Found 12 results for “technology”
Credo builds active electrical cables, SerDes chiplets and optical DSPs for AI-cluster connectivity. Revenue for the quarter ended 1 August 2026 was $479.0M, up 114.7% year on year and 9.6% sequentially, with GAAP gross margin at 64.5%, down 2.9 points on acquired-intangible amortisation. The business is still majority AEC and copper: two optical design wins are disclosed but ramp across FY2027 and FY2028, so the optical line is a call option on this filing rather than a segment. Two risks are named and unhedged in the document — customer concentration, which the filing answers only with a stated intent to diversify across hyperscalers and neoclouds, and China revenue falling from $51.8M to $1.1M year on year, with US and Malaysia absorbing the growth; whether that is export-control-driven or routing is not established in the filing.
