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  • Scientists Intrigued by Moss Surviving on Exterior of Space Station

    Scientists Intrigued by Moss Surviving on Exterior of Space Station

    Illustration by Tag Hartman-Simkins / Futurism. Source: Getty Images

    The humble clumps of moss that grow on garden walls and between the cracks of sidewalks are hardy enough to survive the rigors of space, a new…

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  • Pakistan looks forward to deepening ties with EU: DPM – RADIO PAKISTAN

    1. Pakistan looks forward to deepening ties with EU: DPM  RADIO PAKISTAN
    2. Pakistan, EU stress importance of deepening trade ties, including through GSP Plus scheme  Dawn
    3. Dar wraps up high-level EU engagements  The Express Tribune
    4. Dar pitches Pakistan as…

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  • Hydrogenases spill the beans: Key catalytic moves revealed

    Hydrogenases spill the beans: Key catalytic moves revealed

    Fig. 1. AlphaFold model of the regulatory [NiFe]-hydrogenase from Cupriavidus necator, HoxBC (cartoon representation), and the [NiFe] active site (ball and stick…

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  • Early Black Friday Television Deals: Channel Up to 50% Off on Hisense, LG, and Sony TVs – PCMag

    1. Early Black Friday Television Deals: Channel Up to 50% Off on Hisense, LG, and Sony TVs  PCMag
    2. Best early Black Friday deals on 65-inch TVs: Samsung The Frame, LG C5 both 50% off  Mashable
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  • Jeff Goldblum Completed His ‘The Wizard of Oz’-Inspired Outfit With a $118,000 Pocket Watch

    Jeff Goldblum Completed His ‘The Wizard of Oz’-Inspired Outfit With a $118,000 Pocket Watch

    Every time Jeff Goldblum gets dressed, he seems to ask himself: Is there anything I can’t pull off. On paper, the bespoke teal Prada coat over an olive-green waistcoat atop a pea-green poplin dress shirt the actor wore to the New York City…

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  • These under-the-radar chip stocks could deliver rapid sales growth for the next 2 years

    These under-the-radar chip stocks could deliver rapid sales growth for the next 2 years

    By Britney Nguyen and Philip van Doorn

    Nvidia isn’t the only semiconductor company with compelling revenue-growth prospects – Credo and Astera Labs are also among players expected to put up stellar numbers

    Astera Labs, Nvidia and Credo are among the chip companies with the best projected revenue-growth prospects looking out two years.

    Nvidia Corp. increased sales by 62% in its latest quarter, and analysts see more revenue momentum ahead. But investors looking for fast growth in the chip sector have a number of places to look beyond the world’s largest company.

    The artificial-intelligence trade has come under pressure in recent weeks, reflecting a flurry of concerns around factors such as the interest-rate outlook, OpenAI’s future position in the AI ecosystem and even Nvidia’s (NVDA) own swelling inventory levels.

    That means investors might need to start getting more selective when looking for AI winners. Focusing on sales-growth expectations over the next two years could be a good place to start.

    Below is a list of rapidly growing companies in the semiconductor industry. Two of them are Credo Technology Group Holding Ltd. (CRDO) and Astera Labs Inc. (ALAB), which both make high-speed connectivity components for data centers and other AI infrastructure.

    Credo and Astera Labs have been “rocket ships” in terms of customer demand because both companies are “addressing one of the key bottlenecks” in the AI buildout, which is connectivity, William Blair analyst Sebastien Naji told MarketWatch.

    Nvidia and its competitors have turned to rolling out new graphics processing units on an annual cadence, “but the actual processors themselves are still operating much faster than the rest of the system can actually process that data,” Naji said. Therefore, connectivity has become a more critical part of improving overall system performance.

    The companies stand to drive future sales growth by capitalizing on the AI-infrastructure buildout, which Nvidia Chief Executive Jensen Huang said could drive up to $4 trillion worth of spending through the end of the decade. Naji noted Astera Labs and Credo are also in the process of diversifying their businesses via a mix of new customers and product offerings.

    For instance, a new switch from Astera Labs “meaningfully increases the average sales price of the solutions that they’re selling,” he said.

    Up until last year, Amazon.com Inc. (AMZN) was Credo’s main growth driver and customer, representing about two-thirds of its revenue, Naji noted. But Credo, which sells active electrical cables, now has “five reliable hyperscaler customers,” he said. Those are are Amazon, Microsoft Corp. (MSFT), xAI, Meta Platforms Inc. (META) and Oracle Corp. (ORCL)

    At a high level, Naji acknowledges concerns about valuations. The stocks aren’t cheap relative to near-term earnings estimates, but Naji sees “plenty of pent-up” demand as well as a high likelihood of beats and raises over the next few quarters as the new products manifest more in financials.

    Screening semiconductor companies for expected sales growth

    To identify which semiconductor manufacturers are expected by analysts to increase revenue most quickly over the next two years, we began with a list of 76 companies.

    The list includes all 30 stocks in the PHLX Semiconductor Index SOX, which is tracked by the iShares Semiconductor ETF SOXX. To this we added 36 more companies in the S&P Composite 1500 index XX:SP1500 that were identified by LSEG as being in the “semiconductor” or “semiconductor equipment and testing” industries, or the “semiconductors and semiconductor equipment” Global Industrial Classification Standard group.

