View ValuationCredo Technology Group Holding 将来の成長Future 基準チェック /66Credo Technology Group Holding利益と収益がそれぞれ年間27.5%と26.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32.3% 25.6%なると予測されています。主要情報27.5%収益成長率25.63%EPS成長率Semiconductor 収益成長0%収益成長率26.9%将来の株主資本利益率32.28%アナリストカバレッジGood最終更新日05 Jun 2026今後の成長に関する最新情報お知らせ • Jun 02Credo Technology Group Holding Ltd Provides Earnings Guidance for the First Quarter Ending August 1, 2026Credo Technology Group Holding Ltd. provided earnings guidance for the first quarter ending August 1, 2026. For the quarter, the company’s revenue is expected to be between $465.0 million and $475.0 million.お知らせ • Mar 03Credo Technology Group Holding Ltd. Provides Revenue Guidance for the Fourth Quarter Ending May 2, 2026Credo Technology Group Holding Ltd. provided revenue guidance for the fourth quarter ending May 2, 2026. Revenue is expected to be between $425.0 million and $435.0 million. GAAP gross margin is expected to be between 63.9% and 65.9%.お知らせ • Feb 10+ 2 more updatesCredo Technology Group Holding Ltd Revises Earnings Guidance for the Third Quarter Fiscal Year 2026Credo Technology Group Holding Ltd. revised earnings guidance for the third quarter fiscal year 2026. Credo expects to report third quarter fiscal year 2026 revenue in the range of $404 million to $408 million, above the high-end of Credo’s previously announced third quarter guidance range of $335 million and $345 million.お知らせ • Dec 02Credo Technology Group Holding Ltd Provides Revenue Guidance for the Third Quarter of Fiscal 2026Credo Technology Group Holding Ltd. provided revenue guidance for the third quarter of fiscal 2026. Revenue is expected to be between $335.0 million and $345.0 million.お知らせ • Sep 04Credo Technology Group Holding Ltd. Provides Earnings Guidance for the Three Months Ending November 1, 2025Credo Technology Group Holding Ltd. provided earnings guidance for the three months ending November 1, 2025. Revenue is expected to be between $230.0 million and $240.0 million. GAAP gross margin is expected to be between 63.5% and 65.5%.お知らせ • Jun 03Credo Technology Group Holding Ltd Provides Earnings Guidance for the Year 2026Credo Technology Group Holding Ltd. provided earnings guidance for the year 2026. For the fiscal year 2026, The company expects revenue to exceed $800 million for year-over-year growth in excess of 85%.すべての更新を表示Recent updatesRecent Insider Transactions • Jun 08Co-founder recently sold Mex$27m worth of stockOn the 3rd of June, Chi Fung Cheng sold around 7k shares on-market at roughly Mex$3,675 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$28m. Chi Fung has been a net seller over the last 12 months, reducing personal holdings by Mex$227m.Reported Earnings • Jun 02Full year 2026 earnings released: EPS: US$2.65 (vs US$0.31 in FY 2025)Full year 2026 results: EPS: US$2.65 (up from US$0.31 in FY 2025). Revenue: US$1.34b (up 206% from FY 2025). Net income: US$472.3m (up US$420.1m from FY 2025). Profit margin: 35% (up from 12% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has increased by 141% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 02Credo Technology Group Holding Ltd Provides Earnings Guidance for the First Quarter Ending August 1, 2026Credo Technology Group Holding Ltd. provided earnings guidance for the first quarter ending August 1, 2026. For the quarter, the company’s revenue is expected to be between $465.0 million and $475.0 million.お知らせ • May 14Credo Technology Group Holding Ltd to Report Q4, 2026 Results on Jun 01, 2026Credo Technology Group Holding Ltd announced that they will report Q4, 2026 results After-Market on Jun 01, 2026Recent Insider Transactions • Apr 23Chief Legal Officer & Secretary recently sold Mex$28m worth of stockOn the 15th of April, James Laufman sold around 10k shares on-market at roughly Mex$2,838 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$351m more than they bought in the last 12 months.Recent Insider Transactions • Apr 07Chief Financial Officer recently sold Mex$8.9m worth of stockOn the 5th of April, Daniel Fleming sold around 5k shares on-market at roughly Mex$1,812 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Daniel's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$1,570, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Semiconductor industry globally. Total returns to shareholders of 913% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,242 per share.お知らせ • Mar 28Credo Technology Group Holding Ltd and Te Connectivity Corporation Reach Settlement in Active Electrical Cable DisputesCredo Technology Group Holding Ltd. and TE Connectivity Corporation have reached a license and settlement agreement relating to AEC technology. Based on this agreement, all lawsuits between the two companies will be promptly dismissed. The terms of the agreement remain confidential.お知らせ • Mar 27Credo Technology Group Holding Ltd and Molex LLC Reach Settlement in Patent Infringement DisputesCredo Technology Group Holding Ltd. had reached a cross-license and settlement agreement with Molex, LLC. Based on this agreement, the lawsuits will be promptly dismissed, bringing an end to all patent disputes between the two companies. The terms of the agreement remain confidential.お知らせ • Mar 17+ 2 more updatesCredo Technology Group Holding Ltd Introduces Robin 800G Optical Dsp Family Tailored for Next Wave of Ai ApplicationsCredo Technology Group Holding Ltd. announced the launch of its Robin optical digital signal processor (DSP) family. The Robin optical DSP family is designed to meet the growing performance, power efficiency, and scalability demands of AI-driven data center networks. Built on Credo’s advanced sixth-generation DSP architecture, the Robin 800G and 400G devices deliver enhanced signal integrity, reduced power consumption, and flexible deployment options, enabling hyperscale operators and system vendors to accelerate AI infrastructure deployments. Credo’s Robin 800 series of DSPs are engineered for AI-optimized 800G transceivers, delivering enhanced signal integrity, reduced power consumption, and flexible deployment options. The Robin family's highly compact substrate saves up to 50% PCB space versus competing devices, simplifying layouts and reducing manufacturing costs. Credo’s Robin 800 series of DSPs are engineered for AI-optimized 800G transceivers. Highly integrated and flexible, the Robin family includes dedicated variants for both fully retimed transceivers and Linear Receive Optics (LRO) with integrated Silicon Photonics (SiPh) and EML drivers. Integrated, low-power, high-swing laser drivers capable of operating up to 3.3Vpp. A highly compact substrate saves up to 50% PCB space versus competing devices, simplifying layouts and reducing manufacturing costs. Credo’s Robin family is well positioned to capitalize on this tremendous market demand with DSPs that address supply and cost concerns while meeting the bandwidth and power requirements of next-generation AI infrastructure. Key Features of Credo’s Robin 800G Optical DSP Family: Energy-efficiency with low-power, high-swing laser drivers capable of operating up to 3.3Vpp. Exceptionally compact substrate saves up to 50% PCB space versus competing devices. Designed for low-cost manufacturing using standard PCB materials and SMT processes. Superior receiver sensitivity and BER performance to overcome the toughest optical channel impairments. Includes a rich set of innovative Ethernet link health monitoring features, built for robust operation in demanding environments. Robin Family Variants: Robin 800: 800G DSP optimized for multimode applications. Robin 802: 800G DSP with integrated SiPh and EML driver for single-mode applications. Robin 850: 800G LRO DSP optimized for multimode applications. Robin 852: 800G LRO DSP with integrated SiPh and EML driver for single-mode applications. Robin 400: 400G DSP optimized for multimode applications. Robin 402: 400G DSP with integrated SiPh and EML driver for single-mode applications. Credo’s Robin DSP family is available now.お知らせ • Mar 12Credo Technology Group Holding Ltd Showcases Optical Solutions for AI Scale-Out Fabrics at OFC 2026Credo Technology Group Holding Ltd. showcased its latest optical product portfolio and technology advancements at the 2026 Optical Fiber Communication Conference and Exhibition (OFC). OFC 2026 will take place March 15-19 at the Los Angeles Convention Center. Credo Booth Demonstration Highlights (Booth #1449 in South Hall), March 17-19: ZeroFlap Optics for AI Scale-Out: A live, system-level demonstration of 400G and 800G ZeroFlap (ZF) optical transceivers in an AI network fabric showcasing advanced, real-time link telemetry powered by PILOT. 400G & 800G Backend Network: A live AI scale-out network demonstration featuring Credo optical DSPs powering transceivers from our customers. 1.6T LRO Transceiver with Bluebird DSP: 1.6T LRO module based on Credo’s 3nm Bluebird DSP demonstrating high performance, low bit error rate (BER) and exceptional signal quality. Gen6 PCIe Over ZeroFlap AECs: PCIe root complex connected to a NIC via PCIe AEC cable running at Gen6 speeds, extending channel reach and enabling rack-to-rack PCIe connectivity. The demonstration highlights real-time telemetry and diagnostics through the PILOT platform via OpenBMC. 1.6T ZeroFlap AEC Cable: Credo 1.6T AECs powering next-gen AI with 3nm DSP technology at 200G/lane. 1.6T ZeroFlap AECs: Highlights Credo 1.6T AECs in next-generation Vera Rubin GPU NVL144 platform and Credo 1.6T AECs in next-generation Kyber Ultra NVL576 platform (static demos). Technical Conference Program Presentation Improved Multi-Path Interference Detection with Calibrated Variance Difference Wednesday, March 18 at 4:30 pm in Room 515B Credo Presenter: Likai Zhu, Principal Optical System Engineer Credo Authors: Likai Zhu, Principal Optical System Engineer; Junqing Sun, Vice President, Architecture; Nina Krainova, Optical Systems Applications Engineer; and Tianchen Luo, System Design Engineer Director. Lightwave Innovation Reviews Honors Credo’s ZeroFlap (ZF) optical transceivers have received 2026 Lightwave Innovation Review honors and will be recognized at an awards ceremony at OFC. To request a meeting or product demo, please contact sales@credosemi.com.Reported Earnings • Mar 03Third quarter 2026 earnings released: EPS: US$0.86 (vs US$0.17 in 3Q 2025)Third quarter 2026 results: EPS: US$0.86 (up from US$0.17 in 3Q 2025). Revenue: US$407.0m (up 202% from 3Q 2025). Net income: US$157.1m (up 435% from 3Q 2025). Profit margin: 39% (up from 22% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has only increased by 102% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 03Credo Technology Group Holding Ltd. Provides Revenue Guidance for the Fourth Quarter Ending May 2, 2026Credo Technology Group Holding Ltd. provided revenue guidance for the fourth quarter ending May 2, 2026. Revenue is expected to be between $425.0 million and $435.0 million. GAAP gross margin is expected to be between 63.9% and 65.9%.お知らせ • Mar 02Credo Technology Group Holding Ltd (NasdaqGS:CRDO) acquired CoMira Solutions.Credo Technology Group Holding Ltd (NasdaqGS:CRDO) acquired CoMira Solutions on March 2, 2026. The CoMira team of designers and engineers will enable upcoming features in support of Credo’s scale-up and scale-out AI products across multiple protocols including Ethernet, ESUN, UALink and PC. As part of the transaction, CoMira team would join Credo. Credo Technology Group Holding Ltd (NasdaqGS:CRDO) completed the acquisition of CoMira Solutions on March 2, 2026.お知らせ • Feb 11Credo Technology Group Holding Ltd.'S Toucan PCIe Retimer Achieves Pci-Sig ComplianceCredo Technology Group Holding Ltd. announced that its PCIe®? 6.0 technology-capable Toucan PCIe retimer has earned PCI-SIG®? compliance at 32.0 GT/s. This validation enables customers to deploy Toucan confidently in PCIe 6.0 technology and previous generation systems, avoiding compatibility and debugging challenges common with legacy-only solutions while preparing for future PCIe technology transitions. Credo's production-ready 7nm PCIe 6.0 technology-capability Toucan PCIe retimer has been validated as PCI-SIG compliant at PCIe 5.0 technology speeds, ensuring interoperability, signal integrity, and low-power performance across industry-standard platforms. This validation enables customers to deploying Toucan confidently in PCIe 6.,0 technology and previous generation systems., avoiding compatibility and debugging challenges common With legacy-only solutions while preparingfor future PCIe technology transitions. Cred's PCIe retimer solutions enable signal integrity to be restored across longer distances at high performance, providing high-speed connectivity and reliability for AI rack-scale, disaggregated and multi-rack architectures. Toucan retimers address integration challenges in AI, HPC, and accelerated compute environments with: PCI-SIG-compatible PCIe 5.0 technology interoperability, Low-power design for dense accelerator platforms, Advanced debug and diagnostics through PILOT tool, Architecture aligned with PCIe 7.0 technology roadmaps. Key Customer Benefits: Proven PCI-SIG compliance; High performance with reliable operation across high-loss channels; Deep diagnostics for faster bring-up and streamlined qualification using PILOT software; Simplified and low-risk migration to future PCIe technology generations. Ideal for hyperscaler and AI deployments, Toucan retimers combine performance, power efficiency, compliance, and diagnostics to accelerate platform stability and roadmap alignment.お知らせ • Feb 10+ 2 more updatesCredo Technology Group Holding Ltd Revises Earnings Guidance for the Third Quarter Fiscal Year 2026Credo Technology Group Holding Ltd. revised earnings guidance for the third quarter fiscal year 2026. Credo expects to report third quarter fiscal year 2026 revenue in the range of $404 million to $408 million, above the high-end of Credo’s previously announced third quarter guidance range of $335 million and $345 million.お知らせ • Jan 29Credo Technology Group Holding Ltd Introduces 224G Multiprotocol AI Scale-Up Retimer Supporting UALink, ESUN and EthernetCredo Technology Group Holding Ltd. announced its Blue Heron 224G AI scale-up retimer, optimized to support the growing need for extended cable and PCB backplane links using UALink, ESUN, and Ethernet protocols. Key points: Credo's Blue Heron 224G AIscale-up retimer supports multiple protocols that include UALink, ESUN., and Ethernet. Blue Heron allows full recovery of a 40+dB 224G link to enable rack-scale cable backplanes and flexible placement of GPUs and switch ICs to support AI scale-up applications. Blue Heron is built in an advanced 3nm process using Credo's high-performance 224G SerDes. 224G scale-up cable backplanes have a challenging electrical budget which has limited them to a half rack of span, forcing GPU and switch ICs to be physically located at the back of trays. Blue Heron is a multiprotocol retimer which enables full recovery of a 40 +dB 224G link.Recent Insider Transactions • Jan 20Lead Independent Director recently sold Mex$6.3m worth of stockOn the 13th of January, Sylvia Acevedo sold around 2k shares on-market at roughly Mex$2,843 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$27m. Insiders have been net sellers, collectively disposing of Mex$356m more than they bought in the last 12 months.Recent Insider Transactions • Jan 16Lead Independent Director recently sold Mex$6.3m worth of stockOn the 13th of January, Sylvia Acevedo sold around 2k shares on-market at roughly Mex$2,843 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$27m. Insiders have been net sellers, collectively disposing of Mex$356m more than they bought in the last 12 months.Recent Insider Transactions • Dec 31Chief Legal Officer & Secretary recently sold Mex$27m worth of stockOn the 24th of December, James Laufman sold around 10k shares on-market at roughly Mex$2,688 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$39m. Insiders have been net sellers, collectively disposing of Mex$350m more than they bought in the last 12 months.Recent Insider Transactions • Dec 10Lead Independent Director recently sold Mex$6.3m worth of stockOn the 5th of December, Sylvia Acevedo sold around 2k shares on-market at roughly Mex$3,369 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$39m. Insiders have been net sellers, collectively disposing of Mex$332m more than they bought in the last 12 months.New Risk • Dec 03New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Significant insider selling over the past 3 months (Mex$91m sold).