耀途约10家被投企业，正在或即将在今年申报上市。 作者丨 簪竹 来源丨 投中网 将投中网设为"星标⭐"，第一时间收获最新推送 在AI芯片IPO的高峰期，有家VC尤其亮眼。 岁末年初，短短数天内，"GPU"四小龙之一的壁仞科技港股上市，市值一度突破千亿。GPU明星企业瀚博半导体完成了上市辅导，DPU厂商云豹智 能、互联芯片公司星拓微电子均完成IPO辅导备案。 加上之前已经IPO，如今超过270亿美金的全球铜互联第一股Credo，这些同一应用场景但不同功能的头部项目，背后有共同的早期投资方——耀途资 本。 耀途的出手，都在AI领域半导体设计成为高度共识年份之前：最早的是瀚博，2019年PreA轮领投，后续多轮（包括PreIPO轮）继续加码；2020年， 壁仞科技的A轮（公司历史上第二轮融资）；2021年，云豹智能的天使轮及A轮，并持续多轮（包括PreIPO轮）追投。 这三个案子，正为耀途逐步兑现超额回报。 不仅如此，耀途约10家被投企业，正在或即将在今年申报上市——参照40亿左右的基金体量和不到10人的投资团队，这是一个相当有说服力的比例。 另值得一提的是，耀途一家A轮投资的交换芯片供应商近日被全球顶尖科技公司并 ...

Core Viewpoint - Credo Technology Group Holding Ltd. (CRDO) experienced a significant stock performance, closing the calendar year 2025 with a 110% gain after peaking over 200% in early December 2025 [1] Group 1 - The company had a remarkable stock increase, reaching a high of over 200% before retracting to a 110% gain by the end of the year [1] - Oakoff Investments, a personal portfolio manager, provides insights on balancing growth and value, focusing on proprietary Wall Street information [1]

Credo Technology Group Holding is an attractive way to benefit from the artificial-intelligence wave, according to Needham. ...

Industry Overview - The semiconductor industry's global sales experienced a 3.5% month-over-month increase and a remarkable 29.8% year-over-year growth in November 2025, marking the highest monthly sales in the industry's history [2] - Strong demand for chips in sectors such as artificial intelligence (AI), cloud computing, high-performance computing (HPC), quantum computing, and advanced consumer electronics is driving growth [3] Sales Projections - The World Semiconductor Trade Statistics (WSTS) projects a 26.3% increase in semiconductor sales for 2026, reaching $975.4 billion, revised from a previous estimate of $760.7 billion [7] - For 2025, semiconductor sales are expected to rise by 22.5% over 2024, reaching $772.2 billion [7] Equipment Sales - Global sales of semiconductor manufacturing equipment are anticipated to grow by 13.7% year-over-year to $133 billion in 2025, with projections of $145 billion for 2026 and $156 billion for 2027 [8] AI and Infrastructure Spending - Spending on AI infrastructure is expected to accelerate, with Wall Street analysts estimating capital spending for AI hyperscalers to reach $527 billion in 2026 [10] - IDC projects AI infrastructure spending to hit $758 billion by 2029, with accelerated servers expected to account for over 95% of this spending, indicating a 42% five-year CAGR [10] Company Highlights NVIDIA - NVIDIA holds a Zacks Rank 1 and a Growth Score of B, benefiting from strong demand for its Hopper and Blackwell platforms, with expected revenues of $0.5 trillion from these platforms by the end of 2026 [11] - The Zacks Consensus Estimate for NVIDIA's fiscal 2026 earnings has been revised upward by 4.5% to $4.66 per share, reflecting a 56% increase from fiscal 2025 [12] Micron Technology - Micron Technology also holds a Zacks Rank 1 and a Growth Score of A, with fiscal 2026 earnings consensus rising 93.3% to $31.36 per share [15] - The company is capitalizing on the AI boom, focusing on next-generation DRAM and 3D NAND to meet the demand for memory chips [16] Credo Technology - Credo Technology has a Zacks Rank 1 and a Growth Score of B, with fiscal 2026 earnings estimates increasing by 36.3% to $2.78 per share [19] - The company is benefiting from strong demand for high-speed, energy-efficient data center connectivity solutions, particularly in the active electrical cables segment [20] Amtech Systems - Amtech Systems holds a Zacks Rank 1 and a Growth Score of A, with fiscal 2026 earnings estimates jumping 186.7% to 43 cents per share [22] - The company is experiencing robust demand for advanced semiconductor packaging and has implemented cost reduction initiatives that have resulted in $13 million of annualized savings [24]

