Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026 - The Globe and Mail

In 2026, Credo Technology emerged as a standout performer in the semiconductor industry, significantly outpacing industry giants like NVIDIA and Broadcom. Credo specializes in high-speed, energy-effic... Read original →

Credo’s surge reflects the hard physical limits of electrical interconnects in dense AI clusters. Its acquisition of DustPhotonics accelerates the industry’s pivot from copper to optical GPU interconnects, forcing TSMC and Intel to fast-track co-packaged optics. While U.S. export controls on advanced packaging pose indirect risks, Credo’s focus on mid-stack connectivity largely sidesteps direct sanctions. NVIDIA’s in-house optical modules and Broadcom’s Tomahawk X8 will pressure margins, compelling Credo to lock in hyperscalers via AEC-standard integration. Within 18 months, optical interconnects will shift from optional to mandatory infrastructure in AI data centers. If Credo shapes the 800G/1.6T interface protocols, it could replicate Marvell’s historical dominance in storage controllers—turning a component play into a systemic choke point.