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$231.31B

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15.77M

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Lumentum to Demonstrate DWDM ELSFP at ECOC 2026: What's Ahead?Lumentum Holdings is expanding its optical connectivity solutions for AI data centers, planning to demonstrate an eight-wavelength DWDM ELSFP module at ECOC 2026 for co-packaged optics (CPO) and near-packaged optics (NPO) architectures. The company expects ultra-high-power laser chip demand to ramp in 2H 2027 and is expanding manufacturing capacity across Japan and the U.S. However, it faces intensifying competition from Marvell Technology and Applied Optoelectronics in the CPO/NPO market.Zacks Investment Research · Sep 22, 2026

Why Credo's New 1.6T Optics Matter to Its $600 Million Optical PushCredo 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.Zacks Investment Research · Sep 21, 2026

Is CRDO Stock Worth Buying as Growth Outruns Its Premium Valuation?Credo Technology (CRDO) expects fiscal 2027 revenue growth exceeding 85% with expanding optical business becoming a second growth engine alongside its core Active Electrical Cables. However, the stock trades at a significant premium (11.1X forward sales vs. 5.0X sub-industry average) and faces execution risks due to high customer concentration, with the top two customers accounting for 61% of Q1 revenues. The company carries a Zacks Rank #3 (Hold) rating despite strong growth and margin profiles.Zacks Investment Research · Sep 21, 2026

CRDO Down 20.3% in a Month: Is the Weakness an Opportunity?Credo Technology (CRDO) has declined 20.3% over the past month despite posting 114.7% year-over-year revenue growth to $479 million in fiscal Q1 2027. The company expects fiscal 2027 revenue growth above 85%, driven by active electrical cables (AECs) and optical products. However, concerns remain regarding high customer concentration (top 2 customers = 61% of revenues), premium valuation at 11.1X forward sales, and rising operating expenses. The stock carries a Zacks Rank #3 (Hold) rating.Zacks Investment Research · Sep 21, 2026

Semiconductor Stocks to Buy and Hold Through 2030The article analyzes four semiconductor companies for long-term holding through 2030 amid AI infrastructure buildout. Nvidia and Broadcom are recommended as anchors due to durable profit positions, Marvell is a buy but should be kept smallest, and Micron is rated a hold. The author cautions that AI spending will eventually cool, making valuation and supply chain positioning critical factors for four-year returns.The Motley Fool · Sep 19, 2026

Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth?GlobalFoundries has signed a multi-year agreement with Marvell Technology to expand silicon germanium (SiGe) production capacity at its Burlington, Vermont facility. The expansion will support next-generation optical transceivers and networking solutions for AI and cloud data centers. GFS shares have outperformed the industry over the past year, though the company faces competition from UMC and TSMC in the optical connectivity market.Zacks Investment Research · Sep 18, 2026

Applied Materials vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026?Applied Materials and Marvell Technology are compared as semiconductor investment options for 2026. Applied Materials, a chipmaking equipment manufacturer, shows steady 4.4% revenue growth with a conservative P/E of 35.4 and strong financial metrics. Marvell Technology, focused on AI data center solutions, demonstrates explosive 42.1% growth but trades at a premium P/E of 55.9 with high customer concentration. The author recommends Applied Materials as the less risky choice, citing concerns about Marvell's heavy exposure to AI spending sustainability and intense competition from tech giants.The Motley Fool · Sep 17, 2026

Why Marvell Stock Rallied TodayMarvell Technology stock surged up to 5.4% following reports of a potential deal between SK Hynix and Intel to manufacture memory chips in the U.S. for the first time. As a partner of SK Hynix working on data transfer acceleration, Marvell benefits from any steps to ease the memory chip shortage bottleneck in AI. While Marvell trades at a premium valuation of 34x next year's earnings, its record revenue and accelerating growth support the positive momentum.The Motley Fool · Sep 16, 2026

ALAB Broadens Leo Portfolio: Can It Stay Ahead of MRVL & CRDO?Astera Labs (ALAB) has expanded its Leo Smart Memory Controller portfolio with new X-Series and Leo 2 E/P Series products targeting agentic AI and cloud workloads. The company reported record Q2 2026 revenue growth and expects Q3 revenues between $540-560 million, representing ~40% sequential growth. ALAB faces competition from Marvell Technology and Credo Technology in the AI connectivity space.Zacks Investment Research · Sep 16, 2026

Credo Powers AI Networks With New 1.6T ZeroFlap Optics LaunchCredo Technology Group launched its new 224G ZeroFlap optical transceivers supporting 1.6T port speeds for AI architectures. The products integrate DSPs with silicon photonics PICs to reduce insertion loss and improve link margin. Credo expects optical revenue above $600 million in fiscal 2027 with over 85% full-year revenue growth, though it faces intense competition from Marvell Technology and Astera Labs in the high-speed optical networking market.Zacks Investment Research · Sep 16, 2026

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