{"id":39578,"date":"2025-12-20T23:56:00","date_gmt":"2025-12-20T15:56:00","guid":{"rendered":"https:\/\/www.granitefirm.com\/blog\/us\/?p=39578"},"modified":"2026-01-30T12:11:49","modified_gmt":"2026-01-30T04:11:49","slug":"credo-high-speed-expert","status":"publish","type":"post","link":"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/","title":{"rendered":"Credo, a high-speed connectivity expert ride on AI boom"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #ffffff;color:#ffffff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #ffffff;color:#ffffff\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Company_Profile\" >Company Profile<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Introduction\" >Introduction<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Primary_Business\" >Primary Business<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Initial_Public_Offering\" >Initial Public Offering<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#What_makes_the_company_so_successful\" >What makes the company so successful?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Breaking_the_bottleneck_of_data_transmission\" >Breaking the bottleneck of data transmission<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#The_Importance_of_AEC_to_the_Company\" >The Importance of AEC to the Company<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Market_Share\" >Market Share<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Key_Products\" >Key Products<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Active_Cables_AECs\" >Active Cables (AECs)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#DSP_Chipsets\" >DSP Chipsets<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Custom_Chips_for_AI_Data_Centers\" >Custom Chips for AI Data Centers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Application_Areas\" >Application Areas<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#The_Companys_Core_Technology\" >The Company&#8217;s Core Technology<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Leaping_from_Hardware_to_Software\" >Leaping from Hardware to Software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Innovative_Algorithms\" >Innovative Algorithms<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Technology_Trends_Favor_Credo\" >Technology Trends Favor Credo<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Why_are_Credos_AECs_more_efficient_than_other_cables\" >Why are Credo&#8217;s AECs more efficient than other cables?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Substantial_Energy_Savings\" >Substantial Energy Savings<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Thinner_More_Flexible_Cables\" >Thinner, More Flexible Cables<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Superior_Performance_and_Reliability\" >Superior Performance and Reliability<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Plug-and-Play\" >Plug-and-Play<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Reduced_Environmental_Impact\" >Reduced Environmental Impact<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#What_Makes_Credo_Competitive\" >What Makes Credo Competitive?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#AEC_Technology\" >AEC Technology<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Complete_Transport_Solutions\" >Complete Transport Solutions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Continuously_Expanding_Product_Portfolios\" >Continuously Expanding Product Portfolios<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Customers\" >Customers<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Top_Customers\" >Top Customers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Other_Customers\" >Other Customers<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Competitors\" >Competitors<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Broadcom\" >Broadcom<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Marvell\" >Marvell<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Astera_Labs\" >Astera Labs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Synopsys_and_Cadence\" >Synopsys and Cadence<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-36\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Operating_Performance\" >Operating Performance<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-37\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Q2_2025_Financial_Report\" >Q2 2025 Financial Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-38\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Key_points_from_the_management\" >Key points from the management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-39\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Future_Outlook\" >Future Outlook<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-40\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Capital_Market_Performance\" >Capital Market Performance<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-41\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Market_Valuation\" >Market Valuation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-42\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Stock_Price_Performance\" >Stock Price