お知らせ • Dec 02Credo Technology Group Holding Ltd Provides Revenue Guidance for the Third Quarter of Fiscal 2026Credo Technology Group Holding Ltd. provided revenue guidance for the third quarter of fiscal 2026. Revenue is expected to be between $335.0 million and $345.0 million.お知らせ • Nov 13Credo Technology Group Holding Ltd to Report Q2, 2026 Results on Dec 01, 2025Credo Technology Group Holding Ltd announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Dec 01, 2025お知らせ • Nov 04Credo Technology Group Holding Ltd Unveils Industry's First Memory Fanout Gearbox for Scalable, High-Bandwidth AI InferenceCredo Technology Group Holding Ltd. announced Weaver, a memory fanout gearbox that significantly boosts memory bandwidth and memory density to optimize computing efficiency of AI accelerators or xPUs. Credo's OmniConnect family, in which Weaver is the first member, encompasses solutions designed to address scale up and scale out concerns for AI buildouts. Weaver is engineered to overcome the memory bottlenecks in AI inference workloads, delivering unparalleled scalability, bandwidth, and efficiency for next-generation data center and AI applications. AI inference workloads are increasingly limited by memory quantity and throughput rather than compute power. Traditional memory solutions, such as LPDDR5X/GDDRX, face constraints in bandwidth, density, and power consumption, restricting system performance and scalability. High Bandwidth Memory (HBM) suffers from very high cost, limited availability, and density issues. Weaver leverages advanced 112G very short reach (VSR) SerDes and Credo's proprietary design to boost I/O density by up to 10x, enabling up to 6.4TB of memory and 16TB/s bandwidth using LPDDR5X--far surpassing conventional architectures. The Credo OmniConnect 112G VSR interface is available for design-in now. The Credo Weaver memory fanout gearbox is scheduled to be available in 2H of 2026 from Credo.お知らせ • Oct 29Credo Technology Group Holding Ltd Announces Board ChangesCredo Technology Group Holding Ltd. announced that on October 23, 2025, Lip-Bu Tan, a member of the board of directors, resigned from the Board, effective October 23, 2025. The Company further announced that, effective October 27, 2025, the Board elected Brian Kelleher as a Class III director to fill the vacancy resulting from Mr. Tan's resignation from the Board, to serve until the expiration of the term of the Class III directors at the Company's annual meeting of stockholders to be held in 2027 or until his successor is duly elected and qualified, or until his earlier death, resignation or removal. The Board determined that Mr. Kelleher qualifies as an independent director pursuant to the rules and regulations of the U.S. Securities and Exchange Commission and the listing standards of the Nasdaq Stock Market. Mr. Kelleher, 62, served as Senior Vice President of Hardware Engineering at NVIDIA from 2005 through 2024, most recently leading the GPU product development organization. Prior to 2005, Mr. Kelleher served as Vice President of Hardware Engineering at NVIDIA. Prior to joining NVIDIA in 2000, Mr. Kelleher was Vice President of Hardware Engineering at 3dfx Interactive Inc. Earlier, Mr. Kelleher founded Dynamic Pictures, where he held various positions including Chief Executive Officer, Executive Vice President and Chief Technical Officer. Prior to starting Dynamic Pictures, Mr. Kelleher spent eight years at Digital Equipment Corp., where he served as head graphics designer for the MIPS-based development team in Palo Alto, California. Mr. Kelleher holds a Bachelor of Science degree in Computer Science from Brown University.お知らせ • Oct 14+ 1 more updateCredo Technology Group Holding Ltd Unveils ZeroFlap Optical Transceivers - A Reliability Revolution for Optics in AI NetworksCredo Technology Group Holding Ltd. announced its ZeroFlap (ZF) optical transceiver product line supporting 400G, 800G, and 1.6T network speeds. The ZF optical transceiver product portfolio is designed to enable better management and mitigation of optical link flaps -- an issue whereby a link will repeatedly connect and disconnect in quick succession -- providing a new level of network stability and productivity to AI backend networks. At OCP Global Summit 2025, Credo introduces system-level optical approach with ZeroFlap optical transceivers and PILOT diagnostics. The new ZF optical transceivers utilize Credo's PILOT1 platform to address optical transceiver reliability in AI networks through system hardening, advanced telemetry, and remote management. As AI cluster sizes scale beyond 1GW, transceiver reliability has proven to be a limiting factor in cluster stability and uptime. Furthermore, customer demand for bare-metal GPU instances limits the operators' ability to manage GPU facing optics. Credo's ZF optical transceivers solve these issues through: Mission mode optical link quality monitoring, including Bit Error Rates (BER), Forward Error Correction (FEC) histograms and multipath interference (MPI) indicating contamination in optical connections; Transparent, in-band messaging enables comprehensive optical link management from either endpoint, supporting bare-metal deployments, and heterogeneous operating system environments; On transceiver, non-volatile, event logging for debug and auditing purposes; PILOT platform extensions, residing on network switches, for optics telemetry extraction and streaming to monitoring agents, initially supporting SONiC and other switch operating systems; Enhanced component hardening and proactive self-diagnostics to detect impending failures such as laser degradation or electrostatic discharge related damage. ZeroFlap Optics and the Open Compute Project: As part of commitment to standardization, Credo will contribute the ZF optical specification to a new Optics Reliability Workstream that Credo and Oracle will chair inside the Open Compute Project (OCP) Foundation. ZF Optical transceiver operation in booth B23. Availability: Credo ZF optical transceivers are now sampling.Recent Insider Transactions • Oct 10Co-founder recently sold Mex$39m worth of stockOn the 6th of October, Chi Fung Cheng sold around 14k shares on-market at roughly Mex$2,771 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chi Fung has been a net seller over the last 12 months, reducing personal holdings by Mex$200m.お知らせ • Oct 07Credo Technology Group Holding Ltd has filed a Follow-on Equity Offering in the amount of $750 million.Credo Technology Group Holding Ltd has filed a Follow-on Equity Offering in the amount of $750 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Sep 30Credo Technology Group Holding Ltd (NasdaqGS:CRDO) acquired Hyperlume Inc.Credo Technology Group Holding Ltd (NasdaqGS:CRDO) acquired Hyperlume Inc. on September 29, 2025. As part of the acquisition, Hyperlume Inc.'s team will join Credo Technology Group Holding Ltd. Credo Technology Group Holding Ltd (NasdaqGS:CRDO) completed the acquisition of Hyperlume Inc. on September 29, 2025.お知らせ • Sep 24+ 1 more updateCredo Technology Group Holding Ltd Launches 224G PAM4 SerDes IP on TSMC N3 Process TechnologyCredo Technology Group Holding Ltd. introduced its 224G PAM4 SerDes Intellectual Property (IP) on TSMC's N3 technology. The new 224G PAM4 IP offering brings Credo's high-performance, power-efficient SerDes technologies with fabrication on an advanced process technology from TSMC to provide the foundation for the design of high-bandwidth, low-latency 1.6Tbps port connectivity solutions. The 224G per lane data transmission provides the networking backbone which is critical for the deployment of next-generation AI, cloud computing and hyperscale applications. The 1.6Tbps networking market is projected to reach $13B by 2028 with ramp beginning at the end of this year, according to Alan Weckel, Founder and Analyst, 650 Group. Credo's comprehensive SerDes IP family includes a wide range of signaling options that span 28G to 224G and reach options that include long reach plus (LR+), long reach (LR), medium reach (MR) and very short reach plus (VSR). Credo's SerDes technology enables silicon solution providers and OEMs to manufacture custom chip solutions which address new market opportunities, while delivering on critical performance and low-power system-level requirements. All Credo IP solutions are supported with evaluation boards, simulation models, characterization reports, reliability reports, design libraries and a complete set of supporting documentation.お知らせ • Sep 10Credo Technology Group Holding Ltd Unveils Bluebird 1.6T Optical DSP for Low-Power, High-Bandwidth, and Ultra-Low Latency AI NetworksCredo Technology Group Holding Ltd. announced its high-performance, low-power Bluebird Digital Signal Processor (DSP) for 1.6Tbps optical transceivers. This breakthrough technology enables energy-efficient 224Gbps per lane PAM4 data transmission essential to unlocking the advanced computational power of GPU silicon. Next-generation AI networks require high-bandwidth, ultra-low latency, extreme reliability, and exceptional power efficiency. Many existing 1.6T transceivers suffer from high levels of power dissipation, constraining deployments due to the challenges with cooling and power delivery. This places limits on the widespread adoption of 1.6T technology. The Credo Bluebird DSP aims to address these challenges by leveraging advanced CMOS process technology and Credo's proprietary design techniques to deliver power efficiency, allowing 1.6T transceivers divers to consume well under 20W. Next-generation AI networks requires high-bandwidth, ultra -low latency, extreme reliability, and exceptional power efficiency. many existing 1.6T transceivers suffer from high levels of Power dissipation, constraining deployments Due to the challenges with cooling and Power delivery. This places limits on The Credo Bluebird DSP aims to address these challenges by leverage advanced CMOS process technology and Credo's proprietary design techniques to delivering power efficiency, allowing 1.6T transceivers to consume well under 20W". Bluebird features four or eight lanes of 224Gbps PAM4 to support high density 800G, or high-capacity 1.6T optical transceivers. It is available in full DSP and Linear Receive Optics (LRO) variants to address a wide variety of networking architecture options for both scale-up and scale-out use cases. To reduce bottlenecks in GPU-to-GPU communications, Bluebird has been carefully architected to maintain latency below 40ns in each direction. This ultra-low latency enhances computational efficiency and performance during large language model (LLM) training as well as inference. Bluebird also includes a suite of telemetry features to enable link monitoring and diagnostics, maximizing system uptime and reliability. These same features further assist with failure isolation, debug, and production testing. For seamless optical transceiver integration, optical component selection and host ASIC interoperability, the Bluebird DSP integrates a strategically tailored suite of performance optimization features for both electrical and optical interfaces. These features can be dynamically enabled to maximize link margin in challenging environments or disabled to optimize energy consumption in dense clusters. Optional IEEE compliant inner and outer Forward Error Correction (FEC) are included to support fiber reaches of 500 m, 2 km and beyond, allowing customers to leverage a common design for different applications. The Bluebird DSP is now available. For more information, contact local Credo sales representative.Reported Earnings • Sep 05First quarter 2026 earnings released: EPS: US$0.37 (vs US$0.058 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.37 (up from US$0.058 loss in 1Q 2025). Revenue: US$223.1m (up 274% from 1Q 2025). Net income: US$63.4m (up US$72.9m from 1Q 2025). Profit margin: 28% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.お知らせ • Sep 04Credo Technology Group Holding Ltd. Provides Earnings Guidance for the Three Months Ending November 1, 2025Credo Technology Group Holding Ltd. provided earnings guidance for the three months ending November 1, 2025. Revenue is expected to be between $230.0 million and $240.0 million. GAAP gross margin is expected to be between 63.5% and 65.5%.お知らせ • Aug 27Credo Technology Group Holding Ltd and Volex plc Reach Settlement in Active Electrical Cable Patent Infringement DisputeCredo Technology Group Holding Ltd. has reached a license and settlement agreement with Volex plc related to Credo's patents covering Credo's active electrical cable technology. Based on this agreement, the lawsuit between the parties will be promptly withdrawn, bringing an end to their patent dispute.お知らせ • Aug 26Credo Technology Group Holding Ltd, Annual General Meeting, Oct 13, 2025Credo Technology Group Holding Ltd, Annual General Meeting, Oct 13, 2025. Location: credo semiconductor inc., 110 rio robles, california 95134., san jose United Statesお知らせ • Aug 13Credo Technology Group Holding Ltd to Report Q1, 2026 Results on Sep 03, 2025Credo Technology Group Holding Ltd announced that they will report Q1, 2026 results After-Market on Sep 03, 2025Reported Earnings • Jul 03Full year 2025 earnings released: EPS: US$0.31 (vs US$0.18 loss in FY 2024)Full year 2025 results: EPS: US$0.31 (up from US$0.18 loss in FY 2024). Revenue: US$436.8m (up 126% from FY 2024). Net income: US$52.2m (up US$80.6m from FY 2024). Profit margin: 12% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.Recent Insider Transactions • Jun 20Insider recently sold Mex$14m worth of stockOn the 11th of June, James Laufman sold around 10k shares on-market at roughly Mex$1,354 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$161m. Insiders have been net sellers, collectively disposing of Mex$293m more than they bought in the last 12 months.Recent Insider Transactions • Jun 11Co-founder recently sold Mex$161m worth of stockOn the 9th of June, Chi Fung Cheng sold around 115k shares on-market at roughly Mex$1,406 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chi Fung has been a net seller over the last 12 months, reducing personal holdings by Mex$190m.お知らせ • Jun 03Credo Technology Group Holding Ltd Provides Earnings Guidance for the Year 2026Credo Technology Group Holding Ltd. provided earnings guidance for the year 2026. For the fiscal year 2026, The company expects revenue to exceed $800 million for year-over-year growth in excess of 85%.Reported Earnings • Jun 03Full year 2025 earnings released: EPS: US$0.31 (vs US$0.18 loss in FY 2024)Full year 2025 results: EPS: US$0.31 (up from US$0.18 loss in FY 2024). Revenue: US$436.8m (up 126% from FY 2024). Net income: US$52.2m (up US$80.6m from FY 2024). Profit margin: 12% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Semiconductor industry.お知らせ • Jun 03Credo Technology Group Holding Ltd Provides Revenue Guidance for the First Quarter of Fiscal Year 2026Credo Technology Group Holding Ltd. provided revenue guidance for the First Quarter of Fiscal Year 2026. For the quarter, the company expects Revenue to be between $185.0 million and $195.0 million.お知らせ • May 20Credo Technology Group Holding Ltd Launches PILOT A Diagnostic and Analytics Software Platform, Enhancing Link Reliability and Performance Across High-Speed Connectivity SolutionsCredo Technology Group Holding Ltd. introduced PILOT, its proprietary Predictive Integrity, Link Optimization, and Telemetry platform. Designed to support a full suite of Credo connectivity offerings --including SerDes IP, retimer ICs, and system-level Active Electrical Cables (AEC)--PILOT delivers advanced diagnostic and analytic capabilities along with mission mode telemetry establishing a new benchmark for link reliability and uptime stability. Engineered for the rigorous performance demands of hyperscale data centers, AI clusters, and cloud-scale infrastructure, PILOT empowers network administrators to detect, diagnose, and resolve signal degradation before it impacts workloads--dramatically reducing link flaps and minimizing costly system maintenance and down-time. Key Features of PILOT: Real-Time Link Integrity Monitoring: Includes received eye quality, signal to noise ratio, average and burst error rates on a per lane basis to detect subtle degradations before they trigger link instability. Minimized Link Flaps: Actively monitors and maintains consistent link health across SerDes, retimers, and AECs--reducing intermittent disconnects that can throttle throughput. Predictive Diagnostics: In conjunction with customers' telemetry systems, AI-powered analytics forecast potential failures, enabling preemptive intervention during maintenance windows to reduce system downtime. Intuitive Debug Environment: Rich GUI to examine logged telemetry, initiate trace capture and adjust performance metrics in real time. Secure, Customizable Architecture: Provides advanced security features, open APIs, optional secure boot and encrypted attestation reports to support a zero-trust security model. PILOT is now available for evaluation on Credo's PCIe retimers and will roll out across Credo's SerDes, retimers and system level AECs over the coming quarters. Early-access customers report best-in-class usability, faster deployment and improved consistency in dense rack-scale environments.