Why is Credo Technology Group Holding Ltd stock rising?
Fiscal 2027 optical inflection with optical DSPs, SiPho PICs, and ZeroFlap optics each expected to exceed $100 million and total more than $600 million.
ZeroFlap optics ramp pulled into Q1 fiscal 2027 after initial production shipments and additional customer qualifications.
Dust Photonics silicon photonics acquisition adds 800G/1.6T PICs and opens CPO/NPO designs with initial revenue expected in fiscal 2028.
PCIe Gen6 AECs are sampling now and scheduled for mass production in the first half of fiscal 2027, opening scale-up connectivity.
Active LED cables and OmniConnect Weaver gearboxes are expected to begin production ramps in fiscal 2028, adding mid-reach optical and memory-connectivity categories.
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