What Credo makes for data centers
public · credosemi.com
Credo is a publicly listed company. It appears on 3 parts of the AI data center — ASIC design services, IP & EDA, Optical DSPs, drivers, TIAs and Copper: DAC / ACC / AEC cables — in the roles of service and manufacturer. Those parts sit in Layer 1 — Compute silicon & packaging and Layer 3 — Networking & interconnect. Its shares trade on US exchanges (NYSE/Nasdaq) as CRDO.
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 | disclosed | Broadcom, Marvell, MaxLinear | |
| Copper: DAC / ACC / AEC cables | manufacturer | disclosed | Amphenol, Bizlink, Foxconn Interconnect, Luxshare, TE Connectivity, Volex | AECs |
Where Credo sits in the stack
Credo's placements in this catalog cover 3 parts, from layer 1 (compute silicon & packaging) to layer 3 (networking & interconnect). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- ASIC design services, IP & EDA — Outside firms and licensors — design-services houses, IP blocks, and EDA software — that hyperscalers and accelerator startups use to turn a chip specification into a manufacturable design.
- Optical DSPs, drivers, TIAs — The signal-processing silicon inside optical modules — DSPs plus the drivers and TIAs that condition the electrical signal on either side of the laser and photodetector.
- Copper: DAC / ACC / AEC cables — High-speed copper cable assemblies — DAC, ACC, and AEC types — that link GPUs, NICs, and switches over short distances as a lower-cost alternative to optical transceivers.
Closest peers in this catalog
Seen in real machines
Credo is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- DAC / ACC / AEC cables
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| largest customers (combined) | 90% | revenue | 2026-05-02 | 10-K |
Questions about Credo
- What does Credo make for AI data centers?
- This catalog places Credo on 3 parts: ASIC design services, IP & EDA (service), Optical DSPs, drivers, TIAs (manufacturer) and Copper: DAC / ACC / AEC cables (manufacturer).
- Is Credo publicly traded?
- Yes — Credo is listed on US exchanges (NYSE/Nasdaq) under CRDO. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes ASIC design services, IP & EDA for AI data centers?
- Alchip, Arm, Broadcom, Cadence, Faraday and Global Unichip are also placed on ASIC design services, IP & EDA in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Credo the mix is 2 disclosed and 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.