Credo Sees H2 Optical Revenue Top $600 Million as AI Networks Shift to 1.6T and 3.2T
Updated
Updated · Yahoo Finance · Sep 2
Credo Sees H2 Optical Revenue Top $600 Million as AI Networks Shift to 1.6T and 3.2T
3 articles · Updated · Yahoo Finance · Sep 2
Summary
$600 million-plus in second-half fiscal 2027 optical revenue is now Credo's target, with ZeroFlap Optics, silicon photonics PICs and optical DSPs each expected to contribute more than $100 million.
AI cluster buildouts are driving that outlook as denser computing needs more bandwidth, lifting demand for optical interconnects while 1.6T, 3.2T and near-package optics gain traction.
Q1 optical DSP revenue hit a record, and Credo booked its first silicon photonics PIC revenue after the DustPhotonics acquisition, with 800G and 1.6T products expected to ramp through the year.
Credo's broader business already showed that momentum, posting $479 million in fiscal Q1 revenue and guiding for $525 million to $535 million in Q2 while projecting more than 85% full-year growth.
Marvell remains a key rival in optical DSPs and switching, saying 800G demand is solid and 1.6T is ramping rapidly as large AI networks gradually move beyond copper links.