お知らせ • May 15Credo Technology Group Holding Ltd to Report Q4, 2025 Results on Jun 02, 2025Credo Technology Group Holding Ltd announced that they will report Q4, 2025 results After-Market on Jun 02, 2025お知らせ • Apr 02Credo Technology Group Holding Ltd. Unveils the Lark Family - Setting A New Benchmark for Low-Power 800G Optical DSPsCredo Technology Group Holding Ltd. announced the release of the ultra-low power Lark optical Digital Signal Processor (DSP) family. The Lark family features two innovative optical DSP products. The Lark 800 is a high-performance, high-reliability, low-power DSP designed to enable a new generation of full retimed 800G transceivers destined for deployment in the exceedingly challenging power and cooling envelopes of the world's largest and most dense AI data centers. The Lark 850 is specifically designed for 800G Linear Receive Optics (LRO), with power consumption under 10W. Key Features: High Performance: Engineered for 800G optical transceivers, Lark represents Credo's fifth generation DSP architecture, equipped with capabilities to overcome challenging optical signal impairments. High Reliability: Engineered for robust performance in demanding environments, the Lark 800 incorporates innovative features for monitoring Ethernet link health. Low Power consumption: With a focus on minimizing energy consumption, the Lark family features programmable power-saving modes, setting a new benchmark for 800G efficiency. Scalability: Easily adaptable to a range of optical transceiver applications in either single mode or multi-mode architectures. Flexibility: Offering dedicated support for both fully retimed transceivers and LRO, the Lark family empowers customers to select the architecture that best suits their needs. The Lark family of DSPs is now available for order. For more information, visit www.credosemi.com or contact your local Credo sales representative.お知らせ • Mar 26Credo Technology Group Holding Ltd. to Showcase Ai Scale Out Fabric Featuring Credo Optical Dsps At Ofc 2025Credo Technology Group Holding Ltd. will showcase its latest optical solutions at the 50thOptical Fiber Communications (OFC) Conference, taking place April 1-3, 2025 at the Moscone Center in San Francisco. At OFC 2025, Credo will demonstrate a live AI scale-out network featuring single mode and multi-mode transceivers based on Credo digital signal processors (DSPs) with switches and network interface cards from leading vendors. The company will also showcase an 800G 2xDR4 transceiver consuming less than 10W of power and a 224Gb/s optical demonstration incorporating 3nm silicon. Visitors to Credo's booth will also experience the extension of PCIe technology to Active Electrical Cables (AECs), an innovative technology for high-performance networking and data center applications.Recent Insider Transactions • Mar 14Board Member recently sold Mex$27m worth of stockOn the 7th of March, Sylvia Acevedo sold around 32k shares on-market at roughly Mex$844 per share. This transaction amounted to 77% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$109m more than they bought in the last 12 months.Reported Earnings • Mar 06Third quarter 2025 earnings released: EPS: US$0.17 (vs US$0.003 in 3Q 2024)Third quarter 2025 results: EPS: US$0.17 (up from US$0.003 in 3Q 2024). Revenue: US$135.0m (up 154% from 3Q 2024). Net income: US$29.4m (up US$28.9m from 3Q 2024). Profit margin: 22% (up from 0.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.お知らせ • Mar 05Credo Technology Group Holding Ltd. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025Credo Technology Group Holding Ltd. provided earnings guidance for the fourth Quarter of Fiscal Year 2025. For the quarter, the company expected Revenue to be between $155.0 million and $165.0 million. GAAP gross margin is expected to be between 62.7% and 64.7%.お知らせ • Mar 04Credo's PCIe®? Retimer Successfully Passes PCI-SIG®? ComplianceCredo Technology Group Holding Ltd. announced that its PCI Express (PCIe) 5.0 specification capable "Toucan" retimer has successfully passed the testing at the PCI-SIG Compliance Workshop #133 in Taipei. This milestone confirms the retimer's compliance with the rigorous standards required for PCIe 5.0 technology integrations, and it now will be officially listed on the PCI-SIG Integrators List. The Toucan family of retimers offers PCIe specification compliance, but also best in class latency and reach to help enable system designers to build high-performance, robust PCIe systems.Board Change • Feb 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Clyde Hosein was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 13Credo Technology Group Holding Ltd to Report Q3, 2025 Results on Mar 04, 2025Credo Technology Group Holding Ltd announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 04, 2025Board Change • Jan 07Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Clyde Hosein was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 03Second quarter 2025 earnings released: US$0.025 loss per share (vs US$0.044 loss in 2Q 2024)Second quarter 2025 results: US$0.025 loss per share (improved from US$0.044 loss in 2Q 2024). Revenue: US$72.0m (up 64% from 2Q 2024). Net loss: US$4.23m (loss narrowed 36% from 2Q 2024). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry.お知らせ • Dec 03Credo Technology Group Holding Ltd Provides Earnings Guidance for the Third Quarter of Fiscal 2025Credo Technology Group Holding Ltd. provided earnings guidance for the third quarter of fiscal 2025. Revenue is expected to be between $115.0 million and $125.0 million.お知らせ • Nov 12Credo Technology Group Holding Ltd to Report Q2, 2025 Results on Dec 02, 2024Credo Technology Group Holding Ltd announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Dec 02, 2024お知らせ • Oct 15Credo Technology Group Holding Ltd Announces PCI Express 6 /7, Compute Express Link CXL 3.x Retimers, and AEC PCI Express Product Line at OCP Summit 2024Credo Technology Group Holding Ltd. (Credo) announced the company’s first Toucan PCI Express (PCIe) 6, Compute Express Link (CXL) 3.x and Magpie PCIe 7, CXL 4.x retimers and OSFP-XD 16x64GT/s (1Tb) PCIe6/CXL HiWire AECs. Credo will demonstrate the Toucan PCIe 6 retimers and HiWire AECs at the upcoming Open Compute Project (OCP) Summit October 15-17 in Booth 31 and the OCP Innovation Center. Building on Credo’s renowned Serializer/Deserializer (SerDes) technology, the new PCIe 6 and PCIe 7 retimers deliver industry-leading performance and power efficiency while being built on lower cost, more mature process nodes than competing devices. Credo will also include enhanced diagnostic tools, including an embedded logic analyzer and advanced SerDes tools driven by a new GUI designed to enable rapid bring up and debug of customer systems. Credo’s Toucan PCIe6/CXL3.x retimer, based on the TSMC N7 process technology, will sample in Q4, 2024. Toucan offers a full DSP SerDes to support PAM4 PCIe channels up to 43dB, enhanced diagnostic tools including an embedded logic analyzer, and x16 power of 11W. Credo’s Magpie PCIe7/CXL4.x retimer, based on the TSMC N5 process node, will begin sampling in second half 2025.お知らせ • Oct 10Credo Technology Group Holding Ltd Introduces 800G Hiwire Zeroflap Aecs to Support Ai Backend NetworksCredo Technology Group Holding Ltd. announced the new 800G ZeroFlap (ZF) family of HiWire Active Electrical Cables (AECs) reaching lengths of 7 m. These high-performance HiWire ZF AECs are designed to deliver highly reliable interconnect for artificial intelligence (AI) backend networks. Credo Introduces 800G HiWire ZeroFlap AECs For AI Backend Networks. Credo’s 800G HiWire ZF AECs build on Credo’s already successful HiWire AEC product family, with millions of units of HiWire AECs already deployed at tier one hyperscalers. With improved reach and signal integrity, the HiWire ZF AECs deliver zero soft link flaps to support the lossless backend RDMA network that AI clusters are built on. These 800G AECs benefit from the newest advances in liquid cooling, allowing the 7 m length to enable full host-to-switch connectivity in leading GPU clusters. The HiWire ZF family includes four new product offerings: 800G OSFP to OSFP; 800G OSFP to OSFP-RHS; 800G OSFP to 2OSFP-RHS; 800G OSFP to 2Q112. Credo will demonstrate the new HiWire ZF AEC cables at the upcoming Open Compute Project 2024 Summit (OCP) in San Jose, USA from Oct 15 – 17, 2024. Conference attendees are encouraged to visit Credo in booth #B31 to learn more about these new HiWire ZF AEC devices.Reported Earnings • Sep 06First quarter 2025 earnings released: US$0.058 loss per share (vs US$0.078 loss in 1Q 2024)First quarter 2025 results: US$0.058 loss per share (improved from US$0.078 loss in 1Q 2024). Revenue: US$59.7m (up 70% from 1Q 2024). Net loss: US$9.54m (loss narrowed 18% from 1Q 2024). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.お知らせ • Aug 27+ 1 more updateCredo Technology Group Holding Ltd Announces Appointment of Jim Laufman as Chief Legal Officer and Corporate SecretaryCredo Technology Group Holding Ltd. announced that Jim Laufman has been appointed Chief Legal Officer (CLO) and Corporate Secretary. Jim Laufman has led legal departments for several decades and served as general counsel for several public companies, including Integrated Device Technology, Marvell Technology, and Infinera Corporation. Most recently Jim served as Chief Legal Officer and Corporate Secretary for Automation Anywhere. Jim has a wide breadth of knowledge and significant experience in corporate governance, mergers and acquisitions, commercial contract negotiation, intellectual property licensing, litigation management, labor and employment matters, and enterprise risk management. Jim received his JD from Santa Clara University School of Law.Board Change • Aug 22Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Sylvia Acevedo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 08Credo Technology Group Holding Ltd to Report Q1, 2025 Results on Sep 04, 2024Credo Technology Group Holding Ltd announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Sep 04, 2024Reported Earnings • May 30Full year 2024 earnings released: US$0.18 loss per share (vs US$0.11 loss in FY 2023)Full year 2024 results: US$0.18 loss per share (further deteriorated from US$0.11 loss in FY 2023). Revenue: US$193.0m (up 4.8% from FY 2023). Net loss: US$28.4m (loss widened 71% from FY 2023). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Global Semiconductor industry.お知らせ • May 30Credo Technology Group Holding Ltd Provides Earnings Guidance for the First Quarter of Fiscal Year 2025Credo Technology Group Holding Ltd. provided earnings guidance for the First Quarter of Fiscal Year 2025. For the period, the company's Revenue is expected to be between $58.0 million and $61.0 million.Board Change • May 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Sylvia Acevedo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 10Credo Technology Group Holding Ltd to Report Q4, 2024 Results on May 29, 2024Credo Technology Group Holding Ltd announced that they will report Q4, 2024 results After-Market on May 29, 2024お知らせ • Apr 03Credo Technology Group Holding Ltd Announces Appointment of Clyde Hosein to Board of DirectorsCredo Technology Group Holding Ltd. announced the appointment of Clyde Hosein to the Company’s board of directors effective April 3, 2024. Mr. Hosein has more than 25 years of experience as a chief financial officer responsible for the finance and accounting functions of publicly traded companies. He has served on the board of directors of Dentsply Sirona Inc. since September 2020. He has been a member of the board of directors of Wolfspeed, since December 2005. Most recently he served as Chief Financial Officer of AliveCor Inc. from March 2021 to April 2023. Prior to AliveCor, Mr. Hosein served as Chief Financial Officer of Automation Anywhere Inc. from December 2017 to March 2021. From August 2013 to May 2017, he served as Executive Vice President and Chief Financial Officer of RingCentral Inc. His other senior level financial positions have included the following: Chief Financial Officer and Chief Operating Officer of Marvell Technology Group Ltd., Vice President and Chief Financial Officer of Integrated Device Technology Inc., and Chief Financial Officer at Candescent Technologies. Early in his career, he spent 14 years in financial and engineering roles at IBM Corporation.お知らせ • Mar 27Credo Technology Group Holding Ltd and Applied Optoelectronics, Inc Announces the Availability of Two New Multimode Designs Including A 400G QSFP-DD and an 800G OSFPCredo Technology Group Holding Ltd. and Applied Optoelectronics, Inc. announced the availability of two new multimode designs including a 400G QSFP-DD and an 800G OSFP. The 400G design is available as either an Active Optical Cable (AOC) or 400GBASE-SR8 transceiver based on the Credo Seagull 452, an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers. The 800G design is available as either an Active Optical Cable (AOC) or 800GBASE-SR8 transceiver based on the Credo Dove 800, an 8 x 100Gbps PAM4 DSP. Both designs feature industry leading performance and lower power consumption compared to previous generation solutions. The 400G and 800G designs from AOI will be showcased by Credo in booth #3601 as part of a live demonstration at the 2024 Optical Fiber Communications Conference and Exhibition (OFC) in San Diego, California from March 26 to 28. Samples of the AOI 400G QSFP-DD AOC are available for immediate shipment. The Seagull 452 DSP is an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers. It boasts exceptionally low-power consumption while incorporating Credo’s fourth generation DSP technology on both the electrical host and optical interfaces. This allows for extended host side reach supporting seamless operation over short and long PCB channels beyond the VSR specifications eliminating any manual tuning. On the optical side, the latest performance enhancements allow customers to relax the optical component specifications, thereby increasing manufacturing yields and lowering the overall transceiver cost. When paired with the Credo Teal 200 4 x 50Gbps TIA, Seagull 452 enables a complete 400G AOC or 400G SR8 transceiver solution offering enhanced performance, exceptionally low power, and optimized cost.お知らせ • Mar 21Credo Technology Group to Showcase Latest Optical Solutions at OFC 2024Credo Technology Group Holding Ltd. will showcase its latest optical solutions at the Optical Fiber Communications (OFC) Conference, taking place March 26-28 at the San Diego Convention Center in booth 3601. The company will showcase its latest optical solutions at the Optical Fiber Communications (OFC) Conference, taking place March 26-28 at the San Diego Convention Center in booth 3601. Credo will be hosting meetings by appointment only in a private demo area. The company will demonstrate a live AI cluster representation showcasing servers connected via a three-tier backend switch network. The backend network will highlight a wide range of optical connectivity options including thirteen different optical transceiver and AOC products supplied by participating Credo customers. The demonstration encompasses both top-of-rack (ToR) and end-of-row (EoR) network architectures employing 400G and 800G AEC and optical interconnectivity options for both 200G and 400G network interface cards (NICs). Also included for the switch-to-switch links, will be the first live public demonstration of 800G Linear Receive Optics (LRO) from three different transceiver vendors.