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Credo — 供應鏈與商業關係

下方的每一段關係都源自公開公司申報文件中的逐字引用,點名了交易對手,並附有一鍵連結至原始文件。

點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠=供應 · 橘虛線=競爭 · 藍=合作 · 紫=持股 · 灰虛線=暫停 · 如何閱讀這些資料

6 家供應商2 家合作夥伴3 家競爭對手1 條持股關係4 份來源申報文件

它在 AI 伺服器鏈上的位置

依申報引文,這家公司被定位在 AI 伺服器鏈上的環節。

供應商(供應其產品或服務的公司)

供應來自 ← TSMC 獨家/有限來源
申報於 2026-06-15 · 77 天前
“In fiscal year 2026, we exclusively used Taiwan Semiconductor Manufacturing Company Limited (TSMC) for semiconductor wafer production.”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 在 2026 會計年度獨家使用 TSMC 進行晶圓生產。(以原文為準)
供應來自 ← Amkor
申報於 2026-06-15 · 77 天前
“we use third-party contractors for packaging, assembly and testing, including Amkor Technology Inc. (Amkor) and Advanced Semiconductor Engineering, Inc. (ASE) for packaging our IC products, King Yuan Electronics Company (KYEC) and Sigurd Microelectronics Corp. (Sigurd) for testing our IC products and BizLink Technology, Inc. (BizLink) for manufacturing our AEC products”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 使用 Amkor 等第三方承包商進行 IC 產品的封裝、組裝和測試。(以原文為準)
供應來自 ← ASE
申報於 2026-06-15 · 77 天前
“we use third-party contractors for packaging, assembly and testing, including Amkor Technology Inc. (Amkor) and Advanced Semiconductor Engineering, Inc. (ASE) for packaging our IC products, King Yuan Electronics Company (KYEC) and Sigurd Microelectronics Corp. (Sigurd) for testing our IC products and BizLink Technology, Inc. (BizLink) for manufacturing our AEC products”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 使用 ASE 進行其 IC 產品的封裝。(以原文為準)
供應來自 ← King Yuan Electronics
申報於 2026-06-15 · 77 天前
“we use third-party contractors for packaging, assembly and testing, including Amkor Technology Inc. (Amkor) and Advanced Semiconductor Engineering, Inc. (ASE) for packaging our IC products, King Yuan Electronics Company (KYEC) and Sigurd Microelectronics Corp. (Sigurd) for testing our IC products and BizLink Technology, Inc. (BizLink) for manufacturing our AEC products”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 使用 King Yuan Electronics 進行其 IC 產品的測試。(以原文為準)
供應來自 ← Sigurd Microelectronics
申報於 2026-06-15 · 77 天前
“we use third-party contractors for packaging, assembly and testing, including Amkor Technology Inc. (Amkor) and Advanced Semiconductor Engineering, Inc. (ASE) for packaging our IC products, King Yuan Electronics Company (KYEC) and Sigurd Microelectronics Corp. (Sigurd) for testing our IC products and BizLink Technology, Inc. (BizLink) for manufacturing our AEC products”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 委託 Sigurd Microelectronics 進行 IC 產品測試。(以原文為準)
供應來自 ← BizLink Technology
申報於 2026-06-15 · 77 天前
“we use third-party contractors for packaging, assembly and testing, including Amkor Technology Inc. (Amkor) and Advanced Semiconductor Engineering, Inc. (ASE) for packaging our IC products, King Yuan Electronics Company (KYEC) and Sigurd Microelectronics Corp. (Sigurd) for testing our IC products and BizLink Technology, Inc. (BizLink) for manufacturing our AEC products”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 使用 BizLink Technology 作為其 AEC 產品之製造承包商。(以原文為準)

合作夥伴與協作

合作夥伴 ↔ Oracle
申報於 2026-06-15 · 77 天前
“We partnered with Oracle to develop our ZeroFlap Optics”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 與 Oracle 合作開發 ZeroFlap Optics。(以原文為準)
合作夥伴 ↔ Microsoft
申報於 2026-06-15 · 77 天前
“Created switch cable and open-sourced implementation with Microsoft to realize their vision for a highly reliable network-managed dual-ToR architecture”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 與 Microsoft 共同開發了交換機電纜並開源實現。(以原文為準)

競爭對手

相互競爭 ↔ Marvell
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Credo Technology Group Holding Ltd”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Credo 與 Marvell 等公司直接競爭。(以原文為準)
相互競爭 ↔ Astera Labs
申報於 2026-02-20 · 192 天前
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”
— ALAB 10-K,申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗
Astera Labs 的主要競爭對手包括 Broadcom, Inc.、Credo Technology Group Holding Ltd. 等公司。(以原文為準)
相互競爭 ↔ MACOM
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”
— MTSI 10-K,申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗
MACOM 的重要競爭者包括 Credo。(以原文為準)

所有權與投資

獲其持股 ← Amazon
申報於 2026-06-15 · 77 天前
“During fiscal year 2022, the Company issued a warrant to Amazon.com NV Investment Holdings LLC (Holder) to purchase an aggregate of up to 4.1 million of our ordinary shares at an exercise price of $ 10.74 per share (the Customer Warrant).”
— CRDO 10-K,申報於 2026-06-15 EDGAR · 查看原始申報文件 ↗
Credo 向 Amazon 發行了一張認股權證,可購買最多 410 萬股普通股,行使價為每股 $10.74。(以原文為準)

