What Credo makes for data centers
public
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
3 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| ASIC design services, IP & EDA | service | inferred | Alchip, Arm, Broadcom, Cadence, Faraday, Global Unichip | SerDes IP |
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Optical DSPs, drivers, TIAs | manufacturer | inferred | Broadcom, Marvell, MaxLinear | |
| Copper: DAC / ACC / AEC cables | manufacturer | inferred | Amphenol, Bizlink, Foxconn Interconnect, Luxshare, TE Connectivity, Volex | AECs |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| Customer A | 10% | receivables | 2026-05-02 | 10-K |
| Customer B | 10% | receivables | 2026-05-02 | 10-K |
| Customer B | 10% | revenue | 2026-05-02 | 10-K |
| one customer | 90% | revenue | 2026-05-02 | 10-K |
| Customer A | 10% | receivables | 2026-01-31 | 10-Q |
| Customer B | 10% | revenue | 2026-01-31 | 10-Q |
| Customer C | 10% | receivables | 2026-01-31 | 10-Q |
| Customer A | 10% | receivables | 2025-11-01 | 10-Q |
| Customer B | 10% | receivables | 2025-11-01 | 10-Q |
| Customer B | 10% | revenue | 2025-11-01 | 10-Q |
| Customer C | 10% | revenue | 2025-11-01 | 10-Q |