お知らせ • Mar 20+ 1 more updateKeysight Technologies, Inc. and Credo Semiconductor Develop Joint Testbed That Demonstrates the First IEEE P802.3dj Draft Specification Compliant 1.6 Terabit Ethernet Measurement System Running Full Line Rate Layer 2 Ethernet Traffic on A Real World Hardware Development PlatformKeysight Technologies, Inc. and Credo Semiconductor set a new milestone by developing a joint testbed that demonstrates the first IEEE P802.3dj draft specification compliant 1.6 terabit (T) Ethernet measurement system running full line rate layer 2 Ethernet traffic on a real world hardware development platform. This demonstration provides proof that 1.6 terabit speed is possible and that its performance can be measured. To keep pace, network equipment manufacturers, silicon chip manufacturers, and data center operators must build and operate next generation 1.6T Ethernet networks. To help data center operators overcome any potential hurdles, network equipment and chip manufacturers must: Deliver higher speed and data throughput without increasing data center power and cooling requirements; Implement faster electrical lane speeds for the communication chips embedded in optical transceivers, switches, routers, servers, and test systems without compromising reliability or quality; Measure the performance of silicon chips, network equipment, and network interconnection devices during their quality assurance (QA) cycle in final product benchmark testing. In recognizing the challenges of deploying 1.6T Ethernet, Keysight, developed the industry's first working 1.6T Layer 2 traffic generation and measurement system, and is demonstrating it in a joint testbed with Credo. As 1.6T adoption gains momentum, establishing a testing framework early in the product development life cycle is critical to help speed time to market and enable confident deployment. Keysight, a leader in 400GE and 800GE testing is now helping companies prepare their 1.6T development plans and has the measurement systems needed for early adopter testing. Highlights of the Keysight and Credo testbed demonstration include: Operational 1.6T Layer 2 engine - The engine operates on an interface of 16 electrical lanes running at 106.25 gigabits per second (Gbps) per lane with Pulse Amplitude Modulation 4 (PAM4) signaling and Forward error Correction (FEC). This is also called 16 x 100G SERDES. Keysight hardware development test platform -With OSFP-XD front panel ports that can send and receive full line rate 1.6T layer 2 bi-directional traffic over a Credo provided 2-meter HiWire Active Electrical Cable (AEC). End users can utilize FEC measurements to assess the resilience of network equipment under different stress conditions, so they can confidently deploy devices, interconnects, and networking equipment into their production networks.お知らせ • Feb 29Credo Technology Group Holding Ltd. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2024Credo Technology Group Holding Ltd. provided earnings guidance for the fourth quarter of fiscal 2024. For the quarter, the company revenue is expected to be between $59.0 million and $62.0 million.Reported Earnings • Feb 28Third quarter 2024 earnings released: EPS: US$0.003 (vs US$0.019 in 3Q 2023)Third quarter 2024 results: EPS: US$0.003 (down from US$0.019 in 3Q 2023). Revenue: US$53.1m (down 2.2% from 3Q 2023). Net income: US$428.0k (down 85% from 3Q 2023). Profit margin: 0.8% (down from 5.2% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.お知らせ • Feb 13Credo Technology Group Holding Ltd to Report Q3, 2024 Results on Feb 27, 2024Credo Technology Group Holding Ltd announced that they will report Q3, 2024 results on Feb 27, 2024お知らせ • Feb 02Credo Technology Group Holding Ltd Launches 112G PAM4 SerDes IP for TSMC N3 Process TechnologyCredo Technology Group Holding Ltd. introduced its newest 112G PAM4 SerDes Intellectual Property (IP) family on TSMC's N3 and N7/N6 process technologies. These two new SerDes IPs complement Credo's available IP in TSMC's N5 process technology, which also includes the enhanced N4 version of the 5nm node. This comprehensive SerDes IP family supports a wide range of demands including long reach plus (LR+), long reach (LR), medium reach (MR) and very short reach plus (VSR), for applications including AI, machine learning, high performance compute, switching, security, and optical deployments. Credo's advanced DSP based 112G PAM4 Ser Des architectures were developed and proven on TSMC's 12nm process technology. The 12nm technology was then integrated into Credo's complete family of 112G per lane connectivity products for both copper and optical applications at 800G and 1.6T port rates. Credo then ported the 12nm, 112G SerDes to more advanced process technology nodes (N7/N6, N5/N4, and N3) - allowing customers to integrate the silicon proven technology into monolithic ASICs and chiplets. Software programmable innovations allows customers to optimize power and performance on a lane-by-lane basis, unleashing new levels of system level performance. These new 112G PAM4 Serdes IP were designed to meet the growing data needs of high-speed, data-intensive applications. Credo's SerDes technology enables silicon solution providers and OEMs to manufacture custom chip solutions which address new market opportunities, while delivering on critical performance and low-power system level requirements. All Credo IP solutions are supported with evaluation boards, simulation models, characterization reports, reliability reports, design libraries and a complete set of supporting documentation.お知らせ • Jan 10Credo Technology Group Holding Ltd Announces Executive ChangesCredo Technology Group Holding Ltd. announced that Kate Schuelke will join Credo as Chief Legal Officer (CLO) and Corporate Secretary on January 26, 2024. Ms. Schuelke brings more than 30 years of legal technology industry experience to Credo, having most recently served as CLO of Seagate Technology LLC where she oversaw all legal functions, including the global security and government relations teams. Ms. Schuelke will succeed Adam Thorngate-Gottlund, who has served as Credo’s General Counsel since 2016. Credo thanks Mr. Thorngate-Gottlund for his contributions and dedication to Credo. Kate Schuelke has more than 30 years of experience as legal counsel with a variety of technology companies overseeing intellectual property law, corporate governance, litigation, compliance, mergers and acquisitions, commercial transactions, global security and government relations. Kate was appointed as Seagate Technology’s Chief Legal Officer and Corporate Secretary in 2017. Prior to joining Seagate, Kate was Senior Vice President, General Counsel, and Secretary at Altera Corporation, during which time she helped negotiate that company's purchase by Intel. Earlier in her career, Kate held several positions of increasing responsibility at major law firms, both domestically and internationally, and was a Fulbright Scholar lecturer on U.S. intellectual property law while overseas. Kate received a Bachelor of Arts Degree in Economics from the University of Buffalo and received her Juris Doctor from New York University School of Law. Kate serves on the board of directors of SiTime Corporation.お知らせ • Dec 07Credo Technology Group Holding Ltd has completed a Follow-on Equity Offering in the amount of $175 million.Credo Technology Group Holding Ltd has completed a Follow-on Equity Offering in the amount of $175 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: $17.5 Discount Per Security: $0.7875Recent Insider Transactions • Dec 07Co-founder recently sold Mex$2.0m worth of stockOn the 1st of December, Chi Fung Cheng sold around 6k shares on-market at roughly Mex$313 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$4.3m. Chi Fung has been a net seller over the last 12 months, reducing personal holdings by Mex$14m.お知らせ • Dec 07Credo Technology Group Holding Ltd has filed a Follow-on Equity Offering in the amount of $10 million.Credo Technology Group Holding Ltd has filed a Follow-on Equity Offering in the amount of $10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: $1Reported Earnings • Dec 05Second quarter 2024 earnings released: US$0.044 loss per share (vs US$0.023 loss in 2Q 2023)Second quarter 2024 results: US$0.044 loss per share (further deteriorated from US$0.023 loss in 2Q 2023). Revenue: US$44.0m (down 14% from 2Q 2023). Net loss: US$6.62m (loss widened 97% from 2Q 2023). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Global Semiconductor industry.お知らせ • Nov 30+ 1 more updateCredo Technology Group Holding Ltd Provides Earnings Guidance for the Third Quarter of Fiscal 2024Credo Technology Group Holding Ltd. provided earnings guidance for the third quarter of fiscal 2024. For the quarter, the company revenue is expected to be between $51.0 million and $53.0 million.お知らせ • Nov 09Credo Technology Group Holding Ltd to Report Q2, 2024 Results on Nov 29, 2023Credo Technology Group Holding Ltd announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 29, 2023お知らせ • Oct 17Credo Technology Group Holding Ltd. Introduces HiWire Pluggable Patch Panel(P3) to Support Coherent Optics & Core Switching EvolutionCredo Technology Group Holding Ltd. announced sample availability of its HiWire Pluggable Patch Panel (HiWire P3). The Credo HiWire P3 enables service providers and hyperscalers the freedom to dec couple pluggable optics from core switching and routing hardware using Credo's HiWire Active Electrical Cables (AECs). The HiWire P3 is a single rack unit (1RU), 32 port QSFP-DD appliance that allows standard pluggable optics to directly connect to an AEC without the use of a switch chip. The HiWire P3 provides power, cooling, and controlplane access supporting three important use cases: Enabling coherent optics such as ZR+ to be used on lower-cost and smaller buffer switches which may currently lack the power and cooling envelope, or the software required to directly support them. Enabling switch and router port speeds to be decoupled from optics speed without having to slow ports down, thereby sacrifice radix and cost, through the use of speed shifting AECs. Enabling EDFA amplifiers to be hosted in HiWire P3 ports at lower-cost and lower-power overhead, rather than consuming valuable switch or router ports.お知らせ • Sep 07+ 2 more updatesCredo Technology Group Holding Ltd Introduces Monolithically Integrated Cmos Vcsel Driver in an 800G DspCredo Technology Group Holding Ltd. introduced the new Dove 800D and 410D PAM4 DSPs ICs to accelerate time-to-market and address the increasing bandwidth requirements of hyperscale customers, AI backend clusters and general compute applications. These 8x100G and 4x100G per lane devices incorporate VCSEL drivers and fourth generation DSP technology which combined, creates an optimized, high-performance, small footprint solution that meets the increasingly stringent energy efficiency requirements of hyperscalers. The Dove 800D and 410D DSPs are tailored for multimode optical fiber (MMF) applications. New buildouts require an increasing number of optical fiber connections driven by applications such as AI and machine learning. The majority of this traffic is sent over short links using optical SR4/SR8 modules or AOCs. Dove 800D and 410DD DSPs, with integrated VCSEL drivers, address this market and enable customers to simplify their PCB design while reducing overall module costs. The Dove 800D is ideal for next-generation, low-power, high-performance 2x400G, or 1x800G OSFP and QSFP-DD800 optical transceivers. The Dove 410D is optimized for 2x200G or 1x400G QSFP112 optical transceivers. Both devices include integrated Credo VCSEL drivers. Dedicated PLLs for each transmit and receive data lane enable a wide range of breakout applications. High-performance optical and electrical host side DSP technology, together with specialized performance enhancing features, compensate for optical and electrical impairments while maintaining low power dissipation. Dove 800D and Dove 410D Key Features and Technical Benefits: 100G PAM4 on both the electrical host and optical line side. Fourth generation DSPs on optical side and electrical side deliver industry leading sensitivity and Bit Error Rate performance, providing margin for component variation and high-volume manufacturing. Line side Rx performance-enhancing features tailored to address optical impairments in stressful MMF environment. Integrated 100G VCSEL drivers with programmable laser currents to optimize module layout and reduce BOM costs. High-performance transmitters come with multi-tap FIR filters, allowing precision optimization at both the module electrical connector and optical interface. Host side interface supports extended PCB reach without the need for customized per-channel settings. Independent phase locked loops per channel support flexible breakout configurations including 2x400G, 4x200G and 8x100G. Full suite of test features and loopbacks simplifies lab bring up and production testing to reduce time-to-market. Low-power dissipation enables higher rack utilization and lower thermal cooling requirements. Availability: Samples of the Dove 800D and Dove410D are available now. All Credo product offerings are supported by evaluation boards, simulation models, characterization reports, reliability reports, design libraries. and a complete set of supporting documentation.お知らせ • Aug 25Credo Technology Group Holding Ltd Provides Earnings Guidance for the Second Quarter of Fiscal 2024Credo Technology Group Holding Ltd. provided earnings guidance for the second quarter of fiscal 2024. For the quarter, the company expects revenue to be between $42.0 million to $44.0 million.お知らせ • Aug 22Credo Technology Group Holding Ltd, Annual General Meeting, Oct 17, 2023Credo Technology Group Holding Ltd, Annual General Meeting, Oct 17, 2023, at 13:00 Pacific Standard Time. Location: Credo Semiconductor Inc., 110 Rio Robles San Jose California United States Agenda: To elect the three Class II director nominees to hold office until the earlier of the 2026 Annual General Meeting or their resignation or removal; to select, on an advisory basis, the frequency of future shareholder advisory votes on the compensation of the Company’s named executive officers; and to ratify the selection of Ernst & Young LLP as the Company’s independent registered public accounting firm for its fiscal year ending April 27, 2024.お知らせ • Aug 11Credo Technology Group Holding Ltd to Report Q1, 2024 Results on Aug 24, 2023Credo Technology Group Holding Ltd announced that they will report Q1, 2024 results After-Market on Aug 24, 2023New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (Mex$9.6m sold).業績と収益の成長予測BMV:CRDO N - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数4/30/20294,5471,7891,786N/A54/30/20283,5771,4751,593N/A164/30/20272,435987874N/A165/2/20261,335472N/AN/AN/A1/31/20261,068340284340N/A11/1/2025796212144178N/A8/2/202560012593126N/A5/3/2025437522965N/A2/1/20253285-2411N/A11/2/2024246-24-306N/A8/3/2024218-26-151N/A4/27/2024193-281733N/A1/27/2024164-34017N/A10/28/2023165-31-315N/A7/29/2023173-28-1012N/A4/29/2023184-17-46-25N/A1/28/2023190-6-38-10N/A10/29/2022167-9-30-6N/A7/30/2022142-10-56-34N/A4/30/2022106-22-48-31N/A1/31/202289-20-52-45N/A10/31/202170-25-59-52N/A7/31/202158-35-53-46N/A4/30/202159-28-48-42N/A4/30/202054N/AN/A-10N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CRDO Nの予測収益成長率 (年間27.5% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: CRDO Nの収益 ( 27.5% ) はMX市場 ( 8.8% ) よりも速いペースで成長すると予測されています。高成長収益: CRDO Nの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: CRDO Nの収益 ( 26.9% ) MX市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: CRDO Nの収益 ( 26.9% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CRDO Nの 自己資本利益率 は、3年後には高くなると予測されています ( 32.3 %)成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 05:16終値2026/06/09 00:00収益2026/05/02年間収益2026/05/02データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Credo Technology Group Holding Ltd 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Janco VenterArete Research Services LLPThomas O'MalleyBarclaysKarl AckermanBNP Paribas15 その他のアナリストを表示
お知らせ • Jun 02Credo Technology Group Holding Ltd Provides Earnings Guidance for the First Quarter Ending August 1, 2026Credo Technology Group Holding Ltd. provided earnings guidance for the first quarter ending August 1, 2026. For the quarter, the company’s revenue is expected to be between $465.0 million and $475.0 million.