    Then we added 10 more industry players that are based outside the U.S. whose stocks are held within the portfolio of the iShares MSCI World ETF URTH. This exchange-traded fund tracks the MSCI World index of developed markets.

    Our screen centered on projected compound annual growth rates (CAGR) for the companies’ sales from calendar 2025 through 2027. These are based on consensus estimates among analysts working for brokerage and research firms polled by LSEG, with adjustments for companies (such as Nvidia) whose fiscal reporting periods don’t match the calendar.

    We cut the list of 76 companies to 66 for which consensus estimates through 2027 were available from groups of at least five analysts.

    Here are the 20 remaining semiconductor companies expected to grow sales most quickly from 2025 through 2027: 

       Company                                       Ticker    Estimated sales CAGR from 2025 through 2027  Forward P/E 
   Astera Labs Inc.                             ALAB                                             40.2%         60.8 
   SiTime Corp.                                 SITM                                             36.7%         61.0 
   Nvidia Corp.                                 NVDA                                             36.5%         25.1 
   Credo Technology Group Holding Ltd.          CRDO                                             36.3%         55.7 
   BE Semiconductor Industries N.V.             NL:BESI                                          35.1%         40.0 
   Advanced Micro Devices Inc.                  AMD                                              35.1%         32.8 
   Broadcom Inc.                                AVGO                                             32.3%         36.2 
   Impinj Inc.                                  PI                                               23.1%         52.9 
   Micron Technology Inc.                       MU                                               22.5%         10.8 
   ACM Research Inc.                            ACMR                                             22.0%         13.7 
   Arm Holdings PLC                             ARM                                              20.7%         62.7 
   Taiwan Semiconductor Manufacturing Co. Ltd.  TSM                                              19.0%         22.5 
   Lattice Semiconductor Corp.                  LSCC                                             19.0%         44.5 
   Allegro Microsystems Inc.                    ALGM                                             18.8%         27.2 
   Teradyne Inc.                                TER                                              18.2%         30.6 
   Marvell Technology Inc.                      MRVL                                             17.5%         23.5 
   First Solar Inc.                             FSLR                                             17.4%         11.1 
   Microchip Technology Inc.                    MCHP                                             17.3%         22.9 
   Silicon Laboratories Inc.                    SLAB                                             16.8%         45.7 
   Rambus Inc.                                  RMBS                                             16.4%         29.7 
                                                                                                       Source: LSEG

    The table includes forward price-to-earnings ratios. These are Thursday’s closing prices divided by consensus earnings-per-share estimates for the next 12 months. In comparison, the S&P 500’s SPX forward P/E multiple is 22.8; that is lower than the P/E for all but five stocks on the list above. But the S&P 500’s projected revenue CAGR from 2025 through 2027 is a weighted 6.8%, according to LSEG, which is a low level compared with the 20 companies listed here.

    A look at some of the other top names

    Teradyne Inc. (TER), which designs and manufactures automatic testing equipment, is among the top 20 companies in the semiconductor industry with the highest projected revenue CAGR through 2027.

    When analyzing Teradyne’s earnings report in October, Morgan Stanley’s Shane Brett noted that the company’s core businesses of networking, memory and custom chips was “really strengthening.” But a big question is whether the company will get qualified by Nvidia.

    Brett sees opportunities for Teradyne to gain share in the compute-testing market, especially as the incumbent Advantest Corp. (ATEYY) (JP:6857) is seeing demand from Nvidia, Advanced Micro Devices Inc. (AMD) and Broadcom Inc. (AVGO) outpace supply, though “the timing and specific customers remain uncertain.”

    Meanwhile, memory-chip maker Micron Technology Inc. (MU), which has been among the top performers in the S&P 500 this year, should be able to build upon momentum in its business of dynamic random-access memory thanks to supply shortages.

    While Micron did not preannounce its fiscal first-quarter results during a conference appearance this week as some on Wall Street were looking forward to, UBS analyst Timothy Arcuri is upbeat about the period and the prospect of a durable cycle for high-bandwidth memory even beyond that.

    Programmable-chip maker Lattice Semiconductor Corp. (LSCC) is another semiconductor company that is expected to see a high sales CAGR through 2027. The company designs and manufactures low-power field-programmable gate arrays, or FPGAs, which are chips that can be programmed and reprogrammed after manufacturing for different tasks.

    Historically, most of Lattice’s exposure has been in the automotive and industrial markets, KeyBanc Capital Markets analyst John Vinh told MarketWatch. Those markets, however, have been in a downturn, and the expected recovery has been shallower than what investors were expecting at the beginning of the year because of uncertainties over U.S. trade policy.

    Vinh expects more meaningful recovery in the industrial market next year as the cyclical semiconductor industry comes out of an inventory-destocking cycle.

    Meanwhile, the communications and computing segment has been “the other key growth driver” for Lattice, Vinh noted, which refers to communications infrastructure and both traditional and AI data centers.

    (MORE TO FOLLOW) Dow Jones Newswires

    11-22-25 0900ET

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