US Stock Alert: Credo Technology surges on September 25 due to 1.6T optical interconnect and revenue growth

Credo Technology September 25 Surge Analysis

Keywords: 1.6T optical interconnect, performance growth

1. On September 15, the company launched the ZeroFlap optical transceiver based on 224G technology, supporting 1.6T port speed, integrating the Kfir200 silicon photonics chip and the PILOT real-time diagnostic platform, targeting artificial intelligence network interconnection needs, and expects optical business revenue to exceed $600 million in fiscal year 2027.

2. On September 2, the company disclosed fiscal year 2027 Q1 revenue of $479 million, a year-on-year increase of 114.7%. Management expects Q2 revenue to be between $525 million and $535 million. The company mainly focuses on high-speed copper cables, optical transceivers, silicon photonics chips, DSPs, as well as Ethernet and PCIe retimers, and other high-speed interconnect products.

3. Recently, the supply gap for 1.6T optical module DSPs is expected to persist until the second half of 2027, with a gap of about 3 million to 4 million units in 2026, and over 20 million units expected in 2027. The supply-demand situation for high-speed optical interconnect products remains tight.

(Disclaimer: This content is summarized from publicly available information by AI technology and is for reference only. It does not constitute investment advice.)