お知らせ • Mar 03Credo Technology Group Holding Ltd. Provides Revenue Guidance for the Fourth Quarter Ending May 2, 2026Credo Technology Group Holding Ltd. provided revenue guidance for the fourth quarter ending May 2, 2026. Revenue is expected to be between $425.0 million and $435.0 million. GAAP gross margin is expected to be between 63.9% and 65.9%.
お知らせ • Feb 10+ 2 more updatesCredo Technology Group Holding Ltd Revises Earnings Guidance for the Third Quarter Fiscal Year 2026Credo Technology Group Holding Ltd. revised earnings guidance for the third quarter fiscal year 2026. Credo expects to report third quarter fiscal year 2026 revenue in the range of $404 million to $408 million, above the high-end of Credo’s previously announced third quarter guidance range of $335 million and $345 million.
お知らせ • Dec 02Credo Technology Group Holding Ltd Provides Revenue Guidance for the Third Quarter of Fiscal 2026Credo Technology Group Holding Ltd. provided revenue guidance for the third quarter of fiscal 2026. Revenue is expected to be between $335.0 million and $345.0 million.
お知らせ • Sep 04Credo Technology Group Holding Ltd. Provides Earnings Guidance for the Three Months Ending November 1, 2025Credo Technology Group Holding Ltd. provided earnings guidance for the three months ending November 1, 2025. Revenue is expected to be between $230.0 million and $240.0 million. GAAP gross margin is expected to be between 63.5% and 65.5%.
お知らせ • Jun 03Credo Technology Group Holding Ltd Provides Earnings Guidance for the Year 2026Credo Technology Group Holding Ltd. provided earnings guidance for the year 2026. For the fiscal year 2026, The company expects revenue to exceed $800 million for year-over-year growth in excess of 85%.
Recent Insider Transactions • Jun 08Co-founder recently sold Mex$27m worth of stockOn the 3rd of June, Chi Fung Cheng sold around 7k shares on-market at roughly Mex$3,675 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$28m. Chi Fung has been a net seller over the last 12 months, reducing personal holdings by Mex$227m.
Reported Earnings • Jun 02Full year 2026 earnings released: EPS: US$2.65 (vs US$0.31 in FY 2025)Full year 2026 results: EPS: US$2.65 (up from US$0.31 in FY 2025). Revenue: US$1.34b (up 206% from FY 2025). Net income: US$472.3m (up US$420.1m from FY 2025). Profit margin: 35% (up from 12% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has increased by 141% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 02Credo Technology Group Holding Ltd Provides Earnings Guidance for the First Quarter Ending August 1, 2026Credo Technology Group Holding Ltd. provided earnings guidance for the first quarter ending August 1, 2026. For the quarter, the company’s revenue is expected to be between $465.0 million and $475.0 million.
お知らせ • May 14Credo Technology Group Holding Ltd to Report Q4, 2026 Results on Jun 01, 2026Credo Technology Group Holding Ltd announced that they will report Q4, 2026 results After-Market on Jun 01, 2026
Recent Insider Transactions • Apr 23Chief Legal Officer & Secretary recently sold Mex$28m worth of stockOn the 15th of April, James Laufman sold around 10k shares on-market at roughly Mex$2,838 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$351m more than they bought in the last 12 months.
Recent Insider Transactions • Apr 07Chief Financial Officer recently sold Mex$8.9m worth of stockOn the 5th of April, Daniel Fleming sold around 5k shares on-market at roughly Mex$1,812 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Daniel's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$1,570, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Semiconductor industry globally. Total returns to shareholders of 913% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,242 per share.
お知らせ • Mar 28Credo Technology Group Holding Ltd and Te Connectivity Corporation Reach Settlement in Active Electrical Cable DisputesCredo Technology Group Holding Ltd. and TE Connectivity Corporation have reached a license and settlement agreement relating to AEC technology. Based on this agreement, all lawsuits between the two companies will be promptly dismissed. The terms of the agreement remain confidential.
お知らせ • Mar 27Credo Technology Group Holding Ltd and Molex LLC Reach Settlement in Patent Infringement DisputesCredo Technology Group Holding Ltd. had reached a cross-license and settlement agreement with Molex, LLC. Based on this agreement, the lawsuits will be promptly dismissed, bringing an end to all patent disputes between the two companies. The terms of the agreement remain confidential.
お知らせ • Mar 17+ 2 more updatesCredo Technology Group Holding Ltd Introduces Robin 800G Optical Dsp Family Tailored for Next Wave of Ai ApplicationsCredo Technology Group Holding Ltd. announced the launch of its Robin optical digital signal processor (DSP) family. The Robin optical DSP family is designed to meet the growing performance, power efficiency, and scalability demands of AI-driven data center networks. Built on Credo’s advanced sixth-generation DSP architecture, the Robin 800G and 400G devices deliver enhanced signal integrity, reduced power consumption, and flexible deployment options, enabling hyperscale operators and system vendors to accelerate AI infrastructure deployments. Credo’s Robin 800 series of DSPs are engineered for AI-optimized 800G transceivers, delivering enhanced signal integrity, reduced power consumption, and flexible deployment options. The Robin family's highly compact substrate saves up to 50% PCB space versus competing devices, simplifying layouts and reducing manufacturing costs. Credo’s Robin 800 series of DSPs are engineered for AI-optimized 800G transceivers. Highly integrated and flexible, the Robin family includes dedicated variants for both fully retimed transceivers and Linear Receive Optics (LRO) with integrated Silicon Photonics (SiPh) and EML drivers. Integrated, low-power, high-swing laser drivers capable of operating up to 3.3Vpp. A highly compact substrate saves up to 50% PCB space versus competing devices, simplifying layouts and reducing manufacturing costs. Credo’s Robin family is well positioned to capitalize on this tremendous market demand with DSPs that address supply and cost concerns while meeting the bandwidth and power requirements of next-generation AI infrastructure. Key Features of Credo’s Robin 800G Optical DSP Family: Energy-efficiency with low-power, high-swing laser drivers capable of operating up to 3.3Vpp. Exceptionally compact substrate saves up to 50% PCB space versus competing devices. Designed for low-cost manufacturing using standard PCB materials and SMT processes. Superior receiver sensitivity and BER performance to overcome the toughest optical channel impairments. Includes a rich set of innovative Ethernet link health monitoring features, built for robust operation in demanding environments. Robin Family Variants: Robin 800: 800G DSP optimized for multimode applications. Robin 802: 800G DSP with integrated SiPh and EML driver for single-mode applications. Robin 850: 800G LRO DSP optimized for multimode applications. Robin 852: 800G LRO DSP with integrated SiPh and EML driver for single-mode applications. Robin 400: 400G DSP optimized for multimode applications. Robin 402: 400G DSP with integrated SiPh and EML driver for single-mode applications. Credo’s Robin DSP family is available now.
お知らせ • Mar 12Credo Technology Group Holding Ltd Showcases Optical Solutions for AI Scale-Out Fabrics at OFC 2026Credo Technology Group Holding Ltd. showcased its latest optical product portfolio and technology advancements at the 2026 Optical Fiber Communication Conference and Exhibition (OFC). OFC 2026 will take place March 15-19 at the Los Angeles Convention Center. Credo Booth Demonstration Highlights (Booth #1449 in South Hall), March 17-19: ZeroFlap Optics for AI Scale-Out: A live, system-level demonstration of 400G and 800G ZeroFlap (ZF) optical transceivers in an AI network fabric showcasing advanced, real-time link telemetry powered by PILOT. 400G & 800G Backend Network: A live AI scale-out network demonstration featuring Credo optical DSPs powering transceivers from our customers. 1.6T LRO Transceiver with Bluebird DSP: 1.6T LRO module based on Credo’s 3nm Bluebird DSP demonstrating high performance, low bit error rate (BER) and exceptional signal quality. Gen6 PCIe Over ZeroFlap AECs: PCIe root complex connected to a NIC via PCIe AEC cable running at Gen6 speeds, extending channel reach and enabling rack-to-rack PCIe connectivity. The demonstration highlights real-time telemetry and diagnostics through the PILOT platform via OpenBMC. 1.6T ZeroFlap AEC Cable: Credo 1.6T AECs powering next-gen AI with 3nm DSP technology at 200G/lane. 1.6T ZeroFlap AECs: Highlights Credo 1.6T AECs in next-generation Vera Rubin GPU NVL144 platform and Credo 1.6T AECs in next-generation Kyber Ultra NVL576 platform (static demos). Technical Conference Program Presentation Improved Multi-Path Interference Detection with Calibrated Variance Difference Wednesday, March 18 at 4:30 pm in Room 515B Credo Presenter: Likai Zhu, Principal Optical System Engineer Credo Authors: Likai Zhu, Principal Optical System Engineer; Junqing Sun, Vice President, Architecture; Nina Krainova, Optical Systems Applications Engineer; and Tianchen Luo, System Design Engineer Director. Lightwave Innovation Reviews Honors Credo’s ZeroFlap (ZF) optical transceivers have received 2026 Lightwave Innovation Review honors and will be recognized at an awards ceremony at OFC. To request a meeting or product demo, please contact sales@credosemi.com.
Reported Earnings • Mar 03Third quarter 2026 earnings released: EPS: US$0.86 (vs US$0.17 in 3Q 2025)Third quarter 2026 results: EPS: US$0.86 (up from US$0.17 in 3Q 2025). Revenue: US$407.0m (up 202% from 3Q 2025). Net income: US$157.1m (up 435% from 3Q 2025). Profit margin: 39% (up from 22% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has only increased by 102% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 03Credo Technology Group Holding Ltd. Provides Revenue Guidance for the Fourth Quarter Ending May 2, 2026Credo Technology Group Holding Ltd. provided revenue guidance for the fourth quarter ending May 2, 2026. Revenue is expected to be between $425.0 million and $435.0 million. GAAP gross margin is expected to be between 63.9% and 65.9%.
お知らせ • Mar 02Credo Technology Group Holding Ltd (NasdaqGS:CRDO) acquired CoMira Solutions.Credo Technology Group Holding Ltd (NasdaqGS:CRDO) acquired CoMira Solutions on March 2, 2026. The CoMira team of designers and engineers will enable upcoming features in support of Credo’s scale-up and scale-out AI products across multiple protocols including Ethernet, ESUN, UALink and PC. As part of the transaction, CoMira team would join Credo. Credo Technology Group Holding Ltd (NasdaqGS:CRDO) completed the acquisition of CoMira Solutions on March 2, 2026.
お知らせ • Feb 11Credo Technology Group Holding Ltd.'S Toucan PCIe Retimer Achieves Pci-Sig ComplianceCredo Technology Group Holding Ltd. announced that its PCIe®? 6.0 technology-capable Toucan PCIe retimer has earned PCI-SIG®? compliance at 32.0 GT/s. This validation enables customers to deploy Toucan confidently in PCIe 6.0 technology and previous generation systems, avoiding compatibility and debugging challenges common with legacy-only solutions while preparing for future PCIe technology transitions. Credo's production-ready 7nm PCIe 6.0 technology-capability Toucan PCIe retimer has been validated as PCI-SIG compliant at PCIe 5.0 technology speeds, ensuring interoperability, signal integrity, and low-power performance across industry-standard platforms. This validation enables customers to deploying Toucan confidently in PCIe 6.,0 technology and previous generation systems., avoiding compatibility and debugging challenges common With legacy-only solutions while preparingfor future PCIe technology transitions. Cred's PCIe retimer solutions enable signal integrity to be restored across longer distances at high performance, providing high-speed connectivity and reliability for AI rack-scale, disaggregated and multi-rack architectures. Toucan retimers address integration challenges in AI, HPC, and accelerated compute environments with: PCI-SIG-compatible PCIe 5.0 technology interoperability, Low-power design for dense accelerator platforms, Advanced debug and diagnostics through PILOT tool, Architecture aligned with PCIe 7.0 technology roadmaps. Key Customer Benefits: Proven PCI-SIG compliance; High performance with reliable operation across high-loss channels; Deep diagnostics for faster bring-up and streamlined qualification using PILOT software; Simplified and low-risk migration to future PCIe technology generations. Ideal for hyperscaler and AI deployments, Toucan retimers combine performance, power efficiency, compliance, and diagnostics to accelerate platform stability and roadmap alignment.
お知らせ • Feb 10+ 2 more updatesCredo Technology Group Holding Ltd Revises Earnings Guidance for the Third Quarter Fiscal Year 2026Credo Technology Group Holding Ltd. revised earnings guidance for the third quarter fiscal year 2026. Credo expects to report third quarter fiscal year 2026 revenue in the range of $404 million to $408 million, above the high-end of Credo’s previously announced third quarter guidance range of $335 million and $345 million.
お知らせ • Jan 29Credo Technology Group Holding Ltd Introduces 224G Multiprotocol AI Scale-Up Retimer Supporting UALink, ESUN and EthernetCredo Technology Group Holding Ltd. announced its Blue Heron 224G AI scale-up retimer, optimized to support the growing need for extended cable and PCB backplane links using UALink, ESUN, and Ethernet protocols. Key points: Credo's Blue Heron 224G AIscale-up retimer supports multiple protocols that include UALink, ESUN., and Ethernet. Blue Heron allows full recovery of a 40+dB 224G link to enable rack-scale cable backplanes and flexible placement of GPUs and switch ICs to support AI scale-up applications. Blue Heron is built in an advanced 3nm process using Credo's high-performance 224G SerDes. 224G scale-up cable backplanes have a challenging electrical budget which has limited them to a half rack of span, forcing GPU and switch ICs to be physically located at the back of trays. Blue Heron is a multiprotocol retimer which enables full recovery of a 40 +dB 224G link.
