Credo Technology Group to Buy DustPhotonics, Boosting AI Optical Portfolio and FY2027 Growth Outlook

6 days ago 4

MarketBeat

Wed, April 15, 2026 astatine 6:22 AM CDT 6 min read

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Credo Technology Group agreed to get DustPhotonics to grow its optical stack by integrating Dust’s silicon photonics PICs with Credo’s optical DSP and ZeroFlap optics, targeting stronger system‑level connectivity for AI infrastructure and higher speeds (roadmap to 3.2 Tbps) portion simplifying architectures and reducing laser count.
The woody is expected to adjacent successful Q2 2026 and Credo says DustPhotonics volition beryllium an further maturation operator starting successful fiscal 2027, with fiscal 2027 gross present forecast to turn successful excess of 75% year‑over‑year and the transaction expected to beryllium accretive thereafter.
Management plans astir a one‑year integration of Dust exertion into ZF Optics and is pursuing a dual roadmap (co‑packaged/near‑packaged optics positive microLED), highlighting Dust’s telemetry sensors and positioning the combined offering to vie arsenic next‑generation speeds and markets evolve.
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Credo Technology Group (NASDAQ:CRDO) has entered into a definitive statement to get DustPhotonics, a institution Credo described arsenic a person successful silicon photonics photonic integrated circuit (PIC) technology. The transaction is intended to grow Credo’s optical portfolio and deepen its system-level connectivity offering for AI infrastructure, spanning copper and optical solutions crossed front-end, scale-out, and scale-up networks, executives said connected a league call.

Chief Executive Officer Bill Brennan said the acquisition builds connected Credo’s instauration successful high-speed connectivity, which helium said combines SerDes, DSP, and system-level design. As AI clusters scale, Brennan said requirements for “reliability, power, and show are lone getting tighter,” and the institution is aiming to enactment up of those demands by integrating DustPhotonics’ silicon photonics PICs with Credo’s existing optical DSP and ZeroFlap (ZF) optics platform.

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Brennan highlighted what helium characterized arsenic near-term gross accidental from DustPhotonics’ existing business. He said DustPhotonics has a “strong standalone PIC concern with plan wins astatine starring hyperscalers,” and added that its exertion “simplifies architectures, reduces laser count, and supports higher speeds with a roadmap to 3.2 Tbps.” Brennan said DustPhotonics is expected to go “an further maturation operator for america starting successful fiscal 2027.”

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