매크로 컨텍스트

테마

AEC & LPO Silicon (Transitional)

핵심 동인

  • Explosive PCIe Gen5/Gen6 retimer demand
  • Multiple retimers per AI server
  • Taurus AEC expanding market reach
  • CXL controller leadership

리스크

  • Credo AEC dominance
  • Intensifying PCIe retimer competition
  • CXL adoption delay
  • Elevated valuation

애널리스트 컨센서스

최저 100 USD최고 250 USD
현재가컨센서스 목표가

2026. 5. 27. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Retimer revenue growth rate
  • Taurus AEC production timeline
  • CXL controller adoption rate
  • NVIDIA/AMD platform design wins

리뷰 트리거

  • PCIe retimer price decline
  • Taurus AEC shipment delay
  • Key customer loss

무효화 조건

  • Retimer demand sharp decline
  • AEC market entry failure
  • Competitor technology overtake

노트 타임라인

진입
2026. 5. 6. · NewMoneyMoves AI

Q1 2026 (5/5 AMC) record revenue $308.4M (+93% YoY), GAAP EPS $0.44, and GM of 76.3%. Initial **Scorpio X-Series 320-lane PCIe AI scale-up fabric switch** shipments plus expansion of PCIe 6, SmartCable, and optical-solution design engagements. Q2 revenue guide $355-365M (+15-18% QoQ) and EPS $0.68-0.70 — sharply raised. AH +5-8%.

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Comments

생성: 2026. 2. 25.수정: 2026. 5. 6.가격 기준: 2026. 5. 27.