本周二(12月3日),网络芯片公司 CREDO TECHNOLOGY GROUP HOLDING LTD 盘起涨近40%,截至发稿报65.5美元,公司Q2业绩超市场预期。
Credo成立于2008年,为数据基础设施运营商和5G无线服务提供商提供芯片、线卡、电缆和技术解决方案,该公司的客户包括微软(MSFT.US)和其他数据基础设施公司。
公司第二季度财报数据显示,Q2营收为7,200万美元,较上一季度增长21%,同比增长64%,Non-GAAP毛利率为63.6%。
二季度Non-GAAP营收为830万美元,较第一季度的220万美元有显著增长;Non-GAAP净利润为1,230万美元,相较于第一季度的700万美元亦有所提升。
财报显示,Credo推出了面向AI后端网络的新款800吉比特ZeroFlaps AEC(高级以太网控制器),并完成了3纳米、每通道200吉比特速率设计的流片。
此前,公司在多个行业会议上展示了当前及下一代广泛的连接解决方案。预计随着客户关系的持续巩固和产品开发的不断推进,公司业绩将在2025财年之后继续保持增长态势。
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