Broadcom Backs Copper Interconnects for Large-Scale Processors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy CRDO?
Source: seekingalpha
- Copper Connection Advantage: Broadcom's CEO emphasized that copper interconnects provide the lowest latency, power, and cost for large-scale processor architectures, making them the best choice for building large AI data centers.
- Market Outlook Optimism: Despite the market's focus on co-packaged optics, Broadcom maintains that copper interconnects are superior for connecting large racks, which is expected to enhance its transmission capabilities from 100G to 400G.
- Competitive Dynamics Shift: Credo Technologies saw an over 8% rise due to its copper interconnect technology, while Lumentum and Coherent fell by 4% and 5%, respectively, reflecting the market's varied responses to different technologies.
- Investment and Supply Chain: Nvidia recently invested $2 billion each in Lumentum and Coherent to secure its supply chain, demonstrating ongoing confidence in optical technologies, even as Broadcom highlights the short-term advantages of copper.
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Analyst Views on CRDO
Wall Street analysts forecast CRDO stock price to rise
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 109.830
Low
170.00
Averages
221.82
High
260.00
Current: 109.830
Low
170.00
Averages
221.82
High
260.00
About CRDO
Credo Technology Group Holding Ltd is a Cayman Islands-based holding company. The Company delivers high-speed solutions to break bandwidth barriers on every wired connection in the data infrastructure market. It provides high-speed connectivity solutions that deliver improved power efficiency as data rates and corresponding bandwidth requirements increase exponentially throughout the data infrastructure market. Its connectivity solutions are optimized for optical and electrical Ethernet applications, including the emerging 100 gigabits per second (G), 200G, 400G, 800G and the emerging 1.6 terabits per second (T) port markets. Its products are based on its Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Its product families include integrated circuits (ICs) for the optical and line card markets, active electrical cables (AECs) and SerDes Chiplets. The Company’s intellectual property (IP) solutions consist primarily of SerDes IP licensing.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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