Documents detailing technical aspects of what's thought to be its next-gen Zen 6 CPUs have been posted on AMD's website. The most significant covers AMD's adoption of Intel's so-called 'FRED' interrupt handling. It's a change that implies that Zen 6 could be a major architectural overhaul as opposed to a relatively minor revision. FRED stands for Flexible Return and Event Delivery. At least, that'...
Documents detailing technical aspects of what's thought to be its next-gen Zen 6 CPUs have been posted on AMD's website. The most significant covers AMD's adoption of Intel's so-called 'FRED' interrupt handling. It's a change that implies that Zen 6 could be a major architectural overhaul as opposed to a relatively minor revision. FRED stands for Flexible Return and Event Delivery. At least, that's what it stands for now. No lesser an authority than Linux creator Linus Torvalds has something to say about that, more on which in a moment. It's a replacement for the decades-old IDT or Interrupt Descriptor Table that dates way back to the Intel 286 processor circa 1982. Both FRED and IDT are instructions for how to handle system events, such as a mouse input or the arrival of a network data packet, also known as interrupts. The technicalities are complicated. But to aggressively simplify the subject, with IDT, the smooth handling of these system events requires software developers to manually manage interrupts over several steps to minimise the risk of multiple interrupts conflicting with each other. FRED ditches IDT's multiple manually-implemented instructions in favour of a single, optimised operation. The upshot should be fewer CPU cycles spent on event handling and potentially more performance. Of course, the fact that FRED is an Intel technology ratified by the x86 Ecosystem Advisory Board and being adopted by AMD implies that the latter's CPUs won't be the only ones to enjoy any performance gains. That's probably true. As it happens, Intel's new Panther Lake chip is its first CPU to support FRED. Panther Lake is certainly a very nice mobile CPU. But it doesn't bring really dramatic per-core CPU performance gains, albeit any uplift from FRED may not automatically be present in legacy software. In other words, the benefits of FRED may not be visible benchmarking existing software as opposed to code compiled explicitly to support FRED. The biggest gaming news, review...
Monty Rakusen Baird Equity Research on Wednesday downgraded TransDigm Group Inc. ( TDG ) to Neutral from a previous investment rating of Outperform, arguing that a shift in business mix toward lower-margin original equipment manufacturer volumes and elevated leverage could cap profit expansion over the next year. In a research note dated Feb. 4, analyst Peter Arment cut the price target for TransD...
Monty Rakusen Baird Equity Research on Wednesday downgraded TransDigm Group Inc. ( TDG ) to Neutral from a previous investment rating of Outperform, arguing that a shift in business mix toward lower-margin original equipment manufacturer volumes and elevated leverage could cap profit expansion over the next year. In a research note dated Feb. 4, analyst Peter Arment cut the price target for TransDigm’s ( TDG ) stock to $1,400 from $1,650, reflecting expectations that margins have reached a near-term peak. While TransDigm ( TDG ) continues to generate industry-leading profitability driven by its sole-source aftermarket model, Baird said faster growth in OEM volumes relative to aftermarket sales is likely to weigh on margins in fiscal 2026. Baird noted that aftermarket activity still provides the majority of earnings, accounting for more than 75% of earnings before interest, taxes, depreciation and amortization, but growth in that segment has normalized following the post-pandemic rebound. At the same time, OEM revenue is expanding at roughly twice the pace of aftermarket sales, increasing exposure to lower-margin production programs at Boeing and Airbus. The analysts also highlighted balance-sheet constraints. Net leverage is expected to exceed 6 times ebitda once three pending acquisitions close, limiting TransDigm’s ( TDG ) flexibility for additional dealmaking in the near term. Baird said the higher leverage profile reduces optionality at a time when margin expansion opportunities appear limited. Despite the downgrade, Baird raised its fiscal 2026 earnings outlook modestly following updated company guidance. The firm said TransDigm ( TDG ) lifted its revenue and adjusted ebitda outlook, with margins still expected to remain above 50%, though down about 150 basis points year over year. Adjusted earnings per share growth is projected to be flat to modestly higher in fiscal 2026. Baird said it continues to view TransDigm’s ( TDG ) long-term business model as highly a...
We are selling 50 shares of Home Depot at roughly $390 and 20 shares of Honeywell at $236. Following the trades, Jim Cramer's Charitable Trust will own 330 shares of HD, decreasing its weighting to about 3.25% from about 3.75%, and 390 shares of HON, decreasing its weighting to about 2.35% from about 2.45%. We're raising some extra cash by trimming two Dow Jones Industrial Average stocks that have...
