U.S. chipmakers including NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Advanced Micro Devices Inc (NASDAQ:AMD), Marvell Technology Inc (NASDAQ:MRVL), and Credo Technology Holding Ltd. (NASDAQ:CRDO) are set to benefit from a massive wave of artificial intelligence infrastructure spending projected to top $1.2 trillion by 2030.NVDA is in positive territory. See what is happening here.Fueled by hyperscalers, sovereign AI projects and enterprise adoption, the unprecedented surge in capital expenditure ...

Key Takeaways Credo acquires Hyperlume to expand its next-gen connectivity portfolio with microLED technology.Hyperlume's microLED tech delivers fast, energy-efficient chip-to-chip communication.Credo projects optical revenues to double again in fiscal 2026. Credo Technology Group Holding Ltd. (CRDO) recently acquired Hyperlume, Inc., a privately held developer of miniature light-emitting diode (microLED) technology-based optical interconnects for chip-to-chip communication. With this buyout, CRDO expects t ...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the best smart city stocks. Credo disclosed on September 29 that it has wrapped up its acquisition of Hyperlume, a privately held microLED optical interconnect technology company for chip-to-chip communication. The transaction is meant to expand Credo’s high-speed connectivity solutions with Hyperlume’s miniature LED technology, catering to the rising bandwidth demands of AI-based data infrastructure. Credo (CRDO) Expands AI Connectivity Through ...

公司评级与目标价调整 - Roth Capital将Credo Technology股票评级上调至“买入” [1] - 目标价从160美元上调至170美元 [2][6] - 当前股价约为144.06美元 [1] 战略收购与产品发展 - 公司收购了专注于MicroLED技术的Hyperlume [2] - 此次收购旨在多元化销售并增强产品组合 [2][6] - 收购将加强公司在机架级解决方案方面的能力 支持更快的800G/1.6T速度 [2] - 预计将加速公司在高速连接领域的领导地位并带来新增长机会 [3] 股价表现与市场数据 - 当前股价为143.39美元 当日下跌1.79%（2.62美元） [4][6] - 当日交易区间在142.57美元至150.25美元之间 [4] - 过去52周股价波动巨大 高点为176.70美元 低点为29.09美元 [4] - 公司市值约为248亿美元 [5][6] - 当日成交量为1,844,705股 [5]

Credo Technology Group Holding Ltd. (NASDAQ:CRDO) is one of the best performing large cap stocks to buy. On September 24, Credo Technology Group introduced its 224G PAM4 SerDes Intellectual Property/IP on TSMC’s industry-leading N3 process technology. The new IP offering is designed to provide the foundation for high-bandwidth, low-latency 1.6Tbps port connectivity solutions. These solutions are critical for the deployment of next-gen AI, cloud computing, and hyperscale applications. The 224G per lane dat ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Credo to Acquire Hyperlume, Inc.; Addition of MicroLED Technology Capabilities Accelerates Credo Leadership in High-Speed Connectivity. ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Key Takeaways Credo unveiled 224G PAM4 IP on TSMC's N3, doubling speeds over 112G PAM4.CRDO's Bluebird DSP delivers 224Gbps per lane under 20W for AI data centers.The firm sees around 120% revenue growth in fiscal 2026 despite macro challenges.Credo Technology Group Holding Ltd ((CRDO) recently introduced its 224G PAM4 SerDes Intellectual Property (IP), fabricated on TSMC’s industry-leading N3 technology. The move to 224G PAM4 per lane data transmission is a significant step. It provides the networking back ...

文章核心观点 - 文章对Credo Technology Group Holding Ltd (CRDO) 和 Marvell Technology, Inc (MRVL) 两家专注于AI数据中心高速连接解决方案的半导体公司进行了比较分析 [1][2][3] Credo Technology Group Holding Ltd (CRDO) 业务分析 - CRDO的增长主要由其AEC产品线驱动 该产品线在上个季度实现了健康的两位数环比增长 其可靠性比光学解决方案高1000倍 功耗低50% [4] - 公司采用系统级方法 拥有从SerDes IP到Retimer ICs及生产的完整技术栈 形成了强大的竞争壁垒和成本效益 [4] - 在2026财年第一季度 有三家超大规模客户各自贡献了超过10%的收入 第四家也贡献了实质性收入 预计客户多元化将降低集中风险 [5] - 光学业务是另一关键催化剂 其DSP和LRO解决方案支持高达1.6Tbps的端口速度 预计本财年光学收入将再次翻倍 [6] - PCIe和以太网重定时器业务是新的增长驱动力 新推出的PCIe重定时器解决方案获得显著关注 预计2025年赢得设计 2026年产生生产收入 [7] CRDO 财务表现与展望 - 截至2026财年第一季度末 公司现金头寸为4.796亿美元 为抓住AI基础设施浪潮中的收入机会提供了流动性支持 [8] - 公司预计2026财年收入将实现中个位数的连续环比增长 同比增长约120% [8] - 非GAAP运营费用预计同比增长低于50% 非GAAP净利率预计在接下来的季度和整个2026财年均约为40% [8] Marvell Technology, Inc (MRVL) 业务分析 - Marvell是一家产品多元化的半导体公司 其战略重心转向数据中心市场已被证明是成功的增长催化剂 [9][10] - 在2026财年第二季度 数据中心终端市场成为公司最大部门 贡献了74%的收入 主要驱动力是定制XPU、XPU附加产品以及电光互连产品组合 [10][11] - 公司已获得超过18个XPU及XPU附加插槽的订单 设计管道已扩大至超过50个机会 价值750亿美元 [11] - AI和云业务占数据中心收入的90%以上 管理层目标是将数据中心市场份额从2024年的13%提升至2028年940亿美元总目标市场中的20% [12] - 公司预计光学采用将推动其互连产品需求 包括用于AEC的DSP 并已开始量产下一代200G/lane 1.6T PAM DSPs 正在推进400G/lane PAM技术以实现3.2T光学互连 [13] MRVL 财务表现与其他业务 - 在2026财年第二季度 数据中心部门收入为14.9亿美元 同比增长69% 环比增长3% [11] - 企业网络收入同比增长28%至1.94亿美元 运营商基础设施收入同比增长71%至1.3亿美元 [14] - 公司完成了25亿美元的非核心资产汽车以太网业务的现金剥离 计划将收益用于回购和技术投资 [14] 市场表现与估值比较 - 在过去三个月 CRDO股价上涨了76% 而MRVL股价下跌了1.7% [9][16] - 就未来12个月市销率而言 CRDO的交易倍数为26.94倍 低于MRVL的7.17倍 [18] 盈利预测趋势比较 - 分析师对CRDO的盈利预测进行了显著上调 过去60天内对其Q1 Q2 F1 F2财年的预期修正幅度分别为+33.33% +32.43% +35.14% 和 +28.89% [20][21] - 对MRVL的盈利预测修正幅度较小 过去60天内对其Q1 Q2 F1 F2财年的预期修正幅度分别为+1.37% -1.28% +0.36% 和 -5.32% [21][22]

文章核心观点 - 分析师重申对Credo Technology Group Holding Ltd的买入评级 该股票自评级以来已上涨72% [1] 分析师背景与立场 - 分析师为全职投资者 专注于科技行业 拥有金融专业商务学士学位（优秀）[1] - 分析师声明未持有任何所提及公司的股票、期权或类似衍生品头寸 且在接下来72小时内无相关建仓计划 [1] - 文章内容为分析师个人观点 未获得除Seeking Alpha以外任何形式的报酬 与所提及公司无业务关系 [1]