Core Insights - Credo Technology Group Holding Ltd (CRDO) is strategically focusing on its Active Electrical Cable (AEC) product line, which has shown double-digit sequential growth in fiscal Q4 2025, with three hyperscalers contributing over 10% to quarterly revenues, indicating a growing market for Credo's solutions [1][2] Group 1: AEC Product Line - The AECs are becoming the "de-facto standard for intra-rack applications" in data centers, driven by their reliability, which is over 100 times better than laser-based optical solutions, and improved signal integrity compared to traditional direct attached cables (DACs) [2][11] - Credo's integrated system-level approach, encompassing SerDes IP, Retimer ICs, and system-level design, enhances innovation cycles and cost efficiency, positioning AECs as a growth engine for future revenues [3] Group 2: Revenue Projections - For fiscal 2026, Credo anticipates revenues to exceed $800 million, reflecting an over 85% year-over-year growth [4][11] - The company's shares have increased by 28.7% over the past month, outperforming the Electronics-Semiconductors industry, which grew by 9.9% [10] Group 3: Competitive Landscape - Competitors like Broadcom and Marvell Technology are also experiencing growth, with Broadcom reporting a 20% revenue increase driven by AI semiconductors, and Marvell expecting revenues of approximately $2 billion for Q2 fiscal 2026, indicating a 57% year-over-year growth [6][9]