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北京时间·🕒 发布 08-03 21:00:00(美东 09:00)·⟳ 抓取 08-03 21:03:14 +3m14s·⚡ 决策 08-04 13:03:14 +16h00m·84.1 天前
Credo将在FMS 2026展示AI内存与存储互连产品
这是Credo自家IR发布的展会展示/产品宣传,未披露新增客户、订单金额、量产进展或收入指引。
📄 原文CRDO↗ 原文
Credo to Showcase AI Memory and Storage Connectivity Solutions at FMS 2026
SAN JOSE, Calif.--(BUSINESS WIRE)-- Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providin…
不做 Credo Technology Group(CRDO.US)
公司自家展会展示和奖项入围属于产品宣传软催化,未披露订单、客户定点、收入分成或指引变化,对Credo Technology Group(CRDO.US)短线重定价不足,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是Credo自家IR发布的展会展示/产品宣传,未披露新增客户、订单金额、量产进展或收入指引。
- OmniConnect Weaver、PCIe 6.0 Toucan retimer等信息属于既有AI连接叙事延展,无法量化为短期业绩增量。
主要风险
- 若后续在FMS披露真实客户定点、订单或获奖落地,再作为新催化重新评估。
原文全文
展开原文 · 3,812 字
SAN JOSE, Calif.--(BUSINESS WIRE)--
Credo Technology Group Holding Ltd
(Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, will showcase its latest interconnect products for AI memory and storage applications this week at the FMS (Future of Memory and Storage) 2026 conference. The FMS 2026 conference will take place August 4-6 at the Santa Clara Convention Center.
Credo will showcase its latest interconnect products for AI memory and storage applications at the FMS (Future of Memory and Storage) 2026 conference taking place August 4-6 at the Santa Clara Convention Center.
“The ability to move data reliably and efficiently across compute, memory, and storage resources is increasingly becoming the defining factor in AI infrastructure performance,” said Vishal Shah, Vice President of Product at Credo. “At Credo, we deliver innovative and reliable connectivity solutions that help overcome memory and storage bottlenecks, enabling systems with higher bandwidth, greater throughput, and more efficiency. We're excited to join industry leaders at the Future of Memory and Storage conference to showcase how these advances are accelerating AI at scale.”
Credo Product Highlights (Booth #1146):
OmniConnect Weaver solution
: An AI memory and chip-to-chip interconnect that breaks through the memory bottlenecks that limit AI inference scalability. OmniConnect Weaver combines ultra-efficient 112G VSR SerDes with a lightweight AXI framer to deliver up to 25x increase in memory density and 5% increase in bandwidth compared to HBM4.
PCIe® 6.0 technology-capable Toucan PCIe retimer
: Extends PCIe reach between CPUs, GPUs, accelerators, and storage enabling greater system design flexibility for next-generation AI infrastructure. Toucan PCIe retimer provides high-performance signal conditioning across challenging channels while also providing structured observability with Credo’s PILOT diagnostic and analytics software platform.
Chat with the Experts Event
Vishal Shah, Vice President of Product, Credo will participate in the
Beer, Pizza & Chat with the Experts event
on Wednesday, August 5 at 7:15 pm on the topic of AI Data Center Storage Architecture / Memory & Storage AI Acceleration.
FMS Best of Show Awards Finalist
Credo has been named a finalist for the
FMS Best of Show Awards
for its OmniConnect Weaver interconnect solution in two separate award categories: AI Application and User Implementation. The award winners will be announced at the conference on Tuesday, August 4 at 6:00 pm.
To request a meeting or product demo, please contact
sales@credosemi.com
.
About Credo
Credo’s mission is to transform connectivity at scale through fast, reliable, and energy-efficient system solutions. Our high-speed copper and optical interconnect products deliver industry-leading power and performance at up to 1.6T to meet the ever-expanding data infrastructure demands of AI.
Our product portfolio includes ZeroFlap (ZF) Active Electrical Cables (AECs) and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, all leveraging the PILOT diagnostic and analytics software platform. Credo innovations enable our customers to connect the systems that connect the world.
For more information, please visit
https://www.credosemi.com
. Follow Credo on
LinkedIn
.
Credo, the Credo logo and the color purple when associated with AECs 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.
Media Contact:
Kristin Hehir
kristin.hehir@credosemi.com
Investor Contact
:
Dan O’Neil
dan.oneil@credosemi.com
Source: Credo
Credo Technology Group Holding Ltd
(Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, will showcase its latest interconnect products for AI memory and storage applications this week at the FMS (Future of Memory and Storage) 2026 conference. The FMS 2026 conference will take place August 4-6 at the Santa Clara Convention Center.
Credo will showcase its latest interconnect products for AI memory and storage applications at the FMS (Future of Memory and Storage) 2026 conference taking place August 4-6 at the Santa Clara Convention Center.
“The ability to move data reliably and efficiently across compute, memory, and storage resources is increasingly becoming the defining factor in AI infrastructure performance,” said Vishal Shah, Vice President of Product at Credo. “At Credo, we deliver innovative and reliable connectivity solutions that help overcome memory and storage bottlenecks, enabling systems with higher bandwidth, greater throughput, and more efficiency. We're excited to join industry leaders at the Future of Memory and Storage conference to showcase how these advances are accelerating AI at scale.”
Credo Product Highlights (Booth #1146):
OmniConnect Weaver solution
: An AI memory and chip-to-chip interconnect that breaks through the memory bottlenecks that limit AI inference scalability. OmniConnect Weaver combines ultra-efficient 112G VSR SerDes with a lightweight AXI framer to deliver up to 25x increase in memory density and 5% increase in bandwidth compared to HBM4.
PCIe® 6.0 technology-capable Toucan PCIe retimer
: Extends PCIe reach between CPUs, GPUs, accelerators, and storage enabling greater system design flexibility for next-generation AI infrastructure. Toucan PCIe retimer provides high-performance signal conditioning across challenging channels while also providing structured observability with Credo’s PILOT diagnostic and analytics software platform.
Chat with the Experts Event
Vishal Shah, Vice President of Product, Credo will participate in the
Beer, Pizza & Chat with the Experts event
on Wednesday, August 5 at 7:15 pm on the topic of AI Data Center Storage Architecture / Memory & Storage AI Acceleration.
FMS Best of Show Awards Finalist
Credo has been named a finalist for the
FMS Best of Show Awards
for its OmniConnect Weaver interconnect solution in two separate award categories: AI Application and User Implementation. The award winners will be announced at the conference on Tuesday, August 4 at 6:00 pm.
To request a meeting or product demo, please contact
sales@credosemi.com
.
About Credo
Credo’s mission is to transform connectivity at scale through fast, reliable, and energy-efficient system solutions. Our high-speed copper and optical interconnect products deliver industry-leading power and performance at up to 1.6T to meet the ever-expanding data infrastructure demands of AI.
Our product portfolio includes ZeroFlap (ZF) Active Electrical Cables (AECs) and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, all leveraging the PILOT diagnostic and analytics software platform. Credo innovations enable our customers to connect the systems that connect the world.
For more information, please visit
https://www.credosemi.com
. Follow Credo on
.
Credo, the Credo logo and the color purple when associated with AECs 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.
Media Contact:
Kristin Hehir
kristin.hehir@credosemi.com
Investor Contact
:
Dan O’Neil
dan.oneil@credosemi.com
Source: Credo
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