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AOI and Credo to Showcase 400G and 800G MMF Solutions at OFC 2024

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Credo Technology Group Holding (CRDO) and Applied Optoelectronics, Inc (AAOI) announced the launch of two new multimode designs, a 400G QSFP-DD, and an 800G OSFP, aimed at reducing the carbon footprint of AI and Ethernet networks. The designs feature industry-leading performance, lower power consumption, and are showcased at the 2024 Optical Fiber Communications Conference and Exhibition.
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The introduction of 400G and 800G multimode designs by Credo Technology Group and Applied Optoelectronics represents a significant step in the evolution of data center infrastructure. These new transceivers and Active Optical Cables (AOCs) are designed to meet the increasing demand for high-speed data transfer and lower power consumption in complex AI and Ethernet networks. In the context of data centers, the transition from 100G to 400G and now towards 800G connectivity underlines the industry's pursuit of higher bandwidth capabilities to support the explosion of data-intensive applications.

From a technical standpoint, the mention of 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers and 8 x 100Gbps PAM4 DSP indicates the use of advanced modulation techniques to increase the amount of data transmitted without needing additional fibers. This efficiency is important for data centers looking to scale their operations without a proportional increase in energy consumption or physical infrastructure. The emphasis on lower power consumption aligns with the broader industry trend towards greener technology solutions, which is a growing concern for both operators and investors mindful of ESG (Environmental, Social and Governance) factors.

For stakeholders, the immediate availability of samples for shipment suggests a readiness to deploy these solutions in operational environments. This could potentially lead to early adoption advantages for data center operators, including reduced operational costs and enhanced competitive positioning in the market.

As businesses increasingly prioritize sustainability, the launch of more energy-efficient networking components by Credo and AOI aligns with the global push towards reducing carbon footprints. In data centers, energy consumption is a major operational cost and environmental concern. The new 400G and 800G designs promise lower power consumption, which could significantly reduce the environmental impact of expanding AI and Ethernet networks.

It's important to note that the technology industry is under pressure to demonstrate progress in sustainability. By offering solutions that can help data center operators achieve their sustainability goals, Credo and AOI may gain a competitive edge in the market. The potential reduction in cost of ownership, coupled with enhanced network robustness, is likely to be well-received by industry players who are balancing performance needs with environmental responsibilities.

From an investor's perspective, companies that lead in sustainable innovation often enjoy a positive reputation and can attract investment from funds focused on ESG criteria. This innovation could therefore have implications not just for operational efficiency but also for corporate valuation and investor interest in the longer term.

Lowering the carbon footprint of rapidly expanding AI and Ethernet networks

SAN JOSE, Calif.--(BUSINESS WIRE)-- Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO) and Applied Optoelectronics, Inc (AOI) (Nasdaq: AAOI) today announced the availability of two new multimode designs including a 400G QSFP-DD and an 800G OSFP. The 400G design is available as either an Active Optical Cable (AOC) or 400GBASE-SR8 transceiver based on the Credo Seagull 452, an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers. The 800G design is available as either an Active Optical Cable (AOC) or 800GBASE-SR8 transceiver based on the Credo Dove 800, an 8 x 100Gbps PAM4 DSP. Both designs feature industry leading performance and lower power consumption compared to previous generation solutions. The 400G and 800G designs from AOI will be showcased by Credo in booth #3601 as part of a live demonstration at the 2024 Optical Fiber Communications Conference and Exhibition (OFC) in San Diego, California from March 26 to 28.

AOl and Credo to Showcase 400G & 800G MMF Solutions at OFC 2024. Visit us in Booth 3601 at OFC. (Graphic: Business Wire)

AOl and Credo to Showcase 400G & 800G MMF Solutions at OFC 2024. Visit us in Booth 3601 at OFC. (Graphic: Business Wire)

“AOCs and multimode transceivers are an integral part of AI and Ethernet networks, as an interconnect between the GPU server, and leaf and spine switches,” said Dr. Fred Chang, SVP and GM from AOI. “With the rapid build-out of greenfield AI networks and the expansion of existing infrastructure, there is an urgent need to reduce network power dissipation and cost of ownership, while ensuring overall network robustness. AOI’s new 400G and 800G designs, featuring the Credo Seagull 452 and Dove 800 DSPs, take advantage of the latest technologies available on the market to address these challenges.”