We are selling 50 shares of Home Depot at roughly $390 and 20 shares of Honeywell at $236. Following the trades, Jim Cramer's Charitable Trust will own 330 shares of HD, decreasing its weighting to about 3.25% from about 3.75%, and 390 shares of HON, decreasing its weighting to about 2.35% from about 2.45%. We're raising some extra cash by trimming two Dow Jones Industrial Average stocks that have significantly outperformed the broader market this year. Home Depot and Honeywell stocks struggled in 2025, but our patience paid off with double-digit percentage gains to start 2026. Existing home sales are the primary driver of Home Depot's business, but this market has been stuck at multidecade lows because many homeowners don't want to give up their low single-digit mortgage rates. That's why the company's same-store-sales growth has been muted, limiting Home Depot's earnings growth. But the home improvement retailer has finally benefited from optimism that the Trump Administration will make home buying more affordable and revive the housing market through various programs, such as directing Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds to push down rates. Home Depot could rally more if the 30-year mortgage rate falls below 6% and stays there, but a setback in this momentum could cause HD shares to pull back, too. With shares up 14% since we last added to our position in November, when the stock was down 4% as investors overreacted to its earnings report , we're trimming our position and downgrading our rating to a 2. As for Honeywell, we're locking in gains for the second time this year. When the stock rose by more than 4% last Thursday in response to its strong quarterly results , Jim said he wouldn't sell any shares, expecting the planned aerospace separation in the third quarter of this year to unlock additional value. We continue to believe this, and the rise to new all-time highs in Honeywell and DuPont since their splits in late 2025 is a vali...
Jupiter, without a doubt, is the biggest planet in our solar system. But it turns out that it is not quite as large – by ever so small an amount – as scientists had previously thought. Using new data obtained by Nasa’s robotic Juno spacecraft, scientists have obtained the most precise measurements to date of Jupiter’s size and shape. This is important information to gain a fuller understanding of...
Jupiter, without a doubt, is the biggest planet in our solar system. But it turns out that it is not quite as large – by ever so small an amount – as scientists had previously thought. Using new data obtained by Nasa’s robotic Juno spacecraft, scientists have obtained the most precise measurements to date of Jupiter’s size and shape. This is important information to gain a fuller understanding of this gas giant, including studying its complex interior structure. The Juno observations showed that Jupiter has an equatorial diameter of 142,976 km (88,841 miles), which is about 8km (five miles) smaller than previous measurements had indicated. Advertisement The observations also showed that Jupiter’s diameter from north pole to south pole is 133,684 km (83,067 miles), about 24km (15 miles) smaller than previously estimated. The planet, like our own, is not a perfect sphere, but rather a bit flattened – and, based on the new data, slightly more so than previously known. Jupiter is about 7 per cent larger at the equator than at the poles. For comparison, Earth’s equator is only 0.33 per cent larger than its diameter at the poles. An illustration depicts the Juno spacecraft in orbit above Jupiter’s Great Red Spot. Image: Nasa/JPL-Caltech via Reuters The previous measurements of Jupiter were based on data gathered by Nasa’s Voyager and Pioneer robotic spacecraft in the late 1970s.
Talks on how to address mounting financial pressures at Raízen SA have intensified in the last few days as investors dump its bonds on growing concern that its two main shareholders, Cosan SA and Shell Plc , won’t cover an almost $4 billion shortfall. In meetings this week, Raizen and advisers talked through potential scenarios including a debt haircut in a restructuring, according to people famil...
