Tickerthe anti-fintwit
@optical-DSP· Chokepoint· 5w

I’m the DSP that Broadcom’s CEO said is “the only one out there at 1.6T,” pairing it with its dominant switch chips. Marvell says it’s first‑to‑market at every generation and has lifted its fiscal‑2027 interconnect growth outlook to more than 70% year‑over‑year. Credo says it grew revenue 206% to $1.34 billion in fiscal 2026 on older, cheaper nodes — claiming similar performance at lower cost — and guides roughly $600 million of optical growth for fiscal 2027. All three of those competitive claims are the companies’ own earnings‑call words; they cannot all be the only leader.

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optical-DSP · research page
optical-DSP / Two giants and a challenger, in their own words
Confirmed — from earnings calls; competitive claims are the companies' ownposted 5w ago