Evercore ISI: AEC Demand> Copper and AECs are expected to stay in-rack through 200G per lane (1.6T applications), whi…
Evercore ISI: AEC Demand
> Copper and AECs are expected to stay in-rack through 200G per lane (1.6T applications), while CPO is viewed as a 2028 and beyond story.> Industry experts estimate an attack-rate of 1.5 AECs per GPU/ASIC.> Passive copper cables cost roughly $100, AECs cost about $900, and AOCs range from $3,600 to $4,000.> 400G AECs are becoming more commodity-like, 800G is in mass production, and 1.6T is expected to carry premium pricing.> Credo's core advantage lies in its system approach (owning SerDes/DSP silicon, software, and end-to-end cables/transceivers) and strong incumbency in the AEC franchise.$Credo Tech(CRDO.US) $Maxlinear(MXL.US)The copyright of this article belongs to the original author/organization.
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