Talks on how to address mounting financial pressures at Raízen SA have intensified in the last few days as investors dump its bonds on growing concern that its two main shareholders, Cosan SA and Shell Plc , won’t cover an almost $4 billion shortfall. In meetings this week, Raizen and advisers talked through potential scenarios including a debt haircut in a restructuring, according to people familiar with the matter. A carve-out of part of the business, an equity offering and a capital injection were also debated, the people said, asking not to be named because the talks are private. Discussions are in initial stages and no decision was made, they added. Raízen has been struggling to cope with high interest rates, weaker-than-expected harvests, and a series of ambitious bets — from second-generation ethanol to sustainable aviation fuel — that have yet to deliver significant returns. It needs a capital injection of 20 billion reais to 25 billion reais ($3.8 billion to $4.8 billion), UBS BB Investment Bank said late last year. Talks between the two conglomerates have dragged for months without a solution, deepening the company’s woes. Read More: Growing Debt and Management Changes Shake Brazil’s Raízen The latest blow came this week, after Cosan said it was redeeming bonds that had explicit cross-default clauses with Raízen. Investors saw it as a sign the conglomerate will be less likely to support the sugar and ethanol producer, and dumped the bonds. Dollar notes slumped across the curve, with debt due in 2032 falling more than six cents over the past two sessions. Shell has refrained from injecting additional capital on its own because doing so would raise its stake in Raízen above 50%, requiring it to consolidate the company’s debt into its own balance sheet. Cosan, meanwhile, is still trying to reorganize after the acquisition of Vale SA’s shares brought losses . Proceeds from a capital increase, in which BTG Pactual Holding became a shareholder, will not be used ...
Earnings Call Insights: Silicon Motion Technology Corporation (SIMO) Q4 2025 Management View Chia-Chang Kou, President and CEO, highlighted that "we delivered another excellent performance in the fourth quarter, exceeding our revenue and near the high end of operating margin guidance and positioning us for a record-breaking year in 2026." He emphasized strong demand across all markets, ongoing mar...
Earnings Call Insights: Silicon Motion Technology Corporation (SIMO) Q4 2025 Management View Chia-Chang Kou, President and CEO, highlighted that "we delivered another excellent performance in the fourth quarter, exceeding our revenue and near the high end of operating margin guidance and positioning us for a record-breaking year in 2026." He emphasized strong demand across all markets, ongoing market share gains, and the introduction of new controllers and solutions. The company remains focused on "delivering long-term growth, while investing heavily in next-generation products, increasing our engineering resources to support new product end markets and further positioning Silicon Motion for long-term market share expansion." Kou addressed industry supply challenges, noting, "2026 memory and storage industry dynamics are challenging given the supply tightness of NAND and DRAM and rapidly increasing prices of these components," but expressed confidence in the company's "resilient operation strategy and our unmatched NAND maker relationship." The CEO announced launches and expansion across eMMC, UFS, PCIe client SSD, and MonTitan enterprise SSD controllers, as well as the Ferri automotive portfolio. He stated, "we expect to deliver broad-based growth and to deliver the highest annual revenue in the history of the company in 2026 as we capitalize on multiple new products and execute on our continuing diversification strategy." Jason Tsai, Chief Financial Officer, reported, "sales increased 15% sequentially and over 45% year-on-year to $278.5 million, coming in well above the high end of our guided range and surpassing our $1 billion target run rate set at the start of the year as we experienced continued strength in mobile demand and strong growth in our PCIe 5 client SSD business." Tsai added, "Gross margins was at the higher end of our guidance range and increased again in the quarter to 49.2% as we capitalized on new product introductions and benefited from mix shif...
Earnings Call Insights: Champion Homes, Inc. (SKY) Q3 2026 Management View Tim Larson, CEO, welcomed new CFO Dave McKinstray, highlighting his experience "delivering results in complex environments and driving growth and execution of operational initiatives across consumer products and manufacturing businesses." Larson also acknowledged Laurie Hough for her two decades of service as CFO and noted ...
Earnings Call Insights: Champion Homes, Inc. (SKY) Q3 2026 Management View Tim Larson, CEO, welcomed new CFO Dave McKinstray, highlighting his experience "delivering results in complex environments and driving growth and execution of operational initiatives across consumer products and manufacturing businesses." Larson also acknowledged Laurie Hough for her two decades of service as CFO and noted Tawn Kelley as the newly elected Chair of the Board of Directors. Larson emphasized the company's strategic focus on increasing awareness and demand for its brands, announcing "our Skyline Homes brand was named America's most trusted manufactured homebuilder by Lifestory Research" for the sixth consecutive year, with the top three brands in the industry study belonging to Champion Homes. Larson reported the launch of new home plans at varying price points, referencing the Emerald Sky home, a "1,600 square foot, 3-bedroom, 2-bath home at a consumer retail price of approximately $185,000," well below the U.S. new home ASP. He discussed legislative updates, including the Affordable HOMES Act, and noted ongoing bipartisan support for laws expanding offsite-built homes. Larson described direct engagement with HUD leadership, stating, "These efforts demonstrate HUD's commitment to helping to provide affordable housing Americans and we look forward to continuing to spend time with them." The company reported that third quarter performance was "in line with our expectations as we navigate a challenging macro in the consumer environment," with sales supported by higher ASPs, a shift to more multi-section homes, and contributions from the Iseman transaction. Manufacturing backlogs decreased 15% sequentially to $266 million, with average backlog lead time down to 7 weeks from 8 weeks in the prior quarter. CFO Dave McKinstray stated, "I'm energized to contribute to our next chapter. In my first few weeks, I've been impressed by the team and by the opportunities ahead of us." Outgoing C...