Recent Insider Transactions • Jan 20Lead Independent Director recently sold Mex$6.3m worth of stockOn the 13th of January, Sylvia Acevedo sold around 2k shares on-market at roughly Mex$2,843 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$27m. Insiders have been net sellers, collectively disposing of Mex$356m more than they bought in the last 12 months.
Recent Insider Transactions • Jan 16Lead Independent Director recently sold Mex$6.3m worth of stockOn the 13th of January, Sylvia Acevedo sold around 2k shares on-market at roughly Mex$2,843 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$27m. Insiders have been net sellers, collectively disposing of Mex$356m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 31Chief Legal Officer & Secretary recently sold Mex$27m worth of stockOn the 24th of December, James Laufman sold around 10k shares on-market at roughly Mex$2,688 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$39m. Insiders have been net sellers, collectively disposing of Mex$350m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 10Lead Independent Director recently sold Mex$6.3m worth of stockOn the 5th of December, Sylvia Acevedo sold around 2k shares on-market at roughly Mex$3,369 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$39m. Insiders have been net sellers, collectively disposing of Mex$332m more than they bought in the last 12 months.
New Risk • Dec 03New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Significant insider selling over the past 3 months (Mex$91m sold).
お知らせ • Dec 02Credo Technology Group Holding Ltd Provides Revenue Guidance for the Third Quarter of Fiscal 2026Credo Technology Group Holding Ltd. provided revenue guidance for the third quarter of fiscal 2026. Revenue is expected to be between $335.0 million and $345.0 million.
お知らせ • Nov 13Credo Technology Group Holding Ltd to Report Q2, 2026 Results on Dec 01, 2025Credo Technology Group Holding Ltd announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Dec 01, 2025
お知らせ • Nov 04Credo Technology Group Holding Ltd Unveils Industry's First Memory Fanout Gearbox for Scalable, High-Bandwidth AI InferenceCredo Technology Group Holding Ltd. announced Weaver, a memory fanout gearbox that significantly boosts memory bandwidth and memory density to optimize computing efficiency of AI accelerators or xPUs. Credo's OmniConnect family, in which Weaver is the first member, encompasses solutions designed to address scale up and scale out concerns for AI buildouts. Weaver is engineered to overcome the memory bottlenecks in AI inference workloads, delivering unparalleled scalability, bandwidth, and efficiency for next-generation data center and AI applications. AI inference workloads are increasingly limited by memory quantity and throughput rather than compute power. Traditional memory solutions, such as LPDDR5X/GDDRX, face constraints in bandwidth, density, and power consumption, restricting system performance and scalability. High Bandwidth Memory (HBM) suffers from very high cost, limited availability, and density issues. Weaver leverages advanced 112G very short reach (VSR) SerDes and Credo's proprietary design to boost I/O density by up to 10x, enabling up to 6.4TB of memory and 16TB/s bandwidth using LPDDR5X--far surpassing conventional architectures. The Credo OmniConnect 112G VSR interface is available for design-in now. The Credo Weaver memory fanout gearbox is scheduled to be available in 2H of 2026 from Credo.
お知らせ • Oct 29Credo Technology Group Holding Ltd Announces Board ChangesCredo Technology Group Holding Ltd. announced that on October 23, 2025, Lip-Bu Tan, a member of the board of directors, resigned from the Board, effective October 23, 2025. The Company further announced that, effective October 27, 2025, the Board elected Brian Kelleher as a Class III director to fill the vacancy resulting from Mr. Tan's resignation from the Board, to serve until the expiration of the term of the Class III directors at the Company's annual meeting of stockholders to be held in 2027 or until his successor is duly elected and qualified, or until his earlier death, resignation or removal. The Board determined that Mr. Kelleher qualifies as an independent director pursuant to the rules and regulations of the U.S. Securities and Exchange Commission and the listing standards of the Nasdaq Stock Market. Mr. Kelleher, 62, served as Senior Vice President of Hardware Engineering at NVIDIA from 2005 through 2024, most recently leading the GPU product development organization. Prior to 2005, Mr. Kelleher served as Vice President of Hardware Engineering at NVIDIA. Prior to joining NVIDIA in 2000, Mr. Kelleher was Vice President of Hardware Engineering at 3dfx Interactive Inc. Earlier, Mr. Kelleher founded Dynamic Pictures, where he held various positions including Chief Executive Officer, Executive Vice President and Chief Technical Officer. Prior to starting Dynamic Pictures, Mr. Kelleher spent eight years at Digital Equipment Corp., where he served as head graphics designer for the MIPS-based development team in Palo Alto, California. Mr. Kelleher holds a Bachelor of Science degree in Computer Science from Brown University.
お知らせ • Oct 14+ 1 more updateCredo Technology Group Holding Ltd Unveils ZeroFlap Optical Transceivers - A Reliability Revolution for Optics in AI NetworksCredo Technology Group Holding Ltd. announced its ZeroFlap (ZF) optical transceiver product line supporting 400G, 800G, and 1.6T network speeds. The ZF optical transceiver product portfolio is designed to enable better management and mitigation of optical link flaps -- an issue whereby a link will repeatedly connect and disconnect in quick succession -- providing a new level of network stability and productivity to AI backend networks. At OCP Global Summit 2025, Credo introduces system-level optical approach with ZeroFlap optical transceivers and PILOT diagnostics. The new ZF optical transceivers utilize Credo's PILOT1 platform to address optical transceiver reliability in AI networks through system hardening, advanced telemetry, and remote management. As AI cluster sizes scale beyond 1GW, transceiver reliability has proven to be a limiting factor in cluster stability and uptime. Furthermore, customer demand for bare-metal GPU instances limits the operators' ability to manage GPU facing optics. Credo's ZF optical transceivers solve these issues through: Mission mode optical link quality monitoring, including Bit Error Rates (BER), Forward Error Correction (FEC) histograms and multipath interference (MPI) indicating contamination in optical connections; Transparent, in-band messaging enables comprehensive optical link management from either endpoint, supporting bare-metal deployments, and heterogeneous operating system environments; On transceiver, non-volatile, event logging for debug and auditing purposes; PILOT platform extensions, residing on network switches, for optics telemetry extraction and streaming to monitoring agents, initially supporting SONiC and other switch operating systems; Enhanced component hardening and proactive self-diagnostics to detect impending failures such as laser degradation or electrostatic discharge related damage. ZeroFlap Optics and the Open Compute Project: As part of commitment to standardization, Credo will contribute the ZF optical specification to a new Optics Reliability Workstream that Credo and Oracle will chair inside the Open Compute Project (OCP) Foundation. ZF Optical transceiver operation in booth B23. Availability: Credo ZF optical transceivers are now sampling.
Recent Insider Transactions • Oct 10Co-founder recently sold Mex$39m worth of stockOn the 6th of October, Chi Fung Cheng sold around 14k shares on-market at roughly Mex$2,771 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chi Fung has been a net seller over the last 12 months, reducing personal holdings by Mex$200m.
お知らせ • Oct 07Credo Technology Group Holding Ltd has filed a Follow-on Equity Offering in the amount of $750 million.Credo Technology Group Holding Ltd has filed a Follow-on Equity Offering in the amount of $750 million. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Sep 30Credo Technology Group Holding Ltd (NasdaqGS:CRDO) acquired Hyperlume Inc.Credo Technology Group Holding Ltd (NasdaqGS:CRDO) acquired Hyperlume Inc. on September 29, 2025. As part of the acquisition, Hyperlume Inc.'s team will join Credo Technology Group Holding Ltd. Credo Technology Group Holding Ltd (NasdaqGS:CRDO) completed the acquisition of Hyperlume Inc. on September 29, 2025.
お知らせ • Sep 24+ 1 more updateCredo Technology Group Holding Ltd Launches 224G PAM4 SerDes IP on TSMC N3 Process TechnologyCredo Technology Group Holding Ltd. introduced its 224G PAM4 SerDes Intellectual Property (IP) on TSMC's N3 technology. The new 224G PAM4 IP offering brings Credo's high-performance, power-efficient SerDes technologies with fabrication on an advanced process technology from TSMC to provide the foundation for the design of high-bandwidth, low-latency 1.6Tbps port connectivity solutions. The 224G per lane data transmission provides the networking backbone which is critical for the deployment of next-generation AI, cloud computing and hyperscale applications. The 1.6Tbps networking market is projected to reach $13B by 2028 with ramp beginning at the end of this year, according to Alan Weckel, Founder and Analyst, 650 Group. Credo's comprehensive SerDes IP family includes a wide range of signaling options that span 28G to 224G and reach options that include long reach plus (LR+), long reach (LR), medium reach (MR) and very short reach plus (VSR). Credo's SerDes technology enables silicon solution providers and OEMs to manufacture custom chip solutions which address new market opportunities, while delivering on critical performance and low-power system-level requirements. All Credo IP solutions are supported with evaluation boards, simulation models, characterization reports, reliability reports, design libraries and a complete set of supporting documentation.
お知らせ • Sep 10Credo Technology Group Holding Ltd Unveils Bluebird 1.6T Optical DSP for Low-Power, High-Bandwidth, and Ultra-Low Latency AI NetworksCredo Technology Group Holding Ltd. announced its high-performance, low-power Bluebird Digital Signal Processor (DSP) for 1.6Tbps optical transceivers. This breakthrough technology enables energy-efficient 224Gbps per lane PAM4 data transmission essential to unlocking the advanced computational power of GPU silicon. Next-generation AI networks require high-bandwidth, ultra-low latency, extreme reliability, and exceptional power efficiency. Many existing 1.6T transceivers suffer from high levels of power dissipation, constraining deployments due to the challenges with cooling and power delivery. This places limits on the widespread adoption of 1.6T technology. The Credo Bluebird DSP aims to address these challenges by leveraging advanced CMOS process technology and Credo's proprietary design techniques to deliver power efficiency, allowing 1.6T transceivers divers to consume well under 20W. Next-generation AI networks requires high-bandwidth, ultra -low latency, extreme reliability, and exceptional power efficiency. many existing 1.6T transceivers suffer from high levels of Power dissipation, constraining deployments Due to the challenges with cooling and Power delivery. This places limits on The Credo Bluebird DSP aims to address these challenges by leverage advanced CMOS process technology and Credo's proprietary design techniques to delivering power efficiency, allowing 1.6T transceivers to consume well under 20W". Bluebird features four or eight lanes of 224Gbps PAM4 to support high density 800G, or high-capacity 1.6T optical transceivers. It is available in full DSP and Linear Receive Optics (LRO) variants to address a wide variety of networking architecture options for both scale-up and scale-out use cases. To reduce bottlenecks in GPU-to-GPU communications, Bluebird has been carefully architected to maintain latency below 40ns in each direction. This ultra-low latency enhances computational efficiency and performance during large language model (LLM) training as well as inference. Bluebird also includes a suite of telemetry features to enable link monitoring and diagnostics, maximizing system uptime and reliability. These same features further assist with failure isolation, debug, and production testing. For seamless optical transceiver integration, optical component selection and host ASIC interoperability, the Bluebird DSP integrates a strategically tailored suite of performance optimization features for both electrical and optical interfaces. These features can be dynamically enabled to maximize link margin in challenging environments or disabled to optimize energy consumption in dense clusters. Optional IEEE compliant inner and outer Forward Error Correction (FEC) are included to support fiber reaches of 500 m, 2 km and beyond, allowing customers to leverage a common design for different applications. The Bluebird DSP is now available. For more information, contact local Credo sales representative.
Reported Earnings • Sep 05First quarter 2026 earnings released: EPS: US$0.37 (vs US$0.058 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.37 (up from US$0.058 loss in 1Q 2025). Revenue: US$223.1m (up 274% from 1Q 2025). Net income: US$63.4m (up US$72.9m from 1Q 2025). Profit margin: 28% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.
お知らせ • Sep 04Credo Technology Group Holding Ltd. Provides Earnings Guidance for the Three Months Ending November 1, 2025Credo Technology Group Holding Ltd. provided earnings guidance for the three months ending November 1, 2025. Revenue is expected to be between $230.0 million and $240.0 million. GAAP gross margin is expected to be between 63.5% and 65.5%.
お知らせ • Aug 27Credo Technology Group Holding Ltd and Volex plc Reach Settlement in Active Electrical Cable Patent Infringement DisputeCredo Technology Group Holding Ltd. has reached a license and settlement agreement with Volex plc related to Credo's patents covering Credo's active electrical cable technology. Based on this agreement, the lawsuit between the parties will be promptly withdrawn, bringing an end to their patent dispute.
お知らせ • Aug 26Credo Technology Group Holding Ltd, Annual General Meeting, Oct 13, 2025Credo Technology Group Holding Ltd, Annual General Meeting, Oct 13, 2025. Location: credo semiconductor inc., 110 rio robles, california 95134., san jose United States
お知らせ • Aug 13Credo Technology Group Holding Ltd to Report Q1, 2026 Results on Sep 03, 2025Credo Technology Group Holding Ltd announced that they will report Q1, 2026 results After-Market on Sep 03, 2025
Reported Earnings • Jul 03Full year 2025 earnings released: EPS: US$0.31 (vs US$0.18 loss in FY 2024)Full year 2025 results: EPS: US$0.31 (up from US$0.18 loss in FY 2024). Revenue: US$436.8m (up 126% from FY 2024). Net income: US$52.2m (up US$80.6m from FY 2024). Profit margin: 12% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.
Recent Insider Transactions • Jun 20Insider recently sold Mex$14m worth of stockOn the 11th of June, James Laufman sold around 10k shares on-market at roughly Mex$1,354 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$161m. Insiders have been net sellers, collectively disposing of Mex$293m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 11Co-founder recently sold Mex$161m worth of stockOn the 9th of June, Chi Fung Cheng sold around 115k shares on-market at roughly Mex$1,406 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chi Fung has been a net seller over the last 12 months, reducing personal holdings by Mex$190m.
お知らせ • Jun 03Credo Technology Group Holding Ltd Provides Earnings Guidance for the Year 2026Credo Technology Group Holding Ltd. provided earnings guidance for the year 2026. For the fiscal year 2026, The company expects revenue to exceed $800 million for year-over-year growth in excess of 85%.
Reported Earnings • Jun 03Full year 2025 earnings released: EPS: US$0.31 (vs US$0.18 loss in FY 2024)Full year 2025 results: EPS: US$0.31 (up from US$0.18 loss in FY 2024). Revenue: US$436.8m (up 126% from FY 2024). Net income: US$52.2m (up US$80.6m from FY 2024). Profit margin: 12% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Semiconductor industry.
