Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs.

Taiwan Semiconductor Manufacturing (TSM), Entegris (ENTG), and MACOM Technology Solutions (MTSI) are highlighted as beneficiaries of strong AI infrastructure demand. All three companies hold Zacks Rank #2 (Buy) ratings, with TSM leading advanced chip production, ENTG supplying specialized materials for semiconductor manufacturing, and MTSI capitalizing on AI data center optical connectivity needs. Strong recent earnings and positive growth outlooks support continued momentum.

Taiwan Semiconductor Manufacturing (TSM), Entegris (ENTG), and MACOM Technology Solutions (MTSI) have posted notable gains over the past month, driven by strong demand from the ongoing AI infrastructure buildout. All three companies hold Zacks Rank #2 (Buy) ratings with rising earnings estimates supporting near-term momentum.

The global continuous bioprocessing technologies market is projected to grow from USD 4.8 billion in 2026 to USD 8.5 billion by 2031, driven by rising biologics demand, regulatory support, and the biopharmaceutical industry's shift from batch to continuous production. Key growth drivers include cost efficiency, improved quality, and faster time to market, though high capital investment and technical complexity remain challenges.

Zacks Research Daily highlights strong performance across multiple sectors on September 23, 2026. Micron Technology leads with 284.3% YTD gains driven by AI-demand for memory and storage, though rising costs and competition pose risks. Costco maintains steady growth through its membership model and digital expansion. Interactive Brokers outperforms the financial sector with 43.3% YTD gains, benefiting from its diversified product platform. Smaller players like Canterbury Park and Stran & Company show mixed results with strategic pivots toward diversified business models.

KLA Corporation (KLAC) has gained 40% year-to-date, driven by AI-related process-control intensity and advanced packaging expansion. The company expects advanced-packaging revenues to reach $1.1 billion in 2026 (70% growth) with a strong $12.6 billion backlog providing visibility through 2027. Despite premium valuation and near-term margin pressure from memory costs and tariffs, KLA's technology leadership and long-term growth outlook support a Zacks Rank #2 (Buy) rating.

NSF, a global human health organization, has appointed Hanjun Kwon as Managing Director for the Asia-Pacific region. Kwon brings two decades of international leadership experience from companies including Entegris, Honeywell, Henkel, and Dow Corning. He will lead efforts to drive sustainable growth and strengthen NSF's position in food, water, and wellness across APAC, including the upcoming launch of a new drinking water safety standard in Southeast Asia.

AXT Inc. shares have declined 22% over three months but remain up 322.4% year-to-date. Despite the pullback, strong demand for indium phosphide (InP) substrates for AI data-center optical applications, aggressive capacity expansion plans, and long-term customer supply agreements support a bullish outlook. The stock is rated Zacks Rank #1 (Strong Buy), though it trades at a premium valuation of 34.85X P/S ratio.

U.S. stocks rallied sharply on Monday following a U.S.-Iran peace agreement that reopens the Strait of Hormuz. Crude oil tumbled 5%, easing inflation fears and powering gains in technology stocks. The Nasdaq 100 surged 2.9%, S&P 500 climbed 1.8%, and the Dow advanced 1.3%. Energy stocks declined while chip makers and gold miners soared.

The global Chemical Mechanical Planarization (CMP) market, valued at USD 6.65 billion in 2025, is expected to grow at a CAGR of 7.12% through 2035, driven by semiconductor investments, 5G adoption, and advanced manufacturing initiatives. North America leads with 40% market share, while Asia Pacific shows fastest growth at 10.85% CAGR. CMP equipment dominates with 60% revenue share, though consumables segment grows fastest.

Entegris announced that CFO Linda LaGorga will step down effective February 28, 2026, with Mike Sauer, the VP and Controller, taking over as Interim CFO on March 1, 2026. The company reaffirmed its Q4 2025 guidance with projected sales of $790-$830 million and adjusted EPS of 62-69 cents. The departure was stated to be by mutual agreement and unrelated to any operational or accounting disagreements.

Ten large-cap stocks experienced significant declines last week. Nike fell 12.81% due to a 17% decline in Greater China sales and analyst downgrades. ARM Holdings dropped 9.77% following Goldman Sachs and Bank of America downgrades. Other major losers included Lennar (9.94% decline after earnings miss), Marathon Petroleum (9.42%), Phillips 66 (8.84%), Coupang (8.52%), BitMine Immersion (9.15%), Insmed (11.37%), Entegris (5.90%), and ServiceNow (0.78%).