Earnings Call Insights: Natural Health Trends Corp. (NHTC) Q4 2025 Management View Chris Sharng, President, stated that "in the fourth quarter, we delivered a 3% sequential increase in revenue over the preceding third quarter," highlighting a "more balanced" full year performance and noting "glimpses of stability and rebound starting in April." He pointed to increased reorders in the largest marke...
Earnings Call Insights: Natural Health Trends Corp. (NHTC) Q4 2025 Management View Chris Sharng, President, stated that "in the fourth quarter, we delivered a 3% sequential increase in revenue over the preceding third quarter," highlighting a "more balanced" full year performance and noting "glimpses of stability and rebound starting in April." He pointed to increased reorders in the largest market and a 10% rise in sales of curated product bundles for the full year, reflecting "continued member engagement and ongoing demand for our core products." Growth was also observed in Taiwan and Peru, with Japan and Colombia experiencing strong increases throughout the year. Sharng explained that restructuring initiatives announced last quarter are now "substantially complete," including relocating about 40% of product sourcing from America to East Asia, expected to reduce tariff uncertainty and streamline logistics while optimizing the workforce and downsizing several offices. "We expect to realize a significant portion of the associated $1.5 million annualized cost savings during 2026." Sharng announced a major 25th anniversary celebration in Hong Kong, expecting 1,500 attendees and signature product launches, indicating these programs are anticipated as a "catalyst for renewed momentum across our products and our business." Timothy Davidson, Senior VP and CFO, reported, "Fourth quarter revenue of $9.7 million increased 3% compared to $9.5 million in the third quarter of 2025 and declined 10% compared to $10.8 million in the fourth quarter of last year." He noted that revenue in the primary market of Greater China increased 2% sequentially and highlighted improvements in Taiwan and Peru. Davidson stated, "Gross profit margin was 73.9% in the fourth quarter compared with 74.2% in the fourth quarter of last year due to the write-off of components inventory related to discontinued products and products whose manufacturing has transitioned outside the United States." Outlook D...
Despite a brutal selloff in software stocks ( IGV ), investors shouldn’t panic about capital fleeing equities, according to Keith Lerner, chief investment officer at Truist Wealth. “The money is not leaving the market. It’s just rotating,” Lerner said in an interview with CNBC, pointing to strength in sectors like energy ( XLE ), materials ( XLB ), and industrials ( XLI ) as tech names struggle. T...
Despite a brutal selloff in software stocks ( IGV ), investors shouldn’t panic about capital fleeing equities, according to Keith Lerner, chief investment officer at Truist Wealth. “The money is not leaving the market. It’s just rotating,” Lerner said in an interview with CNBC, pointing to strength in sectors like energy ( XLE ), materials ( XLB ), and industrials ( XLI ) as tech names struggle. The software sector ( IGPT ), ( XSW ), ( IGV ) has been particularly hard hit, with the S&P 1,500 software index underperforming the S&P 500 ( SP500 ) by roughly 27% over the past three months. Lerner noted that investors have to go back to 2000 to find a comparable period of underperformance. The culprit, he explained, is the AI narrative and fears that the technology could disrupt traditional software business models in ways that are difficult to disprove. Importantly, this downturn reflects investor sentiment rather than deteriorating fundamentals. Lerner emphasized that software earnings trends are still moving up and that what the market is experiencing is a “rerating” driven by fear about the future. As evidence, he pointed out that the software index ( IGV ) traded at a 60% premium to the overall market in August but now sits at parity. “It’s the concerns about where those earnings may be going over the next several years,” he said. The rotation is benefiting pro-cyclical areas of the market, with transports ( IYT ), ( XTN ), ( FTXR ), banks ( KBE ), ( KRE ), and industrials ( IYJ ), ( VIS ), ( EXI ) outperforming. The equal-weight S&P 500 ( RSP ) is up 4%, while small caps ( IWM ) have posted even stronger gains, compared to just a 1% rise in the headline index. Lerner said this underlying strength, validated by recent ISM data, signals that an economic uptick is still underway. While Lerner acknowledged that the “rubber band is getting very stressed” in software names and that a mean reversion bounce is likely, he cautioned that any rally would probably be sold into...
