Optical platforms are moving into 1.6T ramps
Optical growth is broadening beyond DSPs into silicon photonics and transceivers, with 1.6T products entering customer engagement and production ramps. The theme read-through favors suppliers exposed to high-speed optical module content.
Our initial wins are in 800GB and 1.6T optical transceivers, and we expect these products to ramp throughout the year.
Who it touches
- CRDObullish
Record optical DSP revenue, initial PIC revenue, and planned 1.6T DSP and transceiver ramps indicate expanding optical product contribution.
- COHRbullish
Optical DSP, silicon photonics, and transceiver ramps signal increasing demand for advanced optical components.
- LITEbullish
Growth in 800GB and 1.6T optical transceivers supports demand for optical components and modules.
- AAOIbullish
The cited 800GB and 1.6T transceiver ramps are directly relevant to high-speed optical module suppliers.
About this signal
- Company
- Credo Technology Group Holding Ltd
- Category
- technology
- Call
- Q1 fiscal 2027