お知らせ • Jun 03Credo Technology Group Holding Ltd Provides Revenue Guidance for the First Quarter of Fiscal Year 2026Credo Technology Group Holding Ltd. provided revenue guidance for the First Quarter of Fiscal Year 2026. For the quarter, the company expects Revenue to be between $185.0 million and $195.0 million.
お知らせ • May 20Credo Technology Group Holding Ltd Launches PILOT A Diagnostic and Analytics Software Platform, Enhancing Link Reliability and Performance Across High-Speed Connectivity SolutionsCredo Technology Group Holding Ltd. introduced PILOT, its proprietary Predictive Integrity, Link Optimization, and Telemetry platform. Designed to support a full suite of Credo connectivity offerings --including SerDes IP, retimer ICs, and system-level Active Electrical Cables (AEC)--PILOT delivers advanced diagnostic and analytic capabilities along with mission mode telemetry establishing a new benchmark for link reliability and uptime stability. Engineered for the rigorous performance demands of hyperscale data centers, AI clusters, and cloud-scale infrastructure, PILOT empowers network administrators to detect, diagnose, and resolve signal degradation before it impacts workloads--dramatically reducing link flaps and minimizing costly system maintenance and down-time. Key Features of PILOT: Real-Time Link Integrity Monitoring: Includes received eye quality, signal to noise ratio, average and burst error rates on a per lane basis to detect subtle degradations before they trigger link instability. Minimized Link Flaps: Actively monitors and maintains consistent link health across SerDes, retimers, and AECs--reducing intermittent disconnects that can throttle throughput. Predictive Diagnostics: In conjunction with customers' telemetry systems, AI-powered analytics forecast potential failures, enabling preemptive intervention during maintenance windows to reduce system downtime. Intuitive Debug Environment: Rich GUI to examine logged telemetry, initiate trace capture and adjust performance metrics in real time. Secure, Customizable Architecture: Provides advanced security features, open APIs, optional secure boot and encrypted attestation reports to support a zero-trust security model. PILOT is now available for evaluation on Credo's PCIe retimers and will roll out across Credo's SerDes, retimers and system level AECs over the coming quarters. Early-access customers report best-in-class usability, faster deployment and improved consistency in dense rack-scale environments.
お知らせ • May 15Credo Technology Group Holding Ltd to Report Q4, 2025 Results on Jun 02, 2025Credo Technology Group Holding Ltd announced that they will report Q4, 2025 results After-Market on Jun 02, 2025
お知らせ • Apr 02Credo Technology Group Holding Ltd. Unveils the Lark Family - Setting A New Benchmark for Low-Power 800G Optical DSPsCredo Technology Group Holding Ltd. announced the release of the ultra-low power Lark optical Digital Signal Processor (DSP) family. The Lark family features two innovative optical DSP products. The Lark 800 is a high-performance, high-reliability, low-power DSP designed to enable a new generation of full retimed 800G transceivers destined for deployment in the exceedingly challenging power and cooling envelopes of the world's largest and most dense AI data centers. The Lark 850 is specifically designed for 800G Linear Receive Optics (LRO), with power consumption under 10W. Key Features: High Performance: Engineered for 800G optical transceivers, Lark represents Credo's fifth generation DSP architecture, equipped with capabilities to overcome challenging optical signal impairments. High Reliability: Engineered for robust performance in demanding environments, the Lark 800 incorporates innovative features for monitoring Ethernet link health. Low Power consumption: With a focus on minimizing energy consumption, the Lark family features programmable power-saving modes, setting a new benchmark for 800G efficiency. Scalability: Easily adaptable to a range of optical transceiver applications in either single mode or multi-mode architectures. Flexibility: Offering dedicated support for both fully retimed transceivers and LRO, the Lark family empowers customers to select the architecture that best suits their needs. The Lark family of DSPs is now available for order. For more information, visit www.credosemi.com or contact your local Credo sales representative.
お知らせ • Mar 26Credo Technology Group Holding Ltd. to Showcase Ai Scale Out Fabric Featuring Credo Optical Dsps At Ofc 2025Credo Technology Group Holding Ltd. will showcase its latest optical solutions at the 50thOptical Fiber Communications (OFC) Conference, taking place April 1-3, 2025 at the Moscone Center in San Francisco. At OFC 2025, Credo will demonstrate a live AI scale-out network featuring single mode and multi-mode transceivers based on Credo digital signal processors (DSPs) with switches and network interface cards from leading vendors. The company will also showcase an 800G 2xDR4 transceiver consuming less than 10W of power and a 224Gb/s optical demonstration incorporating 3nm silicon. Visitors to Credo's booth will also experience the extension of PCIe technology to Active Electrical Cables (AECs), an innovative technology for high-performance networking and data center applications.
Recent Insider Transactions • Mar 14Board Member recently sold Mex$27m worth of stockOn the 7th of March, Sylvia Acevedo sold around 32k shares on-market at roughly Mex$844 per share. This transaction amounted to 77% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$109m more than they bought in the last 12 months.
Reported Earnings • Mar 06Third quarter 2025 earnings released: EPS: US$0.17 (vs US$0.003 in 3Q 2024)Third quarter 2025 results: EPS: US$0.17 (up from US$0.003 in 3Q 2024). Revenue: US$135.0m (up 154% from 3Q 2024). Net income: US$29.4m (up US$28.9m from 3Q 2024). Profit margin: 22% (up from 0.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.
お知らせ • Mar 05Credo Technology Group Holding Ltd. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025Credo Technology Group Holding Ltd. provided earnings guidance for the fourth Quarter of Fiscal Year 2025. For the quarter, the company expected Revenue to be between $155.0 million and $165.0 million. GAAP gross margin is expected to be between 62.7% and 64.7%.
お知らせ • Mar 04Credo's PCIe®? Retimer Successfully Passes PCI-SIG®? ComplianceCredo Technology Group Holding Ltd. announced that its PCI Express (PCIe) 5.0 specification capable "Toucan" retimer has successfully passed the testing at the PCI-SIG Compliance Workshop #133 in Taipei. This milestone confirms the retimer's compliance with the rigorous standards required for PCIe 5.0 technology integrations, and it now will be officially listed on the PCI-SIG Integrators List. The Toucan family of retimers offers PCIe specification compliance, but also best in class latency and reach to help enable system designers to build high-performance, robust PCIe systems.
Board Change • Feb 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Clyde Hosein was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 13Credo Technology Group Holding Ltd to Report Q3, 2025 Results on Mar 04, 2025Credo Technology Group Holding Ltd announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 04, 2025
Board Change • Jan 07Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Clyde Hosein was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 03Second quarter 2025 earnings released: US$0.025 loss per share (vs US$0.044 loss in 2Q 2024)Second quarter 2025 results: US$0.025 loss per share (improved from US$0.044 loss in 2Q 2024). Revenue: US$72.0m (up 64% from 2Q 2024). Net loss: US$4.23m (loss narrowed 36% from 2Q 2024). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry.
お知らせ • Dec 03Credo Technology Group Holding Ltd Provides Earnings Guidance for the Third Quarter of Fiscal 2025Credo Technology Group Holding Ltd. provided earnings guidance for the third quarter of fiscal 2025. Revenue is expected to be between $115.0 million and $125.0 million.
お知らせ • Nov 12Credo Technology Group Holding Ltd to Report Q2, 2025 Results on Dec 02, 2024Credo Technology Group Holding Ltd announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Dec 02, 2024
お知らせ • Oct 15Credo Technology Group Holding Ltd Announces PCI Express 6 /7, Compute Express Link CXL 3.x Retimers, and AEC PCI Express Product Line at OCP Summit 2024Credo Technology Group Holding Ltd. (Credo) announced the company’s first Toucan PCI Express (PCIe) 6, Compute Express Link (CXL) 3.x and Magpie PCIe 7, CXL 4.x retimers and OSFP-XD 16x64GT/s (1Tb) PCIe6/CXL HiWire AECs. Credo will demonstrate the Toucan PCIe 6 retimers and HiWire AECs at the upcoming Open Compute Project (OCP) Summit October 15-17 in Booth 31 and the OCP Innovation Center. Building on Credo’s renowned Serializer/Deserializer (SerDes) technology, the new PCIe 6 and PCIe 7 retimers deliver industry-leading performance and power efficiency while being built on lower cost, more mature process nodes than competing devices. Credo will also include enhanced diagnostic tools, including an embedded logic analyzer and advanced SerDes tools driven by a new GUI designed to enable rapid bring up and debug of customer systems. Credo’s Toucan PCIe6/CXL3.x retimer, based on the TSMC N7 process technology, will sample in Q4, 2024. Toucan offers a full DSP SerDes to support PAM4 PCIe channels up to 43dB, enhanced diagnostic tools including an embedded logic analyzer, and x16 power of 11W. Credo’s Magpie PCIe7/CXL4.x retimer, based on the TSMC N5 process node, will begin sampling in second half 2025.
お知らせ • Oct 10Credo Technology Group Holding Ltd Introduces 800G Hiwire Zeroflap Aecs to Support Ai Backend NetworksCredo Technology Group Holding Ltd. announced the new 800G ZeroFlap (ZF) family of HiWire Active Electrical Cables (AECs) reaching lengths of 7 m. These high-performance HiWire ZF AECs are designed to deliver highly reliable interconnect for artificial intelligence (AI) backend networks. Credo Introduces 800G HiWire ZeroFlap AECs For AI Backend Networks. Credo’s 800G HiWire ZF AECs build on Credo’s already successful HiWire AEC product family, with millions of units of HiWire AECs already deployed at tier one hyperscalers. With improved reach and signal integrity, the HiWire ZF AECs deliver zero soft link flaps to support the lossless backend RDMA network that AI clusters are built on. These 800G AECs benefit from the newest advances in liquid cooling, allowing the 7 m length to enable full host-to-switch connectivity in leading GPU clusters. The HiWire ZF family includes four new product offerings: 800G OSFP to OSFP; 800G OSFP to OSFP-RHS; 800G OSFP to 2OSFP-RHS; 800G OSFP to 2Q112. Credo will demonstrate the new HiWire ZF AEC cables at the upcoming Open Compute Project 2024 Summit (OCP) in San Jose, USA from Oct 15 – 17, 2024. Conference attendees are encouraged to visit Credo in booth #B31 to learn more about these new HiWire ZF AEC devices.
Reported Earnings • Sep 06First quarter 2025 earnings released: US$0.058 loss per share (vs US$0.078 loss in 1Q 2024)First quarter 2025 results: US$0.058 loss per share (improved from US$0.078 loss in 1Q 2024). Revenue: US$59.7m (up 70% from 1Q 2024). Net loss: US$9.54m (loss narrowed 18% from 1Q 2024). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.
お知らせ • Aug 27+ 1 more updateCredo Technology Group Holding Ltd Announces Appointment of Jim Laufman as Chief Legal Officer and Corporate SecretaryCredo Technology Group Holding Ltd. announced that Jim Laufman has been appointed Chief Legal Officer (CLO) and Corporate Secretary. Jim Laufman has led legal departments for several decades and served as general counsel for several public companies, including Integrated Device Technology, Marvell Technology, and Infinera Corporation. Most recently Jim served as Chief Legal Officer and Corporate Secretary for Automation Anywhere. Jim has a wide breadth of knowledge and significant experience in corporate governance, mergers and acquisitions, commercial contract negotiation, intellectual property licensing, litigation management, labor and employment matters, and enterprise risk management. Jim received his JD from Santa Clara University School of Law.
Board Change • Aug 22Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Sylvia Acevedo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 08Credo Technology Group Holding Ltd to Report Q1, 2025 Results on Sep 04, 2024Credo Technology Group Holding Ltd announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Sep 04, 2024
Reported Earnings • May 30Full year 2024 earnings released: US$0.18 loss per share (vs US$0.11 loss in FY 2023)Full year 2024 results: US$0.18 loss per share (further deteriorated from US$0.11 loss in FY 2023). Revenue: US$193.0m (up 4.8% from FY 2023). Net loss: US$28.4m (loss widened 71% from FY 2023). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Global Semiconductor industry.
お知らせ • May 30Credo Technology Group Holding Ltd Provides Earnings Guidance for the First Quarter of Fiscal Year 2025Credo Technology Group Holding Ltd. provided earnings guidance for the First Quarter of Fiscal Year 2025. For the period, the company's Revenue is expected to be between $58.0 million and $61.0 million.
Board Change • May 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Sylvia Acevedo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 10Credo Technology Group Holding Ltd to Report Q4, 2024 Results on May 29, 2024Credo Technology Group Holding Ltd announced that they will report Q4, 2024 results After-Market on May 29, 2024
お知らせ • Apr 03Credo Technology Group Holding Ltd Announces Appointment of Clyde Hosein to Board of DirectorsCredo Technology Group Holding Ltd. announced the appointment of Clyde Hosein to the Company’s board of directors effective April 3, 2024. Mr. Hosein has more than 25 years of experience as a chief financial officer responsible for the finance and accounting functions of publicly traded companies. He has served on the board of directors of Dentsply Sirona Inc. since September 2020. He has been a member of the board of directors of Wolfspeed, since December 2005. Most recently he served as Chief Financial Officer of AliveCor Inc. from March 2021 to April 2023. Prior to AliveCor, Mr. Hosein served as Chief Financial Officer of Automation Anywhere Inc. from December 2017 to March 2021. From August 2013 to May 2017, he served as Executive Vice President and Chief Financial Officer of RingCentral Inc. His other senior level financial positions have included the following: Chief Financial Officer and Chief Operating Officer of Marvell Technology Group Ltd., Vice President and Chief Financial Officer of Integrated Device Technology Inc., and Chief Financial Officer at Candescent Technologies. Early in his career, he spent 14 years in financial and engineering roles at IBM Corporation.
お知らせ • Mar 27Credo Technology Group Holding Ltd and Applied Optoelectronics, Inc Announces the Availability of Two New Multimode Designs Including A 400G QSFP-DD and an 800G OSFPCredo Technology Group Holding Ltd. and Applied Optoelectronics, Inc. announced the availability of two new multimode designs including a 400G QSFP-DD and an 800G OSFP. The 400G design is available as either an Active Optical Cable (AOC) or 400GBASE-SR8 transceiver based on the Credo Seagull 452, an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers. The 800G design is available as either an Active Optical Cable (AOC) or 800GBASE-SR8 transceiver based on the Credo Dove 800, an 8 x 100Gbps PAM4 DSP. Both designs feature industry leading performance and lower power consumption compared to previous generation solutions. The 400G and 800G designs from AOI will be showcased by Credo in booth #3601 as part of a live demonstration at the 2024 Optical Fiber Communications Conference and Exhibition (OFC) in San Diego, California from March 26 to 28. Samples of the AOI 400G QSFP-DD AOC are available for immediate shipment. The Seagull 452 DSP is an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers. It boasts exceptionally low-power consumption while incorporating Credo’s fourth generation DSP technology on both the electrical host and optical interfaces. This allows for extended host side reach supporting seamless operation over short and long PCB channels beyond the VSR specifications eliminating any manual tuning. On the optical side, the latest performance enhancements allow customers to relax the optical component specifications, thereby increasing manufacturing yields and lowering the overall transceiver cost. When paired with the Credo Teal 200 4 x 50Gbps TIA, Seagull 452 enables a complete 400G AOC or 400G SR8 transceiver solution offering enhanced performance, exceptionally low power, and optimized cost.
