Why Credo's New 1.6T Optics Matter to Its $600 Million Optical Push

Credo Technology launched new 224G-based ZeroFlap optical transceivers supporting 1.6T port speeds for AI scale-out interconnects. The company targets over $600 million in optical revenues by fiscal 2027 across multiple product lines including silicon photonics and optical DSPs. Success depends on customer ramps with hyperscalers and execution amid rising R&D spending.