“Credo’s Seagull 452 was designed from the ground up with the sole focus of creating an optimized 400G AOC solution,” said Chris Collins, Credo’s Vice President of Sales and Optical Product Marketing. “In addition, the Dove 800 is a fourth generation DSP offering a world class combination of power and performance needed to ensure robust 800G connections. With the growing number of Ethernet links in both frontend and backend AI networks, there is a clear industry need to push the envelope on performance, energy efficiency, and system cost. These new designs from AOI are a real home run for datacenter operators seeking to optimize next generation connectivity.”

Availability

Samples of the AOI 400G QSFP-DD AOC are available for immediate shipment.

About the Credo Seagull 452

The Seagull 452 DSP is an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers. It boasts exceptionally low-power consumption while incorporating Credo’s fourth generation DSP technology on both the electrical host and optical interfaces. This allows for extended host side reach supporting seamless operation over short and long PCB channels beyond the VSR specifications eliminating any manual tuning. On the optical side, the latest performance enhancements allow customers to relax the optical component specifications, thereby increasing manufacturing yields and lowering the overall transceiver cost. When paired with the Credo Teal 200 4 x 50Gbps TIA, Seagull 452 enables a complete 400G AOC or 400G SR8 transceiver solution offering enhanced performance, exceptionally low power, and optimized cost.

About the Credo Dove 800

The Dove 800 is a fourth generation, low-power, high-performance 8 x 100Gbps PAM4 DSP for 800G transceiver and AOC designs. The optical receive interface incorporates unique reflection cancellation and non-linear compensation features to ensure optimal link performance with a wide range of optics. The host interface supports PCB channels beyond the VSR specifications to eliminate any manual turning with different host platforms. Dedicated PLLs are included for each transmit and receive data lane enabling seamless operation in breakout applications. On-chip crossbar, performance monitors, loopbacks and link analysis simplify module design, bring-up, and production testing for all Dove 800 designs.

About Credo

Our mission is to deliver high-speed solutions to break bandwidth barriers on every wired connection in the data infrastructure market. Credo is an innovator in providing secure, high-speed connectivity solutions that deliver improved power efficiency as data rates and corresponding bandwidth requirements increase exponentially throughout the data infrastructure market. Our innovations ease system bandwidth bottlenecks while simultaneously improving on power, security, and reliability. Our connectivity solutions are optimized for optical and electrical Ethernet applications, including the emerging 100G (or Gigabits per second), 200G, 400G, 800G and the emerging 1.6T (Terabits per second) port markets. Credo products are based on our proprietary Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Our product families include Integrated Circuits (ICs) for the optical and line card markets, Active Electrical Cables (AECs) and SerDes Chiplets. Our intellectual property (IP) solutions consist primarily of SerDes IP licensing.

For more information, please visit https://www.credosemi.com. Follow Credo on LinkedIn.

About AOI

Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment. AOI’s products are the building blocks for broadband fiber access networks around the world, where they are used in the internet datacenter, CATV broadband, telecom and FTTH markets. AOI supplies optical networking lasers, components and equipment to tier-1 customers in all four of these markets. In addition to its corporate headquarters, wafer fab and advanced engineering and production facilities in Sugar Land, TX, AOI has engineering and manufacturing facilities in Taipei, Taiwan and Ningbo, China. For additional information, visit www.ao-inc.com.

Media Contact:

Diane Vanasse

diane.vanasse@credosemi.com

Investor Contact:

Dan O’Neil

dan.oneil@credosemi.com

Source: Credo Technology Group Holding Ltd

FAQ

What new designs were announced by Credo (CRDO) and Applied Optoelectronics, Inc (AAOI)?

Credo and AOI announced the availability of a 400G QSFP-DD and an 800G OSFP.

What are the key features of the 400G design based on Credo Seagull 452?

The 400G design is available as either an Active Optical Cable (AOC) or 400GBASE-SR8 transceiver, featuring the Credo Seagull 452, an 8 x 50Gbps PAM4 DSP with integrated VCSEL drivers.

Where will the 400G and 800G designs be showcased?

The designs will be showcased by Credo in booth #3601 at the 2024 Optical Fiber Communications Conference and Exhibition (OFC) in San Diego, California from March 26 to 28.

Who mentioned the urgent need to reduce network power dissipation and cost of ownership?

Dr. Fred Chang, SVP and GM from AOI, mentioned the urgent need to reduce network power dissipation and cost of ownership.

What is the availability status of the AOI 400G QSFP-DD AOC?

Samples of the AOI 400G QSFP-DD AOC are available for immediate shipment.

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