bottleneckScore 65/100Research
Significant supply chain tightness across multiple process nodes: 12nm (AECs at 100G), 7nm (optical DSPs at 100G), 5nm (in-flight programs), and 3nm (all 200G per lane products)
Bill Brennan· Credo Technology· AI· 2026-06-01· about Credo Technology (CRDO)
“There is a significant tightness in the supply chain... Now from a silicon side, we have a very diverse set of products from a perspective of process geometry. Right now, 12nm is a workhorse... We also are transitioning for optical DSPs into 7nm... a program in flight in 5nm... for all of our 200 gig per lane products across the portfolio, we are using 3nm.”
Why it matters
Credo's reliance on multiple process nodes (12nm, 7nm, 5nm, 3nm) means it is competing for scarce advanced node capacity across the industry during a period of high AI infrastructure demand.
Investment implication
TSMC capacity allocation is a key risk. Investors should monitor TSMC quarterly capacity guidance and competing demand from Nvidia, AMD, and other AI chip designers. Strong relationships with foundry partners (which Credo claims) may provide allocation priority.