Latest news with #PCIe
Globe and Mail
21-07-2025
- Business
- Globe and Mail
CRDO Eyes Growth: Will Retimer Business Fuel its Revenue Engine?
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 become increasingly complex and large-scale, the need for faster data transmission and more efficient hardware interconnects has grown significantly. Credo Technology Group Holding Ltd. 's ( CRDO ) sophisticated retimer solutions address these demands by minimizing data transfer bottlenecks and improving overall system performance and connectivity. Credo's retimers and PCIe OSFP-XD AECs improve PCIe cabling by overcoming limits of PCB and passive cables in PCIe 6.0/7.0 systems. By placing retimers on the PCB or in the cable, they reduce insertion loss and extend reach up to seven meters for in-rack and rack-to-rack use. Strong Retimer sales are driven by its 50G and 100G Ethernet solutions, which offer key features like MACsec encryption, gearboxing and software support. CRDO's customers now include top AI server makers and switch vendors, highlighting strong demand in AI systems. For fiscal 2026, it anticipates robust growth as more customers transition to 100G per lane solutions and seek system-level and software expertise for complex AI architectures. The new PCIe Gen6 Retimer family, led by the 2CAN Retimer, passed PCIe compliance testing and demonstrated strong performance. Live demos at GTC, OFC and Computex with two top ODMs confirmed its capabilities. Customer interest in PCIe Retimers is rapidly growing, with design wins anticipated in 2025 and production revenues in 2026. The company's strength lies in its advanced SerDes technology, a customer-first approach and system-level innovation that offers improved latency, reach and power efficiency. Its PILOT telemetry software also accelerates development, boosts yields and enhances system monitoring—key advantages highlighted by customers. Per a report from Verified Market Reports, the PCIe Retimer market size was valued at $1.2 billion in 2024 and is projected to achieve $2.8 billion by 2033, at a CAGR of 11.5% (2026-2033). Credo's retimer business is a clear engine of growth and innovation. In tandem with its Retimer business, the company is well-positioned to benefit from its Optical DSP and AEC offerings. CRDO expects its revenues to exceed $800 million in fiscal 2026, implying year-over-year growth of more than 85%. CRDO's Cut-Throat Competitors in the PCIe Retimer Market Astera Labs ( ALAB ) develops semiconductor-based connectivity solutions tailored for cloud and AI infrastructure. ALAB is advancing next-gen data center infrastructure with the introduction of a PCIe 6-ready reference design based on NVIDIA Blackwell-based MGX platform that leverages Scorpio Smart Fabric Switches for AI and cloud infrastructure. It has showcased the first end-to-end PCIe 6 interoperability with NVIDIA's Blackwell GPU and Micron's NVMe SSD, with both Aries 6 PCIe Smart Retimer and Scorpio-P PCIe SmartFabric Switch. It has emerged as a key player in next-generation data center connectivity, with a full-stack portfolio spanning PCIe 6.0, Ultra Accelerator Link and CXL 3.0. The company has moved its Scorpio PCB switches and Aries 6 retimers into volume production, set to ramp up in late second-quarter fiscal 2025 for AI rack-scale systems. It also launched the Aries 6 PCIe Smart Gearbox to link PCIe 5 and PCIe 6, with several hyperscalers using it for AI and compute platforms. A cutting-edge product lineup, combined with solid demand from hyperscalers, is projected to support its long-term revenue growth. San Jose, CA-based Broadcom ( AVGO ) is a premier designer, developer and global supplier of a broad range of semiconductor devices. Targeting enterprise, hyperscale data centers and service providers, its portfolio includes advanced technologies such as DSP, Ethernet, optical interconnect, PCIe, SerDes, XPU and physical layer solutions, all aimed at enhancing performance and connectivity across AI-driven infrastructure. It has launched its PCIe Gen 6 portfolio, featuring high-port switches and retimers tested for interoperability with partners like Micron and Teledyne LeCroy. AVGO's in-house SerDes technology and collaboration with ecosystem partners aim to support scalable AI clusters. CRDO Price Performance, Valuation and Estimates Shares of CRDO have surged 216.6% in the past year compared with the Electronics-Semiconductors industry's growth of 27.9%. In terms of the forward 12-month price/sales ratio, CRDO is trading at 18.86, higher than the Electronic-Semiconductors sector's multiple of 8.78. The