Latest news with #SerDesIP
Yahoo
28-05-2025
- Business
- Yahoo
Mizuho Lifts Broadcom Target Amid Strong AI Market Prospects
Mizuho Securities raised its price target for Broadcom Inc. (NASDAQ:AVGO) from $250 to $300, while maintaining its Outperform rating, on May 27. The update followed a detailed examination of Broadcom's market position, particularly its AI Custom Silicon, the company's biggest source of income. Source: Pixabay According to the analysis, Broadcom Inc. (NASDAQ:AVGO) is expected to experience substantial growth by fiscal year 2027, with AI Custom Silicon anticipated to secure 60-70% of the $60-90 billion serviceable accessible market. Additionally, the study highlights Broadcom's dominance in the networking market, which is supported by its proprietary SerDes IP and an array of Ethernet switches, such as the StrataXGS/DNX Tomahawk5/6 and Jericho, which are expected to support rates of up to 102.4 Tbps. Additionally, the analysis makes note of the company's financials, which are set apart by industry-leading operating and gross margins, anticipated to be approximately 79% and 66%, respectively, for the fiscal year 2025. One of the world's top tech firms, Broadcom Inc. (NASDAQ:AVGO) is well-known for its software and hardware products. The company's key competence is in offering networking and custom chips for a wide range of applications. While we acknowledge the potential of AVGO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AVGO and that has 100x upside potential, check out our report about the cheapest AI stock. Read Next: and Disclosure: None.
Yahoo
23-05-2025
- Business
- Yahoo
CRDO Introduces PILOT for Predictive Link Optimization and Telemetry
Credo Technology Group Holding Ltd CRDO recently launched PILOT, its proprietary Predictive Integrity, Link Optimization and Telemetry is Credo's integrated telemetry and diagnostics platform designed to work across its entire portfolio of connectivity solutions, including SerDes IP, retimer ICs and system-level Active Electrical Cables (AECs). With PILOT, network operators gain real-time visibility into link health, predictive diagnostic capabilities and intelligent troubleshooting tools, all within a secure, scalable and user-friendly innovation positions PILOT as a transformative tool in managing high-speed links across demanding environments such as hyperscale data centers, artificial intelligence/ machine learning (AI/ML) compute workloads and enterprise and cloud-scale is currently available for evaluation on Credo's PCIe retimers, with plans to extend support across the entire Credo portfolio, including SerDes IP, retimer ICs and system-level AECs. Initial feedback from early-access customers highlights faster deployment times, improved link consistency in dense environments and simplified telemetry integration with existing platforms. PILOT continuously analyzes essential link quality parameters on a per-lane basis, including received eye quality, signal-to-noise ratio and average and burst error rates. These metrics allow administrators to detect signal degradation before any major disruption, enhancing maintenance capabilities and overall system of PILOT's standout capabilities is its ability to actively maintain link health across SerDes, retimers and AECs. It dramatically reduces intermittent disconnects that can throttle throughput or crash high-load compute collaboration with customer telemetry systems, PILOT's AI models predict potential failures, offering actionable insights that coincide with regular maintenance windows. This predictive insight enables IT teams to plan preemptive interventions during maintenance periods, preventing outages and ensuring continuity. Another key aspect is its rich, intuitive graphical user interface (GUI). Designed for ease of use, the platform allows teams to capture and analyze trace data and adjust performance settings in real-time. Moreover, security and flexibility form the core of PILOT's architecture. It is embedded with features such as optional secure boot, encrypted attestation reports, open APIs for telemetry data integration and support for zero-trust environments. This ensures that telemetry data and link diagnostics are secure, authenticated and compliant with enterprise-grade security standards. Credo continues to focus on faster, more reliable and energy-efficient solutions to power the future of AI, cloud and hyperscale networks. In April 2025, the company introduced its innovative Lark optical Digital Signal Processor (DSP) family, engineered to transform 800G optical transceivers. The Lark portfolio has two distinct optical DSP is also expanding into PCIe solutions to meet the rising demand in AI networks. A strong interest in its PCIe and Ethernet retimers highlights the need for high-performance tech in AI servers. With PCIe retimer demand set to top $1 billion by 2027, Credo is well-positioned for the third quarter of fiscal 2025, CRDO reported $135 million in revenues, up 87% sequentially and 154% year over year, beating the Zacks Consensus Estimate by 12.5%. This surge was mainly driven by its largest hyperscale customer, which significantly scaled the production of AI platforms, reflecting the growing demand for AI-powered connectivity the fourth quarter, CRDO expects revenues between $155 million and $165 million. The Zacks Consensus Estimate for fiscal fourth-quarter revenues is pegged at $160 million, suggesting growth of 163.2% from the year-ago quarter's reported figure. CRDO currently has a Zacks Rank #3 (Hold). Shares of the company have rallied 210.3% in the past year compared with the Zacks Electronics-Semiconductors industry's growth of 17.3%. Image Source: Zacks Investment Research Some better-ranked stocks from the broader technology space are