AI Data Center High-Speed Chip Stocks Surge as Executives Sell Shares Amid Revenue Boom

NASDAQ-listed semiconductor company Credo Technology Group Holding Ltd (CRDO) reported Q4 FY2026 revenue of $437 million (approximately KRW 610 billion), a year-on-year increase of more than 150%, and full-year revenue of $1.34 billion (approximately KRW 1.9 trillion). The company achieved profitability on both GAAP and non-GAAP measures and raised its cash and short-term investment balance to about $1.4 billion (roughly KRW 2 trillion). For Q1 FY2027, Credo projects revenue of $465 million to $475 million (approximately KRW 600 billion–660 billion) and has scheduled a conference call and webcast to discuss the results. Following the earnings release, the Chief Legal Officer and CEO sold tens of thousands of shares on the open market, though filings show they continue to hold a significant stake.

Credo also announced an agreement to acquire Israel-based silicon photonics firm dustPhotonics for about $750 million in cash and stock (roughly KRW 1 trillion), bolstering its optical-communications capabilities for AI data centers. The acquisition underscores Credo’s strategy of addressing escalating network-bandwidth demands in AI data-center and cloud-infrastructure markets with high-speed, low-power connectivity solutions.

Headquartered in the Cayman Islands, Credo is a fabless semiconductor company that designs and sells high-speed connectivity solutions for Ethernet and PCIe, active electrical cables, optical-communications DSPs, and SerDes chiplets and IP. Its principal customers include hyperscale data-center operators and server- and network-equipment manufacturers in the US and Asia, sectors that have gained prominence amid the expansion of AI and cloud computing.