Zacks Consensus Estimate for CRDO earnings for fiscal 2026 has seen a significant uptick over the past 60 days. CRDO currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. One Big Gain, Every Trading Day To help you take full advantage of this market, you're invited to access every stock recommendation in all our private portfolios - for just $1. Zacks private portfolio services that closed 256 double and triple-digit winners in 2024 alone. That's about one big gain every day the market was open. Of course, not all our picks are winners, but members have seen recent gains as high as +627% +1,340%, and +1,708%. Imagine how much you could profit with a steady stream of real-time picks from all our services that cover a number of strategies to suit a variety of investing and trading styles. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Broadcom Inc. (AVGO): Free Stock Analysis Report Astera Labs, Inc. (ALAB): Free Stock Analysis Report
Yahoo
08-07-2025
- Yahoo
No PC gamer actually needs this 3000 W power supply unit but like Gollum and the one ring, I wants it
When you buy through links on our articles, Future and its syndication partners may earn a commission. It's fair to say that, compared to CPUs and graphics cards, power supply units aren't really PC components that normally get one's hardware juices flowing. They're mightily important, of course, and you should always get the best you can afford, but once they're hidden in the depths of your gaming rig, you'll never pay much attention to them. That said, the new Asus Pro WS 3000W Platinum is so wonderfully over-the-top that I'm drawn to it like a proto-hobbit to a band of gold. I caught wind of the mighty PSU over at ComputerBase and immediately headed over to Asus' site to pore over its specs. Let's begin with the most important aspect here: the Pro WS range isn't aimed at gamers, as the construction and feature set are firmly in the workstation camp. That said, they will fit any decent-sized desktop case, and if you're feeling flush and foolish, you could always pop one in. The range-topper is the Pro WS 3000W Platinum, and as the name clearly states, this is a 3,000-watt PSU. Yep, three thousand watts. It's that high because it's designed to power up to four GeForce RTX 5090 cards. Or just one and never even notice it. As well as supporting a ludicrous number of GPUs, and the obligatory CPU and motherboard requirements, you've also got scope to host a small mountain of other devices via four 8-pin PCIe and six SATA/Molex connectors. You'd probably need all those just to power the sheer volume of fans required to keep four RTX 5090s from melting the motherboard, though. For me, though, I just really like how industrial it looks. There's no mere flimsy metal grill covering the cooling fan here; the PSU's casing itself acts as a barrier to inquisitive fingers, and it just shouts heft and solidness. Now, I should imagine that you'll be thinking that the Pro WS 3000W Platinum is rather expensive. And you'd be right if you are, as ComputerBase says the range-topper has an estimated MSRP of €699 (around $822/£602 with current exchange rates). It's not due to appear until the last few months of 2025, so the price may alter somewhat by then. But while 699 euros is a lot for a PSU, it's actually not that bad considering its capabilities. I'd say that it's better value than the other Pro WS models, but none of them are what I'd call excessive: the 2,200 W one is €599 and the 1,600 W version is a surprising €479. If you head over to Amazon and check out other 1,600 W PSUs and you'll see that they're all just as pricey, if not more. That's a surprise because you'd expect a 'workstation' product to sport a 'workstation' tax, but if Asus does stick to these prices, then fair play to them for not going wild with the price tags. I suppose the specs are ludicrous enough for anyone. One thing that's worth noting about all PSUs is that they typically hit their peak efficiency at around 50% of the maximum rated load. The exact point varies from model to model, but I reckon that this one will run best in the 1,500 W region. That's still more power than most RTX 5090 gaming rigs will draw, but if you have an extreme overclocked one, then this supply could be the perfect match. Alas, I'll never be able to afford one and my house has rather iffy electrics—I'd hate to plug a fully-loaded Pro WS 3000W Platinum into any of my sockets—but one can dream, yes? Famous fictional characters may be driven to a life of desperate yearning by cursed rings of power, but it's chonkmeister power supplies for me.
