Credo Technology Group Holding Ltd

6 atoms · 跨 2 天 · 首见 2026-04-16 · 最近 2026-04-17

三色: 🟦 fact 3 · 🟥 take 3 · stance ▲6/▼0/◆0

来源: X 6

时态: fresh:4 · aging:2

标签: 好观点:3 · 好信源:3 · 好思考:2 · 好数字:1

叙事 (narrative) (2)

• 2026-04-16 [老化中] · 公司定位
  You should think about Credo differently than you did six months ago. It's a full-stack, pure-play interconnect company spanning die-to-die, chip-to-chip, rack, and row interconnect.
  tags: 好观点 · → daily
  value: direction=changed
• 2026-04-16 [老化中] · 收购获得产品路线图
  And a dual CPO roadmap!
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-04-17 · AEC类似毛利率预期
  Or at least get AEC-like margins
  tags: 好观点 · → daily

事实 (fact) (3)

• 2026-04-16 · 收购获得能力
  With the HyperLume and Dust acquisitions, Credo gains MicroLEDs plus SiPho PIC capabilities.
  tags: 好信源·好思考 · → daily
• 2026-04-16 · 收购已有超大规模客户
  both acquisitions already come with hyperscaler customer in hand
  tags: 好信源·好数字 · → daily
• 2026-04-16 · CoMira收购获得Layer2能力
  they acquired CoMira too. Credo already owned the PHY via its SerDes, and now Credo owns Layer 2 too with CoMira's Link-layer, ECC, and MACsec security IP
  tags: 好信源·好思考 · → daily

时间轴 (近 20)

• 2026-04-17 · forecast · AEC类似毛利率预期 · → daily
• 2026-04-16 · narrative · 公司定位 · → daily
• 2026-04-16 · fact · 收购获得能力 · → daily
• 2026-04-16 · narrative · 收购获得产品路线图 · → daily
• 2026-04-16 · fact · 收购已有超大规模客户 · → daily
• 2026-04-16 · fact · CoMira收购获得Layer2能力 · → daily

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