CRDO Eyes Growth: Will Retimer Business Fuel its Revenue Engine?

Key Takeaways CRDO's retimers enhance PCIe 6.0/7.0 performance, extending cable reach up to 7 meters in AI systems. Strong AI-driven demand fuels sales of 50G/100G Ethernet retimers with MACsec and advanced software. FY26 revenues are projected to surpass $800M, up over 85% year over year, led by PCIe and Optical DSP growth.The PCIe interface continues to play a vital role in AI clusters, enabling high-speed connections between GPUs, CPUs and endpoints such as Smart NICs and NVMe storage. As AI workloads ...