TheTechno Optimist.

ZeroFlap optical transceiversCredo Technology—Credo unveils ZeroFlap optical modules with built-in telemetry, aimed at AI-network link flapsZeroFlap optical transceiversCredo Technology—Credo completes ~$750M acquisition of Israeli silicon-photonics developer DustPhotonicsZeroFlap optical transceiversCredo Technology—Credo makes 800G ZeroFlap optical transceivers generally availableCredo Technology—Credo FY2026 revenue more than triples to $1.335B; guides above 80% growth for FY2027ZeroFlap Active Electrical CablesCredo Technology—TensorWave to deploy Credo ZeroFlap cables and optics across its AMD-based AI clusters

Credo Technology

Active copper cables, optical transceivers, SerDes

USpublicest. 2008credosemi.com (opens credosemi.com)Checked 11 Oct

The brief

Analyst view
  • FY2026 revenue was $1.335B, up from $437M; Q4 alone matched the whole prior year.
  • Guides FY2027 growth above 80%, with over $600M from optical products.
  • Bought Israeli silicon-photonics firm DustPhotonics for about $750M plus shares, closed May 2026.

Technical approach

As reported
SerDes

Fast serial links as the core skill

Credo's base technology is SerDes and DSP chips that push hundreds of gigabits per second through a single wire or fibre lane and clean up the signal.

Copper

Chips inside the cable plug

Its active electrical cables put signal-repair chips in each connector, so thin copper can link racks up to about 7 m apart instead of optics.

Reliability

Designed against link flaps

A link that keeps dropping and reconnecting can stall a whole AI training job. ZeroFlap products add telemetry and automatic fixes to stop that.

Optics

Moving into light

With DustPhotonics' silicon photonics chips plus its own optical DSPs, Credo now builds both halves of an optical transceiver.

Primer