Performance<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-43\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Investment_Risks\" >Investment Risks<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-44\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#High_Market_Expectations\" >High Market Expectations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-45\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Product_line_is_not_diversified\" >Product line is not diversified<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-46\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Over-Concentration_of_Customers\" >Over-Concentration of Customers<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-47\" href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/#Related_articles\" >Related articles<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Company_Profile\"><\/span>Company Profile<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Introduction\"><\/span>Introduction<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Founded in 2008 and headquartered in San Jose, California, <a href=\"https:\/\/credosemi.com\/\" target=\"_blank\" rel=\"noopener\">Credo Technology (ticker: CRDO)<\/a> is a provider of high-speed connectivity solutions for fiber optic and Ethernet applications.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Primary_Business\"><\/span>Primary Business<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Its products include ICs, active cables, and SerDes (SerDes) chiplets based on its serializer\/deserializer (Serializer\/Deserializer) and digital signal processor (DSP) technologies. The company is a global leader in high-speed SerDes technology, used in switch chips and optical transmission modules for large data centers. The company also develops and licenses high-speed SerDes IP.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Initial_Public_Offering\"><\/span>Initial Public Offering<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo Technology listed on the Nasdaq Stock Exchange on January 27, 2022, with its initial public offering priced at $10.00 per share.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_makes_the_company_so_successful\"><\/span>What makes the company so successful?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Breaking_the_bottleneck_of_data_transmission\"><\/span>Breaking the bottleneck of data transmission<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo is committed to breaking bandwidth barriers in the data infrastructure market. As data rates and corresponding bandwidth demands increase exponentially across the data infrastructure market, Credo provides secure, high-speed connectivity solutions that improve energy efficiency.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_Importance_of_AEC_to_the_Company\"><\/span>The Importance of AEC to the Company<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo&#8217;s success stems largely from its unrivaled leadership in the AEC market. AEC, a copper-based connectivity technology invented by Credo, is used to connect AI servers to network switches and is a critical component for high-speed data transmission within AI data centers. Compared to traditional optical cables, AEC is considered more reliable and consumes less power; it also supports longer transmission distances than traditional passive copper cables.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Market_Share\"><\/span>Market Share<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><a href=\"https:\/\/www.barrons.com\/articles\/credo-technology-stock-price-earnings-d8db4e3d\" target=\"_blank\" rel=\"noopener\">According to research firm 650 Group, Credo held a 73% share of the AEC market by the second quarter of 2025<\/a>. As the market shifts to rack-mount servers with higher GPU densities, such as Nvidia&#8217;s GB200 NVL72, the demand for AECs needed to connect large clusters of AI servers will increase significantly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Key_Products\"><\/span>Key Products<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Active_Cables_AECs\"><\/span>Active Cables (AECs)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>One of Credo&#8217;s popular products is its Active Cable (AEC) series, which provides high-speed connectivity solutions for data centers and enterprises with burgeoning AI and cloud computing needs.<\/p>\n\n\n\n<p>Credo invented AECs, copper-based cables used to connect AI servers to network switches. They are more reliable and consume less power than optical cables, and can reach longer distances than traditional passive copper cables.<\/p>\n\n\n\n<p>The company&#8217;s HiWire Active Cables (AECs) provide efficient, high-bandwidth connectivity between servers to support AI workloads and large-scale data processing.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"DSP_Chipsets\"><\/span>DSP Chipsets<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo also produces digital signal processing (DSP) chipsets that facilitate high-bandwidth data transmission with low power consumption. Specifically, Credo&#8217;s SerDes (SerDes) and DSP chips optimize data transmission by enabling high-speed, error-free communication within data centers.