お知らせ • Mar 21Credo Technology Group to Showcase Latest Optical Solutions at OFC 2024Credo Technology Group Holding Ltd. will showcase its latest optical solutions at the Optical Fiber Communications (OFC) Conference, taking place March 26-28 at the San Diego Convention Center in booth 3601. The company will showcase its latest optical solutions at the Optical Fiber Communications (OFC) Conference, taking place March 26-28 at the San Diego Convention Center in booth 3601. Credo will be hosting meetings by appointment only in a private demo area. The company will demonstrate a live AI cluster representation showcasing servers connected via a three-tier backend switch network. The backend network will highlight a wide range of optical connectivity options including thirteen different optical transceiver and AOC products supplied by participating Credo customers. The demonstration encompasses both top-of-rack (ToR) and end-of-row (EoR) network architectures employing 400G and 800G AEC and optical interconnectivity options for both 200G and 400G network interface cards (NICs). Also included for the switch-to-switch links, will be the first live public demonstration of 800G Linear Receive Optics (LRO) from three different transceiver vendors.
お知らせ • Mar 20+ 1 more updateKeysight Technologies, Inc. and Credo Semiconductor Develop Joint Testbed That Demonstrates the First IEEE P802.3dj Draft Specification Compliant 1.6 Terabit Ethernet Measurement System Running Full Line Rate Layer 2 Ethernet Traffic on A Real World Hardware Development PlatformKeysight Technologies, Inc. and Credo Semiconductor set a new milestone by developing a joint testbed that demonstrates the first IEEE P802.3dj draft specification compliant 1.6 terabit (T) Ethernet measurement system running full line rate layer 2 Ethernet traffic on a real world hardware development platform. This demonstration provides proof that 1.6 terabit speed is possible and that its performance can be measured. To keep pace, network equipment manufacturers, silicon chip manufacturers, and data center operators must build and operate next generation 1.6T Ethernet networks. To help data center operators overcome any potential hurdles, network equipment and chip manufacturers must: Deliver higher speed and data throughput without increasing data center power and cooling requirements; Implement faster electrical lane speeds for the communication chips embedded in optical transceivers, switches, routers, servers, and test systems without compromising reliability or quality; Measure the performance of silicon chips, network equipment, and network interconnection devices during their quality assurance (QA) cycle in final product benchmark testing. In recognizing the challenges of deploying 1.6T Ethernet, Keysight, developed the industry's first working 1.6T Layer 2 traffic generation and measurement system, and is demonstrating it in a joint testbed with Credo. As 1.6T adoption gains momentum, establishing a testing framework early in the product development life cycle is critical to help speed time to market and enable confident deployment. Keysight, a leader in 400GE and 800GE testing is now helping companies prepare their 1.6T development plans and has the measurement systems needed for early adopter testing. Highlights of the Keysight and Credo testbed demonstration include: Operational 1.6T Layer 2 engine - The engine operates on an interface of 16 electrical lanes running at 106.25 gigabits per second (Gbps) per lane with Pulse Amplitude Modulation 4 (PAM4) signaling and Forward error Correction (FEC). This is also called 16 x 100G SERDES. Keysight hardware development test platform -With OSFP-XD front panel ports that can send and receive full line rate 1.6T layer 2 bi-directional traffic over a Credo provided 2-meter HiWire Active Electrical Cable (AEC). End users can utilize FEC measurements to assess the resilience of network equipment under different stress conditions, so they can confidently deploy devices, interconnects, and networking equipment into their production networks.
お知らせ • Feb 29Credo Technology Group Holding Ltd. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2024Credo Technology Group Holding Ltd. provided earnings guidance for the fourth quarter of fiscal 2024. For the quarter, the company revenue is expected to be between $59.0 million and $62.0 million.
Reported Earnings • Feb 28Third quarter 2024 earnings released: EPS: US$0.003 (vs US$0.019 in 3Q 2023)Third quarter 2024 results: EPS: US$0.003 (down from US$0.019 in 3Q 2023). Revenue: US$53.1m (down 2.2% from 3Q 2023). Net income: US$428.0k (down 85% from 3Q 2023). Profit margin: 0.8% (down from 5.2% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.
お知らせ • Feb 13Credo Technology Group Holding Ltd to Report Q3, 2024 Results on Feb 27, 2024Credo Technology Group Holding Ltd announced that they will report Q3, 2024 results on Feb 27, 2024
お知らせ • Feb 02Credo Technology Group Holding Ltd Launches 112G PAM4 SerDes IP for TSMC N3 Process TechnologyCredo Technology Group Holding Ltd. introduced its newest 112G PAM4 SerDes Intellectual Property (IP) family on TSMC's N3 and N7/N6 process technologies. These two new SerDes IPs complement Credo's available IP in TSMC's N5 process technology, which also includes the enhanced N4 version of the 5nm node. This comprehensive SerDes IP family supports a wide range of demands including long reach plus (LR+), long reach (LR), medium reach (MR) and very short reach plus (VSR), for applications including AI, machine learning, high performance compute, switching, security, and optical deployments. Credo's advanced DSP based 112G PAM4 Ser Des architectures were developed and proven on TSMC's 12nm process technology. The 12nm technology was then integrated into Credo's complete family of 112G per lane connectivity products for both copper and optical applications at 800G and 1.6T port rates. Credo then ported the 12nm, 112G SerDes to more advanced process technology nodes (N7/N6, N5/N4, and N3) - allowing customers to integrate the silicon proven technology into monolithic ASICs and chiplets. Software programmable innovations allows customers to optimize power and performance on a lane-by-lane basis, unleashing new levels of system level performance. These new 112G PAM4 Serdes IP were designed to meet the growing data needs of high-speed, data-intensive applications. Credo's SerDes technology enables silicon solution providers and OEMs to manufacture custom chip solutions which address new market opportunities, while delivering on critical performance and low-power system level requirements. All Credo IP solutions are supported with evaluation boards, simulation models, characterization reports, reliability reports, design libraries and a complete set of supporting documentation.
お知らせ • Jan 10Credo Technology Group Holding Ltd Announces Executive ChangesCredo Technology Group Holding Ltd. announced that Kate Schuelke will join Credo as Chief Legal Officer (CLO) and Corporate Secretary on January 26, 2024. Ms. Schuelke brings more than 30 years of legal technology industry experience to Credo, having most recently served as CLO of Seagate Technology LLC where she oversaw all legal functions, including the global security and government relations teams. Ms. Schuelke will succeed Adam Thorngate-Gottlund, who has served as Credo’s General Counsel since 2016. Credo thanks Mr. Thorngate-Gottlund for his contributions and dedication to Credo. Kate Schuelke has more than 30 years of experience as legal counsel with a variety of technology companies overseeing intellectual property law, corporate governance, litigation, compliance, mergers and acquisitions, commercial transactions, global security and government relations. Kate was appointed as Seagate Technology’s Chief Legal Officer and Corporate Secretary in 2017. Prior to joining Seagate, Kate was Senior Vice President, General Counsel, and Secretary at Altera Corporation, during which time she helped negotiate that company's purchase by Intel. Earlier in her career, Kate held several positions of increasing responsibility at major law firms, both domestically and internationally, and was a Fulbright Scholar lecturer on U.S. intellectual property law while overseas. Kate received a Bachelor of Arts Degree in Economics from the University of Buffalo and received her Juris Doctor from New York University School of Law. Kate serves on the board of directors of SiTime Corporation.
お知らせ • Dec 07Credo Technology Group Holding Ltd has completed a Follow-on Equity Offering in the amount of $175 million.Credo Technology Group Holding Ltd has completed a Follow-on Equity Offering in the amount of $175 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: $17.5 Discount Per Security: $0.7875
Recent Insider Transactions • Dec 07Co-founder recently sold Mex$2.0m worth of stockOn the 1st of December, Chi Fung Cheng sold around 6k shares on-market at roughly Mex$313 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$4.3m. Chi Fung has been a net seller over the last 12 months, reducing personal holdings by Mex$14m.
お知らせ • Dec 07Credo Technology Group Holding Ltd has filed a Follow-on Equity Offering in the amount of $10 million.Credo Technology Group Holding Ltd has filed a Follow-on Equity Offering in the amount of $10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: $1
Reported Earnings • Dec 05Second quarter 2024 earnings released: US$0.044 loss per share (vs US$0.023 loss in 2Q 2023)Second quarter 2024 results: US$0.044 loss per share (further deteriorated from US$0.023 loss in 2Q 2023). Revenue: US$44.0m (down 14% from 2Q 2023). Net loss: US$6.62m (loss widened 97% from 2Q 2023). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Global Semiconductor industry.
お知らせ • Nov 30+ 1 more updateCredo Technology Group Holding Ltd Provides Earnings Guidance for the Third Quarter of Fiscal 2024Credo Technology Group Holding Ltd. provided earnings guidance for the third quarter of fiscal 2024. For the quarter, the company revenue is expected to be between $51.0 million and $53.0 million.
お知らせ • Nov 09Credo Technology Group Holding Ltd to Report Q2, 2024 Results on Nov 29, 2023Credo Technology Group Holding Ltd announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 29, 2023
お知らせ • Oct 17Credo Technology Group Holding Ltd. Introduces HiWire Pluggable Patch Panel(P3) to Support Coherent Optics & Core Switching EvolutionCredo Technology Group Holding Ltd. announced sample availability of its HiWire Pluggable Patch Panel (HiWire P3). The Credo HiWire P3 enables service providers and hyperscalers the freedom to dec couple pluggable optics from core switching and routing hardware using Credo's HiWire Active Electrical Cables (AECs). The HiWire P3 is a single rack unit (1RU), 32 port QSFP-DD appliance that allows standard pluggable optics to directly connect to an AEC without the use of a switch chip. The HiWire P3 provides power, cooling, and controlplane access supporting three important use cases: Enabling coherent optics such as ZR+ to be used on lower-cost and smaller buffer switches which may currently lack the power and cooling envelope, or the software required to directly support them. Enabling switch and router port speeds to be decoupled from optics speed without having to slow ports down, thereby sacrifice radix and cost, through the use of speed shifting AECs. Enabling EDFA amplifiers to be hosted in HiWire P3 ports at lower-cost and lower-power overhead, rather than consuming valuable switch or router ports.
お知らせ • Sep 07+ 2 more updatesCredo Technology Group Holding Ltd Introduces Monolithically Integrated Cmos Vcsel Driver in an 800G DspCredo Technology Group Holding Ltd. introduced the new Dove 800D and 410D PAM4 DSPs ICs to accelerate time-to-market and address the increasing bandwidth requirements of hyperscale customers, AI backend clusters and general compute applications. These 8x100G and 4x100G per lane devices incorporate VCSEL drivers and fourth generation DSP technology which combined, creates an optimized, high-performance, small footprint solution that meets the increasingly stringent energy efficiency requirements of hyperscalers. The Dove 800D and 410D DSPs are tailored for multimode optical fiber (MMF) applications. New buildouts require an increasing number of optical fiber connections driven by applications such as AI and machine learning. The majority of this traffic is sent over short links using optical SR4/SR8 modules or AOCs. Dove 800D and 410DD DSPs, with integrated VCSEL drivers, address this market and enable customers to simplify their PCB design while reducing overall module costs. The Dove 800D is ideal for next-generation, low-power, high-performance 2x400G, or 1x800G OSFP and QSFP-DD800 optical transceivers. The Dove 410D is optimized for 2x200G or 1x400G QSFP112 optical transceivers. Both devices include integrated Credo VCSEL drivers. Dedicated PLLs for each transmit and receive data lane enable a wide range of breakout applications. High-performance optical and electrical host side DSP technology, together with specialized performance enhancing features, compensate for optical and electrical impairments while maintaining low power dissipation. Dove 800D and Dove 410D Key Features and Technical Benefits: 100G PAM4 on both the electrical host and optical line side. Fourth generation DSPs on optical side and electrical side deliver industry leading sensitivity and Bit Error Rate performance, providing margin for component variation and high-volume manufacturing. Line side Rx performance-enhancing features tailored to address optical impairments in stressful MMF environment. Integrated 100G VCSEL drivers with programmable laser currents to optimize module layout and reduce BOM costs. High-performance transmitters come with multi-tap FIR filters, allowing precision optimization at both the module electrical connector and optical interface. Host side interface supports extended PCB reach without the need for customized per-channel settings. Independent phase locked loops per channel support flexible breakout configurations including 2x400G, 4x200G and 8x100G. Full suite of test features and loopbacks simplifies lab bring up and production testing to reduce time-to-market. Low-power dissipation enables higher rack utilization and lower thermal cooling requirements. Availability: Samples of the Dove 800D and Dove410D are available now. All Credo product offerings are supported by evaluation boards, simulation models, characterization reports, reliability reports, design libraries. and a complete set of supporting documentation.
お知らせ • Aug 25Credo Technology Group Holding Ltd Provides Earnings Guidance for the Second Quarter of Fiscal 2024Credo Technology Group Holding Ltd. provided earnings guidance for the second quarter of fiscal 2024. For the quarter, the company expects revenue to be between $42.0 million to $44.0 million.
お知らせ • Aug 22Credo Technology Group Holding Ltd, Annual General Meeting, Oct 17, 2023Credo Technology Group Holding Ltd, Annual General Meeting, Oct 17, 2023, at 13:00 Pacific Standard Time. Location: Credo Semiconductor Inc., 110 Rio Robles San Jose California United States Agenda: To elect the three Class II director nominees to hold office until the earlier of the 2026 Annual General Meeting or their resignation or removal; to select, on an advisory basis, the frequency of future shareholder advisory votes on the compensation of the Company’s named executive officers; and to ratify the selection of Ernst & Young LLP as the Company’s independent registered public accounting firm for its fiscal year ending April 27, 2024.
お知らせ • Aug 11Credo Technology Group Holding Ltd to Report Q1, 2024 Results on Aug 24, 2023Credo Technology Group Holding Ltd announced that they will report Q1, 2024 results After-Market on Aug 24, 2023
New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (Mex$9.6m sold).