Optical DSPs and ZeroFlap optical transceivers
Shipping across several DSP generations, from 50G to 200G per lane.
What it is
Digital signal processor chips for optical modules, in the Seagull (50G per lane), Dove, Lark and Robin (100G per lane) families, plus ZeroFlap optical transceivers for high-speed optical links.
Why it matters to the stock. Optical modules are the second connectivity product family after AEC. Each new DSP generation sets the speed of the next wave of data-center optical links, so a trader can use the optical ramp as a second read on AI networking demand.
News
Credo fiscal Q1 2027 revenue rises 115% to $479 million; Q2 guided to $525-535 million
Credo reported first-quarter fiscal 2027 revenue of $479.0 million, up 114.7% from a year earlier and 9.6% from the prior quarter.
Credo agrees to buy silicon photonics chipmaker DustPhotonics for $750 million cash plus shares
Credo agreed to acquire DustPhotonics, an Israeli silicon photonics developer, for $750 million in cash and about 0.92 million Credo shares upfront.
Credo starts shipping 800G ZeroFlap optical transceivers for AI networks
Credo announced general availability of its 800G 2 x DR4 ZeroFlap optical transceiver, aimed at link flaps in AI clusters.
Credo fiscal Q3 revenue rises 201% to $407 million; Q4 guided to $425-435 million
Credo reported fiscal third-quarter revenue of $407.0 million, up 51.9% from the prior quarter and 201.5% from a year earlier, with non-GAAP gross margin of 68.6%.