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.businesswire.com\/news\/home\/20250909883490\/en\/Credo-Unveils-Bluebird-1.6T-Optical-DSP-for-Low-Power-High-Bandwidth-and-Ultra-low-Latency-AI-Networks\" target=\"_blank\" rel=\"noopener\">On September 9, the company announced the launch of the Bluebird DSP for 1.6Tbps optical transceivers<\/a>. They say this is a breakthrough that will enable &#8220;energy-efficient PAM4 data transmission at 224Gbps per lane, which is essential for unleashing the advanced computing power of state-of-the-art GPU chips.&#8221;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Custom_Chips_for_AI_Data_Centers\"><\/span>Custom Chips for AI Data Centers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>In mid-October, Credo announced its integration into Arm&#8217;s Total Design ecosystem, aiming to accelerate the development of customized chips for AI data centers.<\/p>\n\n\n\n<p>By joining Arm&#8217;s ecosystem, Credo contributes its advanced portfolio of high-speed connectivity IP, including chip technologies such as SerDes. These chips can be combined with Credo&#8217;s Neoverse computing subsystem processor architecture to improve overall data transfer performance.<\/p>\n\n\n\n<p>In a statement, the company said, &#8220;The combination of Credo IP and chiplets with Arm\u2019s processor architecture allows customers to rapidly design innovative silicon solutions for next-generation AI, cloud computing and hyperscale data center applications,&#8221;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Application_Areas\"><\/span>Application Areas<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo Technology is a leading supplier of high-performance serial connectivity solutions for hyperscale data centers, 5G operators, enterprise networks, HPC (high-performance computing), and the AI\/ML markets.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_Companys_Core_Technology\"><\/span>The Company&#8217;s Core Technology<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Leaping_from_Hardware_to_Software\"><\/span>Leaping from Hardware to Software<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo is rapidly evolving from a hardware-focused cable and chip supplier to a critical operational intelligence layer for AI infrastructure. Its Pilot software transforms single deployments into self-optimizing systems.<\/p>\n\n\n\n<p>If the Pilot platform continues to embed operational intelligence at scale, the company&#8217;s revenue is expected to grow by 45-50%, with net profit margins approaching 50%, potentially driving its stock price to $375-450 per share. Even under more conservative scenarios, strong platform adoption and hardware execution support 35-40% growth and sustainable profit margins. Credo&#8217;s growth trajectory presents a unique opportunity to invest in the emerging AI infrastructure orchestration layer, where the true value lies in the intelligence embedded in critical systems, not the physical components themselves.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Innovative_Algorithms\"><\/span>Innovative Algorithms<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Each deployment feeds operational intelligence back into the system, improving performance for all users and eliminating high switching costs. Credo&#8217;s universal, protocol-agnostic approach and end-to-end control (from SerDes IP to system-level optimization) enables the company to scale from intra-rack to inter-rack connectivity, creating scalable, software-like economics with high margins and asymmetric upside.<\/p>\n\n\n\n<p>Patent settlements with ecosystem partners reinforce Credo&#8217;s controlled openness strategy, enabling broader adoption without sacrificing competitive advantage.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Technology_Trends_Favor_Credo\"><\/span>Technology Trends Favor Credo<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>A number of key trends are driving the data infrastructure market, such as cloud workloads, streaming video, 5G wireless deployments, the expansion of the Internet of Things (IoT), and most notably, the growing adoption of artificial intelligence. These trends are driving explosive data growth, placing significant pressure on existing infrastructure and forcing a significant transformation.<\/p>\n\n\n\n<p>The rapid adoption of artificial intelligence (AI) and the need for efficient data center connectivity are driving increased demand for Credo products among the top builders of the AI \u200b\u200beconomy. With the market shifting to rack-mount servers with higher GPU density, AECs are currently at their peak performance. Connecting larger clusters of AI servers will require even more AECs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_are_Credos_AECs_more_efficient_than_other_cables\"><\/span>Why are Credo&#8217;s AECs more efficient than other cables?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Credo&#8217;s active optical cables (AECs) excel in modern data center environments with their superior efficiency and performance, especially compared to traditional direct-attach copper cables (DACs) and active optical cables (AOCs). Here are a few key factors:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Substantial_Energy_Savings\"><\/span>Substantial Energy Savings<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo&#8217;s AECs consume approximately 50% less power than traditional DACs and significantly less than AOCs, making them highly energy-efficient.