Mid East Info
08-07-2025
- Mid East Info
Kingston Digital adds New Form Factor to NV3 PCIe 4.0 NVMe SSD - Middle East Business News and Information
Single-sided M.2 2230 Gen 4×4 performance Kingston Digital Europe Co LLP, the flash memory affiliate of Kingston Technology Company, Inc., a world leader in memory products and technology solutions, today announced it has added a new form factor, to join the previous 2280 model, NV3 PCIe 4.0 NVMe M.2 2230 SSD for users looking for a high-speed, low power NVMe storage upgrade for compatible laptops and handheld gaming consoles. The Kingston NV3 PCIe 4.0 NVMe 2230 SSD is a compact single-sided M.2 2230 (22x30mm) design that provides storage expansion up to 2TB for systems with limited space. Powered by a Gen 4×4 NVMe controller NV3 2230 delivers read/write speeds of up to 6,000/5,000MB/s, creating a more responsive system able to handle a wide range of workloads. 'We are happy to expand our offerings with the NV3 2230 SSD allowing users to upgrade not just their devices but their experience, whether for work or play,' said Tony Hollingsbee, SSD business manager, Kingston EMEA. 'NV3 2230 delivers speed and reliability making it ideal for creators and gamers ready to see improved performance.' Available in capacities from 500GB – 2TB, NV3 2230 provides users storage for an array of applications, files, games and more. NV3 also includes 1-year free Acronis® True Image for Kingston software, alongside the Kingston SSD Manager application, enabling users to monitor drive health and disk usage, update drive firmware, and securely erase data. For more information visit NV3 PCIe 4.0 NVMe 2230 SSD Features and Specifications : Form factor: 2 2230 2 2230 Interface: PCIe 4.0 x4 NVMe PCIe 4.0 x4 NVMe Capacities: 500GB, 1TB, 2TB 500GB, 1TB, 2TB Sequential read/write: 500GB – 5,000/3,000MB/s 1TB – 6,000/4,000MB/s 2TB – 6,000/5,000MB/s NAND: 3D 3D Endurance (total bytes written): 500GB – 160TB 1TB – 320TB 2TB – 640TB Storage temperature: -40°C~85°C -40°C~85°C Operating temperature: 0°C~70°C 0°C~70°C Dimensions : 22mm x 30mm x 2.3mm : 22mm x 30mm x 2.3mm Weight : : 500GB – 2.6g 1TB – 2TB – 2.8g Vibration non-operating : 20G (20-1000Hz) : 20G (20-1000Hz) MTBF : 2,000,000 hours : 2,000,000 hours Warranty/support: Limited 5-year warranty with free technical support
Yahoo
27-06-2025
- Business
- Yahoo
Astera Labs or Broadcom: Which Stock Leads in AI Infrastructure Now?
In the high-speed connectivity semiconductor market, Astera Labs ALAB and Broadcom AVGO are two names rapidly gaining prominence, particularly in PCIe and CXL retimers that power AI and cloud infrastructure. As AI workloads continue to increase, both companies are well-positioned to benefit. So, which connectivity chip stock is the better buy right now? Let's find out. First-to-Market Advantage in PCIe 6 and Strategic Product Ramp in 2025: Astera Labs has established a first-mover edge in PCIe 6.0 connectivity, with Aries 6 retimers and smart gearboxes already shipping and Scorpio switches likely in volume production as projected earlier. Leo CXL controllers are also in pre-production sampling with hyperscalers. These products are qualified for next-generation GPU-based AI racks and management expects volume ramps in the second half of 2025, signaling a key inflection point in silicon content per rack. Rack-Scale Strategy and UALink Create Long-Term Growth Tailwinds: Astera Labs is expanding its TAM through a rack-scale connectivity strategy that combines high-value hardware with differentiated software. Its Scorpio X- and P-series switches and COSMOS suite enable deeper system integration, telemetry, and fleet-level optimization, driving higher ASPs and software-based lock-in. UALink 1.0, an open, high-speed interconnect, marks a structural shift. Astera plans to sample UALink-compatible products in 2026, targeting a