NFL: ICE Will Not Be Present At Super Bowl Authored by Jill McLaughlin via The Epoch Times, Federal immigration officers will not make an appearance at the Super Bowl this year, NFL Chief Security Officer Cathy Lanier announced at a news conference on Feb. 2. “There are no planned ICE [Immigration and Customs Enforcement] or immigration enforcement operations that are scheduled around the Super Bo...
NFL: ICE Will Not Be Present At Super Bowl Authored by Jill McLaughlin via The Epoch Times, Federal immigration officers will not make an appearance at the Super Bowl this year, NFL Chief Security Officer Cathy Lanier announced at a news conference on Feb. 2. “There are no planned ICE [Immigration and Customs Enforcement] or immigration enforcement operations that are scheduled around the Super Bowl or any Super Bowl-related events,” Lanier said during the briefing. The Seattle Seahawks will face the New England Patriots in Super Bowl LX on Feb. 8 at Levi’s Stadium in Santa Clara, California, about 45 miles south of San Francisco. The NFL’s announcement differed from an earlier statement made by Homeland Security Secretary Kristi Noem in October 2025, after Super Bowl officials announced that outspoken anti-ICE performer Bad Bunny had been selected as this year’s halftime headliner. Noem told conservative commentator Benny Johnson on his podcast that ICE officers would be present at the event and “all over that place.” President Donald Trump has previously criticized the artists selected to headline the Super Bowl halftime show, noting that both Bad Bunny and Green Day have been outspoken critics of him. “I’m anti-them. I think it’s a terrible choice. All it does is sow hatred. Terrible,” Trump told the New York Post. NFL commissioner Roger Goodell has voiced support for Bad Bunny, who won the Latin Grammy award for Album of the Year on Feb. 1. “We’re confident it’s going to be a great show,” Goodell said. “He understands the platform that he’s on, and I think it’s going to be exciting and a united moment.” Bad Bunny arrives at the 68th annual Grammy Awards in Los Angeles on Feb. 1, 2026. Jordan Strauss/Invision/AP San Francisco Mayor Daniel Lurie said his priority would be public safety as the city welcomes people from around the world during the Super Bowl. “Our city teams have been preparing for months,” Lurie posted on Feb. 2 on X. About 1.3 million visitors are...
Celestica, Inc. CLS recorded strong fourth-quarter 2025 results with adjusted earnings and revenues beating the respective Zacks Consensus Estimate. Top-line expansion year over year is backed by strong growth in the Connectivity & Cloud Solutions (CCS) segment. Management’s emphasis on innovation, product diversification and AI advancements was a key growth driver. CLS Rides on Strength in CCS Se...
Celestica, Inc. CLS recorded strong fourth-quarter 2025 results with adjusted earnings and revenues beating the respective Zacks Consensus Estimate. Top-line expansion year over year is backed by strong growth in the Connectivity & Cloud Solutions (CCS) segment. Management’s emphasis on innovation, product diversification and AI advancements was a key growth driver. CLS Rides on Strength in CCS Segment and Robust Liquidity Celestica is benefiting from healthy traction in the CCS segment, backed by robust demand in the Communication and Enterprise businesses. Resilient demand for 400G switches and 800G network switch adoption is driving growth in the Communications end market. Ramping of a next-generation AI/ML compute program with a large hyperscaler customer is driving growth in the Enterprise business. Revenues from the Enterprise business were up by 33% year over year, while the communications end market generated 79% year over year growth in net sales. Total revenues in the Connectivity & Cloud Solutions (CCS) segment improved 64% year over year to $2.86 billion. The company is closely working with Google on the development of complex data center hardware and systems. It is the preferred manufacturing partner for Google’s Tensor Processing Unit (TPU). The company is steadily expanding its capacity and capabilities in the United States and globally to support growing adoption of Google’s custom silicon TPU systems. In the fourth quarter of 2025, Celestica generated $250.6 million in cash from operations compared with $143.4 million in the year-ago quarter. Free cash flow was $155.9 million, up 62.7% year over year. This accentuates efficient capital management and implies that the company is well-positioned to invest in growth initiatives, as well as pay debt and dividends. The company’s inventory balance was $2.19 billion, up $427 million compared to the prior year. Cash cycle days were 61 days; an improvement of 8 days compared to the prior year quarter. A cash...