<\/p>\n\n\n\n<p>For example, its second-generation HiWire LP SPAN AECs reduce power consumption by nearly half compared to the previous generation while increasing cable reach by 40%.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Thinner_More_Flexible_Cables\"><\/span>Thinner, More Flexible Cables<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo&#8217;s AECs utilize thinner copper cables (as thin as Category 6), reducing cable size by up to 75% compared to passive DACs. This makes them easier to route and manage in dense data center environments.<\/p>\n\n\n\n<p>Thinner, lighter cables also support longer distances and tighter bend radii, which are critical for modern rack-to-rack and server-to-switch connections.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Superior_Performance_and_Reliability\"><\/span>Superior Performance and Reliability<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo AECs integrate a digital signal processor (DSP) and retimer to provide improved signal integrity, enabling higher data rates (up to 800G and 1.6T) over longer distances without sacrificing performance.<\/p>\n\n\n\n<p>These cables offer exceptional reliability, with a mean time between failures (MTBF) of up to 100 million hours, minimizing downtime and maintenance requirements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Plug-and-Play\"><\/span>Plug-and-Play<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo AECs are hot-swappable, easy to deploy, and can directly replace AOCs and DACs without the need for additional components or complex configuration. They also support advanced features such as dual top-of-rack (TOR) redundancy, enhancing reliability in hyperscale data centers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Reduced_Environmental_Impact\"><\/span>Reduced Environmental Impact<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>By reducing power consumption and reducing the use of plastic and copper, Credo AEC helps customers reduce their environmental impact.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Makes_Credo_Competitive\"><\/span>What Makes Credo Competitive?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AEC_Technology\"><\/span>AEC Technology<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Demand for Credo&#8217;s AECs is growing because they offer 1,000 times greater reliability than optical solutions while consuming 50% less power. Significantly fewer link fabrication or intermittent connectivity outages improve cluster reliability while reducing power consumption. The shift from intra-rack to rack-to-rack deployments is expected to further boost revenue for this product line. Furthermore, its system-level approach provides a strong competitive advantage.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Complete_Transport_Solutions\"><\/span>Complete Transport Solutions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo offers a complete portfolio of SerDes IP, retimer ICs, and system-level design, certification, and production systems. This integrated approach shortens innovation cycles and improves cost efficiencies.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Continuously_Expanding_Product_Portfolios\"><\/span>Continuously Expanding Product Portfolios<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>In addition to its AEC product line, Credo is investing heavily in copper and fiber solutions to diversify its market position. Its fiber DSP division maintains strong growth momentum and expects to double its fiber revenue again this fiscal year. <a href=\"https:\/\/www.businesswire.com\/news\/home\/20250909883490\/en\/Credo-Unveils-Bluebird-1.6T-Optical-DSP-for-Low-Power-High-Bandwidth-and-Ultra-low-Latency-AI-Networks\" target=\"_blank\" rel=\"noopener\">Bluebird DSP for 1.6Tbps optical transceivers<\/a> we mentioned before is  its latest release on this move.  <\/p>\n\n\n\n<p>Credo recently partnered with the Arm Total Design ecosystem to integrate its high-speed SerDes and mixed-signal DSP IP (including SerDes chipsets) with Arm processor technology. This integration will enable faster and more efficient design of custom silicon solutions for next-generation AI, cloud computing, and hyperscale data center applications.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Customers\"><\/span>Customers<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Top_Customers\"><\/span>Top Customers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>According to Needham data, Amazon, Microsoft, and Elon Musk&#8217;s xAI are all major Credo customers. They use Credo&#8217;s AEC to support artificial intelligence and cloud infrastructure, with Amazon currently being the company&#8217;s largest single customer. These tech giants&#8217; significant investments in AI infrastructure have directly translated into strong demand for Credo&#8217;s products.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Other_Customers\"><\/span>Other Customers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo is expanding its customer base to include all major tech companies, from Apple to Tesla, as well as several large enterprises in the energy and education sectors.