Juniper Networks, Inc. JNPR, InterDigital, Inc. IDCC and Ubiquiti Inc. UI. JNPR presently sports a Zacks Rank #1(Strong Buy), while IDCC & UI carry a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks is leveraging the 400-gig cycle to capture hyperscale switching opportunities inside the data center. The company is set to capitalize on the increasing demand for data center virtualization, cloud computing and mobile traffic packet/optical convergence. Juniper also introduced new features within the AI-driven enterprise portfolio that enable customers to simplify the rollout of their campus wired and wireless networks while bringing greater insight to network operators. In the last reported quarter, it delivered an earnings surprise of 4.88%.IDCC is a pioneer in advanced mobile technologies that enable wireless communications and capabilities. The company engages in designing and developing a wide range of advanced technology solutions, which are used in digital cellular as well as wireless 3G, 4G and IEEE 802-related products and networks. It has a long-term growth expectation of 15%.Ubiquiti's effective management of its strong global network of more than 100 distributors and master resellers improved its visibility for future demand and inventory management techniques. In the last reported quarter, Ubiquiti delivered an earnings surprise of 33.3%. Its highly flexible global business model remains well-suited to adapt to the changing market dynamics to overcome challenges while maximizing growth. 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 Juniper Networks, Inc. (JNPR) : Free Stock Analysis Report InterDigital, Inc. (IDCC) : Free Stock Analysis Report Ubiquiti Inc. (UI) : Free Stock Analysis Report Credo Technology Group Holding Ltd. (CRDO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
20-05-2025
- Business
- Business Wire
Credo Launches PILOT a Diagnostic and Analytics Software Platform, Enhancing Link Reliability and Performance Across High-Speed Connectivity Solutions
SAN JOSE, Calif.--(BUSINESS WIRE)-- Credo Technology Group Holding Ltd (Credo) (Nasdaq: CRDO), an innovator in providing secure, high-speed connectivity solutions that deliver improved reliability and energy efficiency, today introduced PILOT, its proprietary Predictive Integrity, Link Optimization, and Telemetry platform. Designed to support a full suite of Credo connectivity offerings —including SerDes IP, retimer ICs, and system-level Active Electrical Cables (AEC)—PILOT delivers advanced diagnostic and analytic capabilities along with mission mode telemetry establishing a new benchmark for link reliability and uptime stability. Engineered for the rigorous performance demands of hyperscale data centers, AI clusters, and cloud-scale infrastructure, PILOT empowers network administrators to detect, diagnose, and resolve signal degradation before it impacts workloads. Share Engineered for the rigorous performance demands of hyperscale data centers, AI clusters, and cloud-scale infrastructure, PILOT empowers network administrators to detect, diagnose, and resolve signal degradation before it impacts workloads—dramatically reducing link flaps and minimizing costly system maintenance and down-time. 'PILOT is a major step forward in intelligent connectivity,' said Bill Brennan, CEO of Credo. 'By combining advanced telemetry with system-level debug tools, we're enabling our customers to maintain high-performance, low-power links at scale—minimizing the risk of unexpected link failures or flapping that can disrupt AI workloads and cloud services.' Key Features of PILOT: Real-Time Link Integrity Monitoring: Includes received eye quality, signal to noise ratio, average and burst error rates on a per lane basis to detect subtle degradations before they trigger link instability. Minimized Link Flaps: Actively monitors and maintains consistent link health across SerDes, retimers, and AECs—reducing intermittent disconnects that can throttle throughput. Predictive Diagnostics: In conjunction with our customers' telemetry systems, AI-powered analytics forecast potential failures, enabling preemptive intervention during maintenance windows to reduce system downtime. Intuitive Debug Environment: Rich GUI to examine logged telemetry, initiate trace capture and adjust performance metrics in real time. Secure, Customizable Architecture: Provides advanced security features, open APIs, optional secure boot and encrypted attestation reports to support a zero-trust security model. PILOT is now available for evaluation on Credo's PCIe retimers and will roll out across Credo's SerDes, retimers and system level AECs over the coming quarters. Early-access customers report best-in-class usability, faster deployment and improved consistency in dense rack-scale environments. To learn more or schedule a demo, visit or email sales@ About Credo Credo's mission is to advance high-speed connectivity solutions that deliver optimized performance, reliability, energy efficiency, and security for the next generation of AI driven applications, cloud computing, and hyperscale networks. Optimized for both optical and electrical applications, our solutions support port speeds up to 1.6Tb. At the core of our technology is our proprietary Serializer/Deserializer (SerDes) IP. Our diverse solutions portfolio includes system-level products such as Active Electrical Cables (AECs), a range of Integrated Circuits, including Retimers, Optical DSPs, SerDes chiplets, and SerDes IP Licensing. For more information, please visit Follow Credo on LinkedIn. Credo and the Credo logo are registered trademarks of Credo Technology Group Limited in the United States and other jurisdictions. All other trademarks referenced herein are the property of their respective owners.