公司公告

Credo 自身的申報/公告,取自本站檔案:美國 SEC 財報申報(8-K Item 2.02 與 6-K 業績報告)自 2025-07-22 起,另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史;主旨一律以原文原樣呈現。

2026-06-01財報發布Credo Technology Group Holding Ltd Reports Fourth Quarter and Fiscal Year 2026 Financial Results
San Jose, Calif. (June 1, 2026) - Credo Technology Group Holding Ltd (Nasdaq: CRDO) (“Credo”), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today reported financial results for the fourth quarter and full fiscal year 2026, ended May 2, 2026. Fourth Quarter of Fiscal Year 2026 Financial Highlights
顯示更多原文
• Revenue of $437.0 million grew by 7.4% quarter over quarter and 157.0% year over year • GAAP gross margin of 68.2% and non-GAAP gross margin of 68.3% • GAAP operating expenses of $142.2 million and non-GAAP operating expenses of $81.7 million • GAAP net income of $169.1 million and non-GAAP net income of $226.7 million • GAAP diluted net income per share of $0.88 and non-GAAP diluted net income per share of $1.16 • Ending cash and short-term investment balance of $1.4 billion Management Commentary Bill Brennan, Credo’s President and Chief Executive Officer, stated, “Fiscal 2026 marked another defining year for Credo. For the year, revenue more than tripled to $1.3 billion , and non-GAAP net income increased more than five times to $662 million .
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 5.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-03-02財報發布Credo Technology Group Holding Ltd Reports Third Quarter of Fiscal Year 2026 Financial Results
San Jose, Calif. (March 2, 2026) - Credo Technology Group Holding Ltd (Credo) (Nasdaq: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today reported financial results for the third quarter of fiscal year 2026, ended January 31, 2026. Third Quarter of Fiscal Year 2026 Financial Highlights
顯示更多原文
• Revenue of $407.0 million, grew by 51.9% quarter over quarter and 201.5% year over year • GAAP gross margin of 68.5% and non-GAAP gross margin of 68.6% • GAAP operating expenses of $129.2 million and non-GAAP operating expenses of $77.4 million • GAAP net income of $157.1 million and non-GAAP net income of $208.8 million • GAAP diluted net income per share of $0.82 and non-GAAP diluted net income per share of $1.07 • Ending cash and short-term investment balance of $1.3 billion Management Commentary Bill Brennan, Credo’s President and Chief Executive Officer, stated, “In the third quarter Credo once again delivered record results with revenue of $407.0 million , an increase of more than 50% sequentially and 200% year over year.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-02-09財報發布Credo Provides Preliminary Third Quarter Fiscal Year 2026 Revenue
Results, Updated Revenue Guidance for Fourth Quarter of Fiscal Year 2026 and Schedules Third Quarter Fiscal Year 2026 Financial Results Conference San Jose, Calif.
顯示更多原文
(February 9, 2026) - Credo Technology Group Holding Ltd (Credo) (Nasdaq: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today provided preliminary revenue results for the third quarter and updated revenue guidance for the fourth quarter of fiscal year 2026. Credo expects to report third quarter fiscal year 2026 revenue in the range of $404 million to $408 million, above the high-end of Credo’s previously announced third quarter guidance range of $335 million and $345 million. Looking towards the end of fiscal year 2026 and into fiscal 2027, Credo expects sequential revenue growth in the mid-single digits leading to more than 200% year-over-year growth in the current fiscal year. Credo will provide additional details and discuss its financial results for the quarter ended January 31, 2026 during Credo’s third quarter fiscal year 2026 earnings conference call. Credo will hold the conference call on Monday, March 2, 2026, at 2:00 p.m. Pacific Time.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-09-03財報發布Credo Technology Group Holding Ltd Reports First Quarter of Fiscal Year 2026 Financial Results
San Jose, Calif. (September 3, 2025) - Credo Technology Group Holding Ltd (Credo) (Nasdaq: CRDO), an innovator in providing secure, high-speed connectivity solutions that deliver improved reliability and energy efficiency for the next generation of AI-driven applications, cloud computing and hyperscale networks, today reported financial results for the first quarter of fiscal year 2026, ended
顯示更多原文
August 2, 2025. First Quarter of Fiscal Year 2026 Financial Highlights • Revenue of $223.1 million, grew by 274% year over year and 31% quarter over quarter • GAAP gross margin of 67.4% and non-GAAP gross margin of 67.6% • GAAP operating expenses of $89.6 million and non-GAAP operating expenses of $54.5 million • GAAP net income of $63.4 million and non-GAAP net income of $98.3 million • GAAP diluted net income per share of $0.34 and non-GAAP diluted net income per share of $0.52 • Ending cash and short-term investment balance of $479.6 million Management Commentary Bill Brennan, Credo’s President and Chief Executive Officer, stated, “During the first quarter of fiscal 2026, Credo continued a strong growth trajectory.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