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Competitors\"><\/span>Competitors<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Broadcom\"><\/span>Broadcom<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Broadcom offers a broad portfolio of high-speed interconnect, networking, storage, and data center semiconductor solutions, which overlaps with Credo&#8217;s focus on high-speed data connectivity and SerDes technology. With its size and scale, Broadcom has established a formidable competitive advantage in this space and poses a credible threat.<\/p>\n\n\n\n<p>For more information on Broadcom, please see my posts of &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/07\/23\/significant-changes-in-broadcoms-business-approach\/\" target=\"_blank\" rel=\"noreferrer noopener\">Significant changes in Broadcom\u2019s business approach<\/a>&#8221; and &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/12\/02\/broadcom-share-price\/\">The reasons behind Broadcom share price consistantly outperformance<\/a>&#8220;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Marvell\"><\/span>Marvell<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Marvell specializes in networking, storage, and data infrastructure semiconductors, areas that align closely with Credo&#8217;s target markets. This overlap means Credo must establish differentiation (for example, in energy efficiency and SerDes performance) to gain a foothold.<\/p>\n\n\n\n<p>For more information on Marvell, please see my post of &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/07\/12\/marvell\/\" target=\"_blank\" rel=\"noreferrer noopener\">How low-key Marvell makes money?<\/a>&#8220;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Astera_Labs\"><\/span>Astera Labs<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Astera Labs is considered a competitor in the high-speed connectivity, active cabling, and rack-level interconnect sectors.<\/p>\n\n\n\n<p>For companies like Credo, which specialize in active cabling and optical DSP, Astera is one of its most direct niche competitors.<\/p>\n\n\n\n<p>For more information on Astera Labs, please see my post of &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/07\/08\/astera-labs-make-money\/\">How Astera Labs, AI high-speed transmission expert, make money? <\/a>&#8221; <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Synopsys_and_Cadence\"><\/span>Synopsys and Cadence<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Although both companies&#8217; primary businesses are EDA (electronic design automation) rather than connectivity chips, they may not compete head-on in the same product suite, but rather in the broader semiconductor IP and high-speed data fabric ecosystem.<\/p>\n\n\n\n<p>For more information on Synopsys and Cadence, please see my posts of &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/06\/14\/eda-synopsys-cadence-mentor\/\">Three EDA oligopoly vendors: Synopsys, Cadence, and Siemens&#8217;s Mentor Graphics<\/a>&#8220;, &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/01\/22\/how-cadence-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does, the EDA oligopoly, Cadence make money?<\/a>&#8220;, &#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/12\/22\/how-synopsis-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does Synopsis, the EDA oligopoly, make money?<\/a>&#8220;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Operating_Performance\"><\/span>Operating Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q2_2025_Financial_Report\"><\/span>Q2 2025 Financial Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>On September 3, 2025, Credo announced its first-quarter fiscal 2026 results, which far exceeded expectations. Revenue increased 274% year-over-year to $223.1 million, and adjusted earnings per share of $0.52 significantly exceeded market expectations. Key financial highlights are as follows:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Revenue: $223.1 million, up approximately 274% year-over-year and 31% quarter-over-quarter.<\/li>\n\n\n\n<li>GAAP gross margin: 67.4%. Non-GAAP gross margin: 67.6%.<\/li>\n\n\n\n<li>GAAP operating expenses: $89.6 million. Non-GAAP operating expenses: $54.5 million.<\/li>\n\n\n\n<li>GAAP net income: $63.4 million. Non-GAAP net income: $98.3 million.<\/li>\n\n\n\n<li>GAAP diluted earnings per share (EPS): $0.34. Non-GAAP diluted EPS: $0.52.<\/li>\n\n\n\n<li>Cash and short-term investments at the end of the quarter: $479.6 million.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Key_points_from_the_management\"><\/span>Key points from the management<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo cited &#8220;deep strategic partnerships with hyperscale operators and key customers&#8221; as the driver of growth.<\/p>\n\n\n\n<p>Credo highlighted growing demand for &#8220;reliable and efficient connectivity solutions&#8221; in the artificial intelligence, cloud computing, and hyperscale networking sectors as the fundamental reason for its growth.<\/p>\n\n\n\n<p>CEO Bill Brennan stated that the company &#8220;continued its strong growth trajectory&#8221; and viewed the 31% sequential growth as confirmation of this momentum.