multibillion-dollar opportunity by 2029 that aligns with its portfolio and leadership in AI infrastructure. Strong Operating Leverage Despite R&D Investment Surge: With Astera aggressively ramping up investment, the first-quarter adjusted R&D spending rose 14.2% year over year. The company delivered an adjusted operating margin of 33.7%, demonstrating tight cost control and clear operating leverage on higher product volumes. Furthermore, gross margin was 74.9%, reflecting stable ASPs and favorable mix, even amid preproduction shipments. With $925 million in cash and positive operating cash flow, Astera is also capitalized to pursue sustained innovation without near-term dilution risk. AI Networking Momentum With Ethernet-Based Portfolio: AI networking revenues grew more than 170% year over year and now account for 40% of Broadcom's AI-related revenues. The company's Ethernet-first approach, leveraging Tomahawk switches, Jericho routers and NICs, has made it the preferred vendor for scale-out and scale-up AI clusters among hyperscalers. The newly launched Tomahawk 6, boasting 102.4 Tbps switching capacity, allows hyperscalers to flatten AI networks into just two tiers, reducing latency, power and cost. XPU Custom Silicon Gaining Critical Mass: Broadcom is scaling up its custom AI accelerators (XPUs) for at least three major hyperscaler customers, each expected to deploy around 1 million clusters by 2027. With rising demand for inference, some deployments may begin as early as late 2026. This growing XPU business strengthens customer relationships and adds a high-margin revenue stream. High-Margin Software Growth and Strong Capital Returns: Broadcom's infrastructure software revenues grew 25% year over year in the second quarter of fiscal 2025, fueled by strong adoption of its voltage-controlled filter (VCF) platform post-VMware acquisition, now used by 87% of its top 10,000 customers. This high-margin, recurring software business complements its chip segment and supports private cloud and AI workloads. Broadcom also delivered $10 billion in EBITDA (67% margin), $6.4 billion in free cash flow and returned $7 billion to shareholders, highlighting its capital-efficient model and strong value creation. Image Source: Zacks Investment Research Over the past three months, Astera Labs and Broadcom shares have rallied 61.2%% and 60.1% respectively, significantly outpacing the broader sector's 18.6% gain and the S&P 500's 9.5% rise. Based on short-term price targets offered by 14 analysts, ALAB's average price target represents an increase of 10.4% from the last closing price of $89.63. Image Source: Zacks Investment Research Based on short-term price targets offered by 30 analysts, AVGO's average price target represents an improvement of 10.8% from the last closing price of $264.65. Image Source: Zacks Investment Research While both Astera Labs and Broadcom are well-positioned to ride the AI infrastructure wave, ALAB presents a more focused trajectory. With a first-mover lead in PCIe 6.0 and CXL connectivity, likely volume ramp-ups in the second quarter of 2025, and early bets on UALink, Astera is set for an inflection in revenues and margin expansion. In contrast, Broadcom's non-AI chip segments remain a headwind, with its fiscal second-quarter non-AI semiconductor revenues down 5% year over year and expected to stay flat. Given ALAB's Zacks Rank #2 (Buy) versus AVGO's Zacks Rank #3 (Hold), Astera Lab currently stands out as a relatively stronger player for investors seeking targeted exposure to next-gen AI connectivity. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Broadcom Inc. (AVGO) : Free Stock Analysis Report Astera Labs, Inc. (ALAB) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Globe and Mail
27-06-2025
- Business
- Globe and Mail
Astera Labs or Broadcom: Which Stock Leads in AI Infrastructure Now?
