---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000956043.md"
description: "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)"
datetime: "2026-10-27T04:05:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000956043.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000956043.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000956043.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Evercore ISI: AEC Demand> Copper and AECs are e…


### Related Stocks

- [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md)
- [MXL.US](https://longbridge.com/en/quote/MXL.US.md)
- [CRDU.US](https://longbridge.com/en/quote/CRDU.US.md)

## Comments (1)

- **markypots · 2026-10-28T08:25:28.000Z**: maxlinear is still loss making on a trailing basis while credo is not, so the two do not really trade on the same thing


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**