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Future_Outlook\"><\/span>Future Outlook<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo CEO Bill Brennan stated, &#8220;Given the growing demand for reliable and energy-efficient connectivity solutions, we expect continued revenue growth and diversification across customers, protocols, and applications.&#8221;<\/p>\n\n\n\n<p>In an interview with Barron&#8217;s following the release of its second-quarter 2025 earnings report, CEO Brennan stated that Credo is developing system-level optical connectivity solutions focused on providing customers with enhanced reliability and greater energy efficiency. He also stated that Credo sees a &#8220;significant opportunity&#8221; to win business with the six largest hyperscale data center operators in the United States.<\/p>\n\n\n\n<p>Its revenue is primarily driven by the surge in downstream AEC volumes, with the vast majority of AEC shipments based on AI applications. &#8220;It is expected that all US hyperscale customers will utilize AEC in some form in the long term.&#8221;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Capital_Market_Performance\"><\/span>Capital Market Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Market_Valuation\"><\/span>Market Valuation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>As of October 22, 2025, the company&#8217;s market capitalization is $23.73 billion, with a price-to-earnings ratio of 202.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Stock_Price_Performance\"><\/span>Stock Price Performance<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>As of October 22, 2025, Credo&#8217;s stock price has performed exceptionally well since 2025, increasing approximately 94% year-to-date. In less than four years since its IPO, the stock price has risen 1,126%.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Investment_Risks\"><\/span>Investment Risks<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"High_Market_Expectations\"><\/span>High Market Expectations<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo&#8217;s stock price performance has been exceptional, increasing approximately 94% since 2025 and 1,126% since its IPO. Market expectations are rising. If the company&#8217;s operations falter and fail to meet investor expectations, the stock price will inevitably plummet overnight. Investors should exercise caution if investing now.<\/p>\n\n\n\n<p>Can this performance be sustained? For the company&#8217;s management team, recent impressive operational performance inevitably presents significant execution risks. Such rapid growth often brings challenges with scaling, supply chain constraints, margin pressure, and competitive pressure.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Product_line_is_not_diversified\"><\/span>Product line is not diversified<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>While Credo has benefited from the recent AI boom, its product line is limited in diversification, focusing solely on high-speed transmission. Any emergence of competitive competitors to existing products would immediately impact revenue.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Over-Concentration_of_Customers\"><\/span>Over-Concentration of Customers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Credo&#8217;s over-reliance on major hyperscale customers has concentrated its business growth, posing significant risks to delivery times for any customer. Losing any major customer would result in significant revenue losses for the company.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"180\" height=\"58\" src=\"https:\/\/www.granitefirm.com\/blog\/us\/wp-content\/uploads\/sites\/2\/2025\/10\/credo-Custom.jpg\" alt=\"Credo\" class=\"wp-image-39579\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><em>I am the author of the original text, the essence of this story was originally featured on Money Magazine<\/em><\/strong>, <strong><em>Issue of December 2025<\/em><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Related_articles\"><\/span>Related articles<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/12\/20\/credo-high-speed-expert\/\">Credo, a high-speed connectivity expert ride on AI boom<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/08\/24\/ai-inference-chips\/\">AI inference chips vs. training chips<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/11\/28\/ai-data-center-no-cooling\/\">AI data center shows no signs of cooling down in the near future&#8221;<\/a><\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/07\/06\/the-thinking-machine\/\">A must-read for Nvidia investors\uff02The Thinking Machine\uff02<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/07\/08\/astera-labs-make-money\/\">How Astera Labs, AI high-speed transmission expert, make money? <\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/04\/17\/how-on-make-money\/\">How does ON Semiconductor make money? Experts in power and analog signal processing and sensor<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2025\/04\/03\/microchip-microcontrollers\/\">How does Microchip, a specialist in microcontrollers, memory and analogs, make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/06\/08\/monolithic-power-systems\/\" target=\"_blank\" rel=\"noreferrer noopener\">Monolithic Power Systems, a new force in power management expertise<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/11\/22\/texas-instruments-bio\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does Texas Instruments make money? Amazing long term capital reward and company net profit margin!