AI Market · Forecast desk · partial · networking
65% · partial
At least two of (Credo, Marvell, Broadcom) cite co-packaged-optics or 1.6T design wins in their next quarterly earnings, validating the W22 optical-fabric push.
Outcome
Marvell's Aug 31 Q2 FY27 call cited secured 1.6T optical-DSP design wins and a rapidly ramping 1.6T business (one leg). Credo said on its Q2 call it sees no significant customer movement toward co-packaged optics, and Broadcom's Q2 print discussed CPO programs without a second qualifying 1.6T/CPO design-win citation — one of two required vendors.