Industry Overview - U.S. semiconductor industry is expected to experience 30% year-over-year growth, marking the first-ever $1 trillion year in chip sales [1] - Key drivers include strong demand visibility, secular growth from AI, and cyclical industrial inventory replenishment [2] - The PHLX Semiconductor Sector Index has risen about 7% year-to-date and 45% over the past year, outperforming the S&P 500 [5] Company Insights - **NVIDIA Corp**: - Maintains unmatched leadership with a full-stack AI strategy and projected $26 billion in R&D spending for CY26, significantly higher than competitors [6] - Next-generation Vera Rubin platform is on track for second-half shipments, promising substantial performance improvements [7] - Expected to maintain gross margins in the mid-70% range despite rising costs, with potential upside from China H200 shipments estimated to exceed $40 billion [8] - **Credo Technology Group**: - Recent sell-off presents a compelling buying opportunity, with a Buy rating maintained despite trading 34% below its 52-week high [9] - Positioned as a leader in active electrical cables, with fiscal 2027 EPS estimates up approximately 160% over the past year [10] - **Analog Devices**: - Maintains a Buy rating, noted for strong pricing power due to differentiated products and a favorable mix related to aerospace, defense, and AI [11] - Offers a balance of strong free cash flow generation and pricing leverage amidst macro uncertainty [12]

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the must-buy AI stocks to invest in. On December 16, BofA cut its price target on Credo Technology Group Holding Ltd (NASDAQ:CRDO) to $200 per share from $240. The investment bank kept a Buy rating on the stock. Is Credo (CRDO) One of the Must-Buy AI Stocks to Invest In? According to BofA, 2026 is the halfway point in an 8- to 10-year process of overhauling old IT systems to handle faster AI tasks, like processing huge amounts of data quickly. Th ...

Credo Technology Group Holding Ltd. (NASDAQ:CRDO) is one of the best up and coming stocks to buy according to Wall Street. On December 16, Bank of America analyst Vivek Arya lowered the firm’s price target on Credo Technology to $200 from $240 and maintained a Buy rating on the shares. This sentiment was announced as BofA updated its price targets for covered US Semiconductor stocks. The firm anticipates that stock prices may experience volatility due to scrutiny of AI returns and hyperscaler spending, but ...

Key Takeaways CRDO's AEC business is its fastest-growing segment, fueled by expanding hyperscale customers.Zero-flap AECs offer up to 1,000x more reliability and half the power of optical modules.CRDO targets a $10B TAM with AECs, ICs, Zero-Flap optics, ALCs and OmniConnect gearboxes.In the rapidly evolving landscape of AI and cloud-based data infrastructure, connectivity solutions have become a critical enabler of performance and scalability. As demand for faster, more reliable and more power-efficient dat ...

We recently published 10 Stocks With Massive Gains; 5 at Record Highs. Credo Technology Group Holding Ltd. (NASDAQ:CRDO) was one of the top performers on Wednesday. Credo Technology snapped a four-day losing streak on Wednesday, jumping 6.05 percent to close at $141 apiece as investors repositioned portfolios ahead of the release of business updates next week. In a statement, Credo Technology Group Holding Ltd. (NASDAQ:CRDO) said that its President and Chief Executive Officer Bill Brennan and Chief Fina ...

Key Takeaways Credo Technology holds $813.6M cash, supporting aggressive growth spending.CRDO is investing in AECs, optics, gearboxes and acquisitions like Hyperlume to widen its market reach.CRDO revenues jumped 272% year over year to $268M in fiscal Q2 as AI infrastructure drove demand.Credo Technology Group Holding Ltd ((CRDO) is in the midst of rapid expansion fueled mainly by the AI infrastructure cycle, which is driving explosive demand for high-speed connectivity solutions. Revenues surged a staggeri ...