Credo Technology (CRDO)

Technology

Inflection Point Research, LLC

Following its share price collapse, Michael Fox remarks that it is difficult to watch a big customer like Microsoft treat a small vendor with leading edge technology in such a terrible way. However, he believes MSFT’s development of new tech has been broken for some time (internal ineptitude / no cohesive strategy) and it may well turn out that they realise that they need CRDO as a strategic vendor and will give them additional business going forward. Meanwhile, the other business activities remain intact, and the overall trends in the industry benefiting AECs, and CRDO as the first supplier, have not changed.

- 17 February, 2023

Credo Technology (CRDO)

Technology

Inflection Point Research, LLC

Provides leading edge solutions to datacentres that increases performance, saves power and money - what is most notable is the breadth of the applications for the company's technology solutions. CRDO's IP licensing contributes at the chip level; gearboxes and retimers at the board level; AECs to short (<12m) intra rack connection; PAM4 DSPs to 2km-40km optical links; and its MACsec solutions contribute to coherent transmission over 1000’s of km. But the best thing is that it’s all being driven by CRDO’s hyperscale customers. Many small semi companies have been acquired for exorbitant amounts of money and with tech much less valuable.

- 16 September, 2022