surprise every investor on the upside, with strong CPU shipments expected. The combination of the MI455 GPU & EPYC CPUs is potent enough for AMD to continue its acceleration through CY26, leading me to reiterate my strong bullishness on AMD’s shares. AMD Sailing In Twin Tailwind Mode This Year Most of my prior research about AMD was focused on addressing the skepticism in AMD’s DC (data center) business accelerating towards the 50-60% growth rates that its larger peers, Nvidia ( NVDA ) and Broadcom ( AVGO ), have committed to. AMD has come a long way since initially stumbling on their GPU ambitions in the DC buildout by working with industry analysts and executing on a sharp GPU strategy that positioned AMD’s GPUs very well for the inference boom that the industry is currently in the early innings of. In a recent post about Sandisk ( SNDK ) I explain in detail as to why I believe the inference boom is playing out and how expanding context windows in AI models has been fueling the need for more memory. This is one of the core macro technology transitions in the GPU end market for DCs that AMD got righ...
Patience and consistency go a long way when building wealth. Investors new to the stock market might think that the path to wealth is picking single companies that can be tomorrow's winners. This isn't true. There are passive investment vehicles, such as some exchange-traded funds (ETFs), that can provide certain kinds of exposure in your portfolio. And there's one unstoppable ETF that made its in...
Patience and consistency go a long way when building wealth. Investors new to the stock market might think that the path to wealth is picking single companies that can be tomorrow's winners. This isn't true. There are passive investment vehicles, such as some exchange-traded funds (ETFs), that can provide certain kinds of exposure in your portfolio. And there's one unstoppable ETF that made its investors millionaires in the past decade. You just had to put $3,700 to work each month to join the seven-figure club. Buying an S&P 500 ETF has worked out well Since late January 2016, the Vanguard S&P 500 ETF (VOO +0.41%) has generated a total return of 336%. That works out to just under 14% annually, significantly above its historical average of 10% per year. If you had bought $10,000 worth of this ETF 10 years ago, you'd have more than $43,610 today. Gaining exposure to the S&P 500 has been a smart move, as investors are essentially betting on the American economy to continue succeeding in the future. Investors who adopted a dollar-cost average (DCA) strategy figured out a way to seriously boost their gains. If you purchased $3,700 of the Vanguard S&P 500 ETF every month from January 2016 through December 2025, equating to a total of 120 allocations, you'd have a cool $1 million. The beauty of the DCA approach is that investors eliminate the need to correctly time the market. Instead, they just buy at recurring intervals, regardless of whether the market is ripping higher or if it's in a bear market. By doing this, investors develop a consistent habit of putting money to work in the stock market, which has clearly proven that it can create substantial wealth over time. Expand NYSEMKT : VOO Vanguard S&P 500 ETF Today's Change ( 0.41 %) $ 2.61 Current Price $ 639.70 Key Data Points Day's Range $ 637.87 - $ 640.60 52wk Range $ 442.80 - $ 640.60 Volume 11K Looking at the past and the future The Vanguard S&P 500 ETF registered above-average returns in the last 10 years due to...
She described her sons, aged six, eight and nine, as full of personality and urged families to "make sure that you hold your kids tight, always tell them that you love them".
She described her sons, aged six, eight and nine, as full of personality and urged families to "make sure that you hold your kids tight, always tell them that you love them".
Elon Musk’s SpaceX is considering a flotation valuing the rocket company at $1.5tn (£1.1tn) that will reportedly be timed for early summer to coincide with a planetary alignment and the multibillionaire’s birthday. The world’s richest person is targeting a symbolic date of mid-June for the initial public offering, according to the Financial Times. This would be around the same time as Jupiter and ...
