r/RKLB

We know that Rocket Lab are currently one of two companies in the USA that have the capability to produce space grade semiconductors (source: https://rocketlabcorp.com/updates/rocket-lab-announces-expanded-u-s-investments-for-national-security-programs-and-semiconductor-manufacturing/ and https://www.nist.gov/news-events/news/2024/06/biden-harris-administration-announces-preliminary-terms-rocket-lab-expand ).

This is obviously potentially a very lucrative avenue to take for the company. One of two companies in the US with this capacity certainly sounds pretty bullish to an investor but to what extent are they going to scale this? Is it possible that RKLB could branch off as a large scale semiconductor manufacturer in the future?

Does anyone have any information on their current semiconductor output per month? The above articles state that they are trying to meet their target of 35k wafers per month but searches tell me that they are currently producing 20k wafers. I understand that a 35k wafer output is around the industry standard for a new semiconductor manufacturing plant.

It would be great to hear your thoughts for those of you with a bit more knowledge of the industry and I cannot help but feel right now that Rocket Lab is shaping up to be quite the powerhouse.

Here’s a good article I came across. First time posting here. Long on Rocket Lab.

We are already a 65 Billion Dollar Company.

Currently to realise our full potential we would need to:-
1.Establish cadence with Neutron
2.Launch our own constellations
3.Make full use of the Iridium acquisition and their future planned products
4.Start making profits obviously
5.Become sort of like how TSMC is for semiconductors but for satellites for other companies.

If we can pull all of this off I can see us becoming a 500B dollar or so market cap company in the distant future.

So most likely we have the potential to 10x from our current prices.

But is that it?Like are most of you guys also expecting the same from this company and then you guys would either heavily or fully cash out and use that money for life stuff or look for other companies?

Or do you guys think RKLB has the potential in the future to be a 1T or even 5T or like sky is the limit kind of company?
If so please let me know what can we do besides what I just mentioned to reach a market cap of 1T and above?

The more I think about this acquisition, the more I believe Iridium's leadership wasn't bought—they chose to sell themselves. Unlike many acquisitions that happen out of necessity or as a survival strategy, this feels more like a partnership between two companies that see an opportunity to accelerate growth together.

Iridium is preparing to release a new, game-changing ASIC chip that delivers industry-leading GPS precision, reliability, and security in a package measuring just 8 millimeters. To put that into perspective, an 8 mm chip is roughly the diameter of a standard pencil eraser or about the size of a small pea. Packing that level of performance into something so small makes it ideal for the next generation of connected devices.

This technology arrives at exactly the right time. Autonomous vehicles, humanoid robots, and drones all depend on knowing their exact position with absolute confidence. It's not enough for a vehicle to know it's on the right street—it needs to know its precise location within inches while also ensuring the signal hasn't been spoofed. A self-driving car, delivery drone, or industrial robot cannot be tricked into believing it's somewhere it isn't. Reliable, secure positioning is becoming mission-critical infrastructure.

The timing is also compelling because these markets are expanding rapidly:

- Industry forecasts project tens of millions of autonomous-capable vehicles to be deployed globally over the next decade.

- The commercial drone market is expected to grow at roughly 12–15% annually, driven by logistics, agriculture, infrastructure inspection, and defense applications.

- The humanoid robotics market is projected by many analysts to grow at 30% or more per year, with some forecasts estimating a market worth tens of billions of dollars by the mid-2030s.

That creates an enormous demand for highly accurate, secure satellite positioning. Secure, anti-spoofing timing is also becoming increasingly important for AI data centers, where precisely synchronized clocks are essential for coordinating thousands of GPUs, securing network traffic, and preventing timing-based attacks that could disrupt distributed computing. As AI infrastructure expands globally, resilient Positioning, Navigation, and Timing (PNT) services could become just as critical for digital infrastructure as they are for autonomous vehicles, giving Iridium an opportunity to serve a much broader market than transportation alone.

However, supporting millions—or eventually billions—of connected devices could place tremendous strain on a satellite constellation that was originally designed decades ago. A network built more than 20 years ago may eventually require significant modernization to meet the capacity and performance demands of the next generation.

If Iridium wanted to dramatically expand its constellation, the cost would be staggering. Launching dozens of new satellites alone could require billions of dollars before even accounting for satellite manufacturing, ground infrastructure, and ongoing operations.

Viewed through that lens, partnering with a company that can help finance, build, and scale the next generation of the network becomes a logical strategic decision. Instead of giving up control because they had no choice, Iridium's leadership may have recognized an opportunity to secure the capital and technical resources needed for the next phase of growth while still maintaining operational leadership and a significant degree of autonomy.

When viewed this way, the acquisition appears less like an exit and more like a strategic decision to position Iridium at the center of several long-term megatrends: autonomous transportation, robotics, drones, secure AI infrastructure, and resilient global PNT services.

Hi, im new to trading but saw a massive influx under this stock, my consensus is with the iridium deal, neutron rocket, and quarterly updates its looking to be a good long term deal. Would anyone like to catch me up and help me out?

Neutron should theoretically be able to carry two BlueBird satellites with some margin left over in the reusable configuration.

RL has tangibly demonstrated with Iridium that they’re in the spectrum game and that they’re looking to play in that field.

Wild speculation here: Would the value of both companies not skyrocket if they announced a JV between them? Something like RL offers discounted launch and leasing to spectrum rights in exchange for a share of the profit generated by ASTS’s constellation?

I think cooperation like this would significantly close the gap between RL/ASTS and SpaceX. RL could probably eventually build their own satellites to compete. And maybe that’s their honest plan. But if you could skip all of that and make a deal with another company that’s already quite established, to me that seems preferable.

My gut tells me RL is planning something big like this. And the fact that there is very few articles out there even suggesting it as a possibility seems weird. Thoughts?

Does anyone know when $RKLB said the iridium deal should close?

Everyone wants a piece of that SpaceX 🍑 now that it’s finally public. Fine. But look at the size of the thing before you decide where the real upside is…

SpaceX IPO’d at $135. Market cap about $1.7 trillion. It raised $75 billion in a single day. That one day of fundraising inflows is bigger than all of Rocket Lab put together.

Rocket Lab is about $100 a share right now. The whole company is worth around $58 billion… so SpaceX is roughly 30 times bigger than it.

For SpaceX to double, it has to add another $1.77 trillion on top of itself. It would have to become one of the biggest companies on the planet, from a base that’s already massive. Not

For Rocket Lab to go from $100 to $200 a share, the company only has to grow from about $58 billion to about $116 billion. That’s roughly $58 billion in added value. Feels huge right? It’s about 3% of what SpaceX is worth. Three percent. A rounding error on SpaceX is a double on Rocket Lab.

So for the caveman investors in the room, that’s the whole point… Small market caps move much faster. Big moves slow. Doubling $58 billion is a lot easier than doubling $2 trillion. That’s just how the math works.

So if you’re chasing space and you want actual room to run, you don’t pile into the $2 trillion name everyone already bought. You look at the small one with the same story and 30x less weight on it.

Basically… sell your spaceX stock and go all-in on rocketlab. Otherwise you’ll be stuck eating Subway your entire life.