Who Credo buys from and sells to
Fabless maker of active electrical cables, SerDes and optical DSPs that wire up AI servers and switches.
Buys from 2
- TSMCTSMfabricates the SerDes and DSP chips
- Cable assembly partners in Asiaassembly of the active electrical cables
Sells to 4
- AmazonAMZNactive electrical cables for AI racks
- MicrosoftMSFTthe same
- xAIthe same, for its GPU clusters
- MetaMETAthe same
Where the chain could break
- Top three customers were 34%, 27% and 16% of fiscal Q4 2026 revenue
- If hyperscalers switch short links to optics or co-packaged copper, AEC demand falls
Competes with
- MarvellMRVLoptical DSPs and cable silicon
- BroadcomAVGOSerDes and DSPs
- Astera LabsALABretimers and cable modules in the same racks
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.