Elon Musk’s SpaceX is considering a flotation valuing the rocket company at $1.5tn (£1.1tn) that will reportedly be timed for early summer to coincide with a planetary alignment and the multibillionaire’s birthday. The world’s richest person is targeting a symbolic date of mid-June for the initial public offering, according to the Financial Times. This would be around the same time as Jupiter and Venus appear in close proximity to each other and shortly before Musk turns 55 on 28 June. The FT also reported that SpaceX is seeking to raise $50bn – valuing the rocket company at $1.5tn – compared with previous reports that it was looking for $25bn at an $800bn valuation. Last week, it was reported that rocket company was considering Bank of America, JP Morgan, Goldman Sachs and Morgan Stanley for leading roles in the share sale. View image in fullscreen Elon Musk’s $680bn fortune would be turbo-boosted by a SpaceX flotation. Photograph: Gian Ehrenzeller/EPA Musk, whose $680bn fortune would be turbo-boosted by a SpaceX flotation, said last year the company’s annual revenue would be $15.5bn, with $1.1bn of that coming from contracts with Nasa. The billionaire owns about 42% of SpaceX, as well as nearly 17% of the electric carmaker Tesla, where he is chief executive. He also owns more than three-quarters of the social media platform X. SpaceX generates revenues from deploying reusable rockets for missions such as launching satellites and restocking the International Space Station. It also operates the Starlink satellite high-speed internet service. If the flotation goes ahead it would involve a bigger initial fundraising than the IPO of the oil company Saudi Aramco, which raised $29bn in 2019, although for a larger total valuation of $1.7tn. The chief financial officer of SpaceX, Bret Johnsen, has held talks and video conference calls with existing private investors since December to explore a mid-2026 IPO, the FT added. Musk has reportedly become swayed by the idea of a S...
Two federal officers fired their weapons during the fatal weekend shooting of nurse Alex Pretti in Minneapolis, according to a Department of Homeland Security (DHS) report to Congress published on Tuesday by US media. The shooting sparked bipartisan condemnation and fresh protests in Minneapolis, and US President Donald Trump on Tuesday called for an “honourable and honest investigation” into the ...
Two federal officers fired their weapons during the fatal weekend shooting of nurse Alex Pretti in Minneapolis, according to a Department of Homeland Security (DHS) report to Congress published on Tuesday by US media. The shooting sparked bipartisan condemnation and fresh protests in Minneapolis, and US President Donald Trump on Tuesday called for an “honourable and honest investigation” into the matter. He also suggested he would “de-escalate a little bit” the administration’s immigration crackdown in the city. Advertisement The initial report said a US Border Patrol officer yelled, “He’s got a gun” multiple times as agents struggled with Pretti on an icy Minneapolis street, moments before two agents opened fire. “Approximately five seconds later, a [Border Patrol agent] discharged his CBP-issued Glock 19 and a [Customs and Border Protection officer] also discharged his CBP-issued Glock 47 at Pretti,” the report said. A rosary hangs on a framed photo of Alex Pretti at a January 25 memorial near where he was fatally shot by federal immigration agents the day before. Photo: TNS The report does not say whether bullets from both officers hit Pretti, and does not specify how many shots were fired.
Bensler LLC decreased its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 27.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,133 shares of the electric vehicle producer's stock after selling 2,654 shares during the quarter. Bensler LLC's holdings in Tesla were worth $3,172,000 at the end of the most recent quarter. Several o...
Bensler LLC decreased its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 27.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,133 shares of the electric vehicle producer's stock after selling 2,654 shares during the quarter. Bensler LLC's holdings in Tesla were worth $3,172,000 at the end of the most recent quarter. Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Chapman Financial Group LLC bought a new stake in Tesla during the second quarter valued at approximately $26,000. LGT Financial Advisors LLC purchased a new position in shares of Tesla during the 2nd quarter worth $29,000. Manning & Napier Advisors LLC bought a new stake in shares of Tesla during the 3rd quarter valued at $29,000. CoreFirst Bank & Trust purchased a new stake in shares of Tesla in the 2nd quarter worth $30,000. Finally, ESL Trust Services LLC raised its holdings in Tesla by 1,900.0% in the 2nd quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock worth $32,000 after purchasing an additional 95 shares during the period. Hedge funds and other institutional investors own 66.20% of the company's stock. Get Tesla alerts: Sign Up Insider Transactions at Tesla In related news, Director James R. Murdoch sold 60,000 shares of the business's stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $445.40, for a total value of $26,724,000.00. Following the sale, the director directly owned 577,031 shares in the company, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Kimbal Musk sold 56,820 shares of the stock in a transaction that occurred on Tuesday, December 9th. The shares wer...