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The themes Credo Technology is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- 큐레이션
AI networking & optics
InspectStocks 제공 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- 주가, 1년
- +51.5%
- 매출, 1년
- +53.7%
+14A 14B 2C 1D 3
- 큐레이션
AI chips & accelerators
InspectStocks 제공 · 18 companies
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- 주가, 1년
- +36.6%
- 매출, 1년
- +44.5%
+12A 10B 4C 1F 3
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
- NVDANVIDIA Corp.US$4.01TA+
- AVGOBroadcom Inc.US$1.74TA+
- AMDAdvanced Micro Devices, Inc.US$960.6BA+
MUMicron Technology, Inc.US$903.5BA+
TXNTexas Instruments Inc.US$285.5BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Connectivity products, software and intellectual-property licensing100%
매출 비중은 three months ended August 1, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
ZeroFlap Active Electrical Cables
Copper cables with built-in electronics that carry data between servers and network equipment in data centers.
Optical digital signal processors
Chips inside optical equipment that process data signals so they can travel over fiber-optic links.
ZeroFlap optical transceivers
Plug-in devices that send and receive data using light, with monitoring features to help detect connection problems.
3개 더 보기
OmniConnect Weaver
A chip that helps connect memory outside a processor to artificial-intelligence systems, so those systems can access more memory.
PCI Express retimers
Chips that restore data signals weakened by travel through circuit-board connections, helping devices such as graphics processors connect over longer distances.
PILOT software
Software that monitors connections and helps network operators find and address signal problems.
누가 사는가4
- Large cloud and data-center operators buy connectivity products for their facilities, sometimes working directly with Credo on product design.
- Newer cloud providers that build computing capacity for artificial-intelligence workloads buy data-center connectivity products.
- Equipment makers, including original equipment manufacturers and original design manufacturers, incorporate Credo products into systems they build.
- Optical-module makers buy Credo chips for devices that send and receive data over fiber-optic links.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1The top ten customers accounted for 90% (fiscal 2026, high) of revenue; a small number of customers therefore account for much of the business.
- 2Credo used Taiwan Semiconductor Manufacturing Company as its sole wafer manufacturer in fiscal 2026 and relies on outside companies for assembly, testing and cable manufacturing.
- 3The business depends on data-center and cloud providers continuing to buy equipment, including infrastructure for artificial-intelligence computing.
잘못될 수 있는 일
- 1A major customer could reduce or cancel orders, and Credo has no long-term purchase commitments from customers.
- 2A production disruption at its wafer manufacturer or other manufacturing partners could limit Credo's ability to supply products; trade restrictions or tensions involving Taiwan could add to that exposure.
- 3If data-center investment slows, or customers choose different connection technologies, demand for Credo's products could fall; products also need to keep pace with changing speeds and industry standards.
Credo Technology Group Holding Ltd 소개
Credo makes parts that carry data between chips, servers and networking equipment, especially in large data centers. Its active electrical cables carry data over short distances using copper; its optical parts use light to move data farther. Credo designs its products and has outside companies manufacture, assemble and test them.
- 본사
- San Jose, California
- 설립
- 2008
- 임직원 수
- 807 (May 2, 2026, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- Saturday closest to April 30
Credo Technology Group Holding Ltd이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
