โก ๐๐๐๐๐๐: $Credo Tech(CRDO.US) Credo Shares Fall 7.5% as MaxLinear Targets 30% of 1.6T AEC Market๐ ๐๐ฒ๐ ๐๐ถ๐ด๏ฟฝโฆ
โก ๐๐๐๐๐๐: $Credo Tech(CRDO.US) Credo Shares Fall 7.5% as MaxLinear Targets 30% of 1.6T AEC Market
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฟ๐ฒ๐ฑ๐ผ ๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ shares declined ๐ณ.๐ฑ% amid rising competitive concerns.โค ๐ ๐ฎ๐ ๐๐ถ๐ป๐ฒ๐ฎ๐ฟ estimates Credo controls ๐ต๐ฏ%โ๐ต๐ต% of the AEC market.โค MaxLinear targets ๐ฎ๐ฌ%โ๐ฏ๐ฌ% of the ๐ญ.๐ฒ๐ง ๐๐๐ market.โค MaxLinear plans to supply ๐๐๐ ๐๐ถ๐น๐ถ๐ฐ๐ผ๐ป rather than complete cables.โค ๐๐ฑ๐ด๐ฒ๐๐ฎ๐๐ฒ๐ฟ ๐ฅ๐ฒ๐๐ฒ๐ฎ๐ฟ๐ฐ๐ต sees limited near-term ๐ญ.๐ฒ๐ง ๐๐๐ adoption.โค ๐๐ถ๐๐ฐ๐ผ reportedly seeks quotes for ๐ญ๐ฌ๐ฌ,๐ฌ๐ฌ๐ฌ cables monthly.โค ๐๐ฟ๐ผ๐ฎ๐ฑ๐ฐ๐ผ๐บ or MaxLinear could supply Cisco's ๐๐๐ ๐๐ถ๐ด๐ป๐ฎ๐น ๐ฝ๐ฟ๐ผ๐ฐ๐ฒ๐๐๐ผ๐ฟ๐.โค ๐๐บ๐ฝ๐ต๐ฒ๐ป๐ผ๐น and ๐ง๐ ๐๐ผ๐ป๐ป๐ฒ๐ฐ๐๐ถ๐๐ถ๐๐ could manufacture cable assemblies.โค ๐๐๐๐ฒ๐ฟ๐ฎ ๐๐ฎ๐ฏ๐ poses potential competition in future custom AI platforms.โค ๐๐ป๐๐ถ๐ฑ๐ฒ๐ฟ ๐๐ฒ๐น๐น๐ถ๐ป๐ด added pressure amid concerns over delayed 1.6T adoption.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Credo's dominant ๐๐๐ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ต๐ฎ๐ฟ๐ฒ could face competitive erosion.โค Slower ๐ญ.๐ฒ๐ง ๐ฎ๐ฑ๐ผ๐ฝ๐๐ถ๐ผ๐ป could delay expected AI connectivity revenue growth.โค Growing competition could pressure Credo's ๐ฝ๐ฟ๐ถ๐ฐ๐ถ๐ป๐ด ๐ฝ๐ผ๐๐ฒ๐ฟ and profit margins.โค Cisco's potential sourcing strategy could benefit ๐๐ฟ๐ผ๐ฎ๐ฑ๐ฐ๐ผ๐บ, ๐ ๐ฎ๐ ๐๐ถ๐ป๐ฒ๐ฎ๐ฟ, and cable manufacturers.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐๐ถ๐๐ต๐ผ๐ฟ๐ฒ ๐ฆ๐ฒ๐ฒ๐ป๐ฑ๐ฟ๐ถ๐ฝ๐, CEO of MaxLinear:The source attributes market-share estimates and competitive targets to Seendripu but does not provide a direct quotation. He estimates Credo's AEC market share at 93%โ99% and says MaxLinear aims to capture 20%โ30% of the 1.6T AEC market over the next few years.
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