Credo Technology Group Holding Ltd
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 2022年1月27日
- 従業員数
- 807
- 公式サイト
- credosemi.com
総合バリュエーションレンジ · 保守的 $110–$150 / 妥当 $180–$250 / 楽観的 $290–$380。$208.14 時点で 妥当な本源的価値レンジ内。
レポート公開時 $217.5（2026年6月5日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets. The company offers ZeroFlap (ZF) active electrical cables and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, as well as integrated circuits, active electrical cables, and SerDes chiplets. It also provides intellectual property (IP) solutions, including SerDes IP licensing. The company offers was founded in 2008 and is headquartered in Grand Cayman, the Cayman Islands.
沿革
Credo Technology Group was founded in 2008 by a group of former Marvell high-speed interconnect engineers, with co-founders Lawrence Cheng (Chi Fung Cheng), now CTO, and Job Lam (Yat Tung Lam), now COO; Bill Brennan joined as CEO in 2013. After roughly a decade developing in-house SerDes IP, Walden International led its first VC round in 2015, it collaborated early with Tesla's Dojo supercomputer in 2017, and it was a founding member of the HiWire alliance whose first AEC specification appeared in 2020. The company IPO'd on Nasdaq on 2022-01-27 at $10 per share, with the Cayman-registered holding entity operating through subsidiaries in the United States, Mainland China, and Hong Kong. In May 2026 it completed the acquisition of silicon-photonics firm DustPhotonics for about $750 million and Hyperlume for about $92 million.
業界での地位
Credo is the creator of the active electrical cable (AEC) product category and holds roughly 75% AEC market share, supplying high-speed connectivity for optical and electrical Ethernet and PCIe to hyperscale data-center operators, OEMs, ODMs, and optical-module makers, with named customers including Amazon, Microsoft, Google, and xAI. Its product portfolio spans ZeroFlap (ZF) active electrical cables and ZF optical transceivers, OmniConnect memory solutions, retimers and DSPs for optical and copper Ethernet and PCIe, SerDes chiplets, and SerDes IP licensing. FY2026 revenue was $1,335.1 million, up 205.7%, with a 68% gross margin, and the company employs 807 people. Named competitors in AI connectivity include Astera Labs, Marvell, Broadcom, Amphenol, MACOM, Coherent, and Semtech.
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