Douglas Cliff/iStock Editorial via Getty Images Article Thesis Novo Nordisk A/S ( NVO ) reported its earnings results on Tuesday, with those results being more or less in line with expectations. Novo Nordisk's guidance for the current year, however, was weaker than what many investors had believed, despite a so-far successful launch of the company's oral weight loss drug. Following the post-earnin...
Douglas Cliff/iStock Editorial via Getty Images Article Thesis Novo Nordisk A/S ( NVO ) reported its earnings results on Tuesday, with those results being more or less in line with expectations. Novo Nordisk's guidance for the current year, however, was weaker than what many investors had believed, despite a so-far successful launch of the company's oral weight loss drug. Following the post-earnings selloff of roughly 20%, NVO is not expensive, and its longer-term growth outlook is far from bad, making shares potentially attractive. Past Coverage I have written about Novo Nordisk here on Seeking Alpha in the past, most recently in the fall of 2025 . I recommended buying NVO back then, which has worked out reasonably well, as shares are up from the fall lows, despite the post-earnings price slump we saw this week. With a couple of months having passed since my last article on NVO, and with the company releasing both its Q4 results and its 2026 guidance this week, it's time for me to take another look at NVO today. What Happened? Novo Nordisk released some of its FY2025 results on Tuesday , but had its earnings call on Wednesday, which is when the company also released its full financial statements for the year. The company's shares sold off following the releases, which was, I believe, mainly due to a rather weak guidance for the current year -- shares dropped by around 20% in total on Tuesday and Wednesday. Novo Nordisk's 2025 Results With the most recent report, we now have the full numbers for Novo Nordisk's fiscal year 2025. During the period, the company showed reasonable growth, with revenues climbing by 6% to around 310 billion Danish Krone, which is equivalent to around $49 billion at current exchange rates. At constant currency rates, revenues were up by 10% -- a compelling growth rate, I believe, compared to that of many other big pharma companies. The fact that reported growth, in Danish Krone, was weaker than the company's constant currency growth rate ca...
//php echo do_shortcode('[responsivevoice_button voice="US English Male" buttontext="Listen to Post"]') ?> Texas Instruments, a leading supplier of analog and power chips, is bolstering its embedded processing capabilities by acquiring Silicon Laboratories at a time when the IoT world is remaking itself with edge AI. Silicon Labs’s embedded processors, specializing in wireless connectivity and har...
//php echo do_shortcode('[responsivevoice_button voice="US English Male" buttontext="Listen to Post"]') ?> Texas Instruments, a leading supplier of analog and power chips, is bolstering its embedded processing capabilities by acquiring Silicon Laboratories at a time when the IoT world is remaking itself with edge AI. Silicon Labs’s embedded processors, specializing in wireless connectivity and hardware security, are expected to bolster TI’s presence in IoT and edge AI designs. TI’s CEO, Haviv Ilan, acknowledged embedded processing as the primary driver of this acquisition. TI will acquire the Austin, Texas-based specialist of mixed-signal chips for approximately $7.5 billion; it’s TI’s largest acquisition since it bought National Semiconductor for $6.5 billion in 2011. It’s also another analog-meets-digital story. In a way, it seems a redux of Infineon’s 2020 acquisition of Cypress Semiconductor, which allowed the German chipmaker to venture into the IoT-centric connectivity world that’s gradually advancing toward the edge AI-enabled automotive, consumer, and industrial designs. According to industry insiders, though TI has a significant presence in the embedded processing space, its embedded solutions have a long way to go in IoT silicon and related software tools. On the other hand, Silicon Labs is known for robust software development kits (SDKs) and development tools for its wireless connectivity and hardware security silicon. Partner Content View All By Andras Vass-Varnai 02.02.2026 By MRPeasy 02.01.2026 By Global Unichip Corp. (GUC 01.28.2026 Silicon Labs showcased its wireless connectivity silicon and related software toolchains at CES 2026. (Source: Silicon Labs) At CES 2026, Silicon Labs showcased a simplified SDK for Zephyr, the go-to open RTOS for connected embedded systems. The SDK, which offers a portable, production-grade alternative to proprietary kernels, streamlines RTOS adoption for next-generation IoT designs. The fab angle Besides Silicon Labs’ e...