<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/07\/23\/significant-changes-in-broadcoms-business-approach\/\" target=\"_blank\" rel=\"noreferrer noopener\">Significant changes in Broadcom\u2019s business approach<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/12\/02\/broadcom-share-price\/\">The reasons behind Broadcom share price consistantly outperformance<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/07\/12\/marvell\/\" target=\"_blank\" rel=\"noreferrer noopener\">How low-key Marvell makes money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/05\/01\/qualcomm-diversifies\/\" target=\"_blank\" rel=\"noreferrer noopener\">Qualcomm diversifies success, no nonger highly dependend on phone<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/06\/24\/nvidia-changes-gaming-rules\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does nVidia make money, Nvidia is changing the gaming rules<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/10\/30\/how-does-intel-make-money-and-the-benefits-to-invest-in-it\/\">How does Intel make money? and the benefits to invest in it<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/04\/22\/amd-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How AMD makes money? A rare case of turning defeat into victory<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/01\/29\/how-arm-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does the ubiquitous Arm make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/08\/13\/how-does-tsmc-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does TSMC make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2021\/09\/25\/the-lucrative-semiconductor-industry\/\" target=\"_blank\" rel=\"noreferrer noopener\">The lucrative semiconductor supply chain<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/01\/25\/global-semiconductor-chip-market-in-detail\/\" target=\"_blank\" rel=\"noreferrer noopener\">Global semiconductor chip market in detail, big dominators and markets<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2022\/05\/07\/semiconductor-investment\/\" target=\"_blank\" rel=\"noreferrer noopener\">6 common wrong semiconductor investment myths<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/06\/14\/eda-synopsys-cadence-mentor\/\">Three EDA oligopoly vendors: Synopsys, Cadence, and Siemens&#8217;s Mentor Graphics<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2024\/01\/22\/how-cadence-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does, the EDA oligopoly, Cadence make money?<\/a>&#8220;<\/li>\n\n\n\n<li>&#8220;<a href=\"https:\/\/www.granitefirm.com\/blog\/us\/2023\/12\/22\/how-synopsis-make-money\/\" target=\"_blank\" rel=\"noreferrer noopener\">How does Synopsis, the EDA oligopoly, make money?<\/a>&#8220;<\/li>\n<\/ul>\n\n\n\n<p><em><strong>Disclaimer<\/strong><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>The content of this site is the author\u2019s personal opinions and is for reference only. I am not responsible for the correctness, opinions, and immediacy of the content and information of the article. Readers must make their own judgments.<\/em><\/li>\n\n\n\n<li><em>I shall not be liable for any damages or other legal liabilities for the direct or indirect losses caused by the readers&#8217; direct or indirect reliance on and reference to the information on this site, or all the responsibilities arising therefrom, as a result of any investment behavior.<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Credo&#8217;s success stems largely from its undisputed leadership in the AEC market, where it holds a 73% share. As the market shifts to rack-mount servers with higher GPU densities, such as Nvidia&#8217;s GB200 NVL72, demand for AECs to connect large AI server clusters will increase significantly.<\/p>\n","protected":false},"author":1,"featured_media":39579,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[110],"tags":[1578],"class_list":["post-39578","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-semiconductor","tag-crdo"],"_links":{"self":[{"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/posts\/39578","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/comments?post=39578"}],"version-history":[{"count":18,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/posts\/39578\/revisions"}],"predecessor-version":[{"id":40791,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/posts\/39578\/revisions\/40791"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/media\/39579"}],"wp:attachment":[{"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/media?parent=39578"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/categories?post=39578"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.granitefirm.com\/blog\/us\/wp-json\/wp\/v2\/tags?post=39578"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}