In the high-speed connectivity semiconductor market, Astera Labs ALAB and Broadcom AVGO are two names rapidly gaining prominence, particularly in PCIe and CXL retimers that power AI and cloud infrastructure. As AI workloads continue to increase, both companies are well-positioned to benefit. So, which connectivity chip stock is the better buy right now? Let's find out. Why Astera Labs is a Compelling Buy Right Now First-to-Market Advantage in PCIe 6 and Strategic Product Ramp in 2025: Astera Labs has established a first-mover edge in PCIe 6.0 connectivity, with Aries 6 retimers and smart gearboxes already shipping and Scorpio switches likely in volume production as projected earlier. Leo CXL controllers are also in pre-production sampling with hyperscalers. These products are qualified for next-generation GPU-based AI racks and management expects volume ramps in the second half of 2025, signaling a key inflection point in silicon content per rack. Rack-Scale Strategy and UALink Create Long-Term Growth Tailwinds: Astera Labs is expanding its TAM through a rack-scale connectivity strategy that combines high-value hardware with differentiated software. Its Scorpio X- and P-series switches and COSMOS suite enable deeper system integration, telemetry, and fleet-level optimization, driving higher ASPs and software-based lock-in. UALink 1.0, an open, high-speed interconnect, marks a structural shift. Astera plans to sample UALink-compatible products in 2026, targeting a multibillion-dollar opportunity by 2029 that aligns with its portfolio and leadership in AI infrastructure. Strong Operating Leverage Despite R&D Investment Surge: With Astera aggressively ramping up investment, the first-quarter adjusted R&D spending rose 14.2% year over year. The company delivered an adjusted operating margin of 33.7%, demonstrating tight cost control and clear operating leverage on higher product volumes. Furthermore, gross margin was 74.9%, reflecting stable ASPs and favorable mix, even amid preproduction shipments. With $925 million in cash and positive operating cash flow, Astera is also capitalized to pursue sustained innovation without near-term dilution risk. Broadcom's Key Progress in the Semiconductor Space AI Networking Momentum With Ethernet-Based Portfolio: AI networking revenues grew more than 170% year over year and now account for 40% of Broadcom's AI-related revenues. The company's Ethernet-first approach, leveraging Tomahawk switches, Jericho routers and NICs, has made it the preferred vendor for scale-out and scale-up AI clusters among hyperscalers. The newly launched Tomahawk 6, boasting 102.4 Tbps switching capacity, allows hyperscalers to flatten AI networks into just two tiers, reducing latency, power and cost. XPU Custom Silicon Gaining Critical Mass: Broadcom is scaling up its custom AI accelerators (XPUs) for at least three major hyperscaler customers, each expected to deploy around 1 million clusters by 2027. With rising demand for inference, some deployments may begin as early as late 2026. This growing XPU business strengthens customer relationships and adds a high-margin revenue stream. High-Margin Software Growth and Strong Capital Returns: Broadcom's infrastructure software revenues grew 25% year over year in the second quarter of fiscal 2025, fueled by strong adoption of its voltage-controlled filter (VCF) platform post-VMware acquisition, now used by 87% of its top 10,000 customers. This high-margin, recurring software business complements its chip segment and supports private cloud and AI workloads. Broadcom also delivered $10 billion in EBITDA (67% margin), $6.4 billion in free cash flow and returned $7 billion to shareholders, highlighting its capital-efficient model and strong value creation. ALAB, AVGO Outperform Sector and Benchmark in Three Months Over the past three months, Astera Labs and Broadcom shares have rallied 61.2%% and 60.1% respectively, significantly outpacing the broader sector 's 18.6% gain and the S&P 500's 9.5% rise. Average Target Price for ALAB and AVGO Suggest Upsides Based on short-term price targets offered by 14 analysts, ALAB's average price target represents an increase of 10.4% from the last closing price of $89.63. Based on short-term price targets offered by 30 analysts, AVGO's average price target represents an improvement of 10.8% from the last closing price of $264.65. Buy ALAB Now While both Astera Labs and Broadcom are well-positioned to ride the AI infrastructure wave, ALAB presents a more focused trajectory. With a first-mover lead in PCIe 6.0 and CXL connectivity, likely volume ramp-ups in the second quarter of 2025, and early bets on UALink, Astera is set for an inflection in revenues and margin expansion. In contrast, Broadcom's non-AI chip segments remain a headwind, with its fiscal second-quarter non-AI semiconductor revenues down 5% year over year and expected to stay flat. Given ALAB's Zacks Rank #2 (Buy) versus AVGO's Zacks Rank #3 (Hold), Astera Lab currently stands out as a relatively stronger player for investors seeking targeted exposure to next-gen AI connectivity. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Broadcom Inc. (AVGO): Free Stock Analysis Report Astera Labs, Inc. (ALAB): Free Stock Analysis Report
