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Maybe outlook is brighter.
s://futurism.com/the-byte/environment-openai-chatgpt?utm_source=flipboard&utm_content=topic%2Ftechnology
SVE said, On news of orders you will be able to buy at maybe a dollar if you're lucky
while I would like to believe that because then I would be buying hand over fist today for a very quick 10 bagger, somehow I doubt the order size being great enough to warrant such a quick rise in the PPS
Here is a post from earlier this year where I used RH's 60% CAGR to project future revenue, do you believe RH was way low in his slides? if so, what revenues are you expecting? and what are you basing it on?
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174231591&txt2find=RH
Heavens. On news of orders you will be able to buy at maybe a dollar if you're lucky. Will you be glad you waited then?
I'm waiting for first order,glad I did wait because I would have had dead money if I bought counting on 2nd half of this year.
Just to let you know I have been buying at these low levels and have averaged down alot. Incase you think I am a phony.
Man, I am so sorry. I was looking at doubling again here but at a fraction of the loss you are talking about. I assume it's all relative but either way I hope somehow this turns into a miracle recovery for you.
I can't figure which side of the trade Gary is on. I guess he's not buying since he was ask and didn't respond.
I agree so they than short sell if it ever begins to gain value , don't you agree
They want everyone else to buy but they won't.
I am here to read a little about a company I've recently discovered. I couldn't care less up where you put your thumbs, so long as you keep them far from me
All those lately activated on the board and collecting thumb-ups are likely phonies at this point.
Lots of thumb-ups, but no one is buying
Are you buying?
Seems silly that no one wants to buy at these levels
Here is a better comparison between semtechs and spectra 7s product.
The Spectra7 GC1122 GaugeChanger and Semtech GN8112 are both critical components designed for high-speed data communication applications, particularly in supporting PAM4 (Pulse Amplitude Modulation with 4 levels) signaling, which is used for 100Gbps, 400Gbps, and higher data rates over copper and fiber links. Below is a comparison of the two:
1. Target Application
Spectra7 GC1122 GaugeChanger: This chip is specifically designed to enable the use of lower-cost and thinner-gauge copper cables while maintaining high data throughput. It is targeted at reducing the size and weight of interconnects in data centers and high-performance computing applications. The focus is on improving signal integrity for passive copper cables.
Semtech GN8112: This device is a PAM4 clock and data recovery (CDR) retimer, designed for extending reach and improving signal integrity in high-speed copper and optical interconnects. It is focused on reconditioning signals and mitigating the effects of channel loss and distortion in long-reach connections.
2. Key Functionality
Spectra7 GC1122: Primarily a cable signal booster, the GC1122 enhances the performance of copper cables by amplifying and compensating for signal degradation due to cable length or gauge size. It allows the use of thinner and cheaper cables without sacrificing performance, and it supports both NRZ (Non-Return-to-Zero) and PAM4 signaling.
Semtech GN8112: A PAM4 CDR Retimer that reconditions and regenerates high-speed signals. It reduces jitter and compensates for signal degradation by recovering clean clock and data signals in long-reach high-speed communication links.
3. Performance and Data Rate
Spectra7 GC1122: Supports data rates up to 112 Gbps (56 Gbps PAM4 per lane). Its primary strength lies in compensating for signal degradation in passive copper links, enabling cost-effective copper interconnects for shorter distances.
Semtech GN8112: Supports 112 Gbps PAM4 data rates. Its primary role is to act as a CDR retimer, which helps recover and clean up the signal to extend the reach over both copper and optical links.
4. Signal Integrity Enhancement
Spectra7 GC1122: The GaugeChanger enhances signal integrity by compensating for the signal loss that occurs in long or thinner-gauge copper cables, helping to maintain signal fidelity over short to medium distances.
Semtech GN8112: The GN8112 retimer significantly enhances signal integrity by recovering and reconditioning the signal, which is essential for long-distance high-speed connections. It reduces jitter and compensates for ISI (Inter-Symbol Interference) and other channel distortions.
5. Power Consumption
Spectra7 GC1122: Known for its ultra-low power consumption, the GC1122 enables power-efficient designs, making it ideal for data centers looking to reduce energy costs and heat dissipation.
Semtech GN8112: While the GN8112 is designed for efficiency, retimers typically consume more power than signal boosters like the GC1122 because they perform clock recovery and signal regeneration.
6. Reach Extension
Spectra7 GC1122: Extends the reach of copper cables, typically for short-to-medium reach applications (a few meters) in data centers or between high-speed devices.
Semtech GN8112: Extends the reach of both copper and optical connections, with an emphasis on long-distance communication, often used for longer-reach applications or across multiple hops in a network.
7. Use Cases
Spectra7 GC1122: Ideal for high-speed copper interconnects in environments where cost and space efficiency are crucial. It is well-suited for shorter, intra-data-center applications where thinner and less expensive cables are desired.
Semtech GN8112: Typically used in applications requiring long-reach interconnects and is essential for signal recovery and extending the reach in long-haul networks or between data centers.
Conclusion:
Spectra7 GC1122 excels in cost and power efficiency for shorter copper cable links, focusing on boosting signal quality in a compact and low-power manner, ideal for intra-data center connections.
Semtech GN8112 offers robust signal reconditioning and extension capabilities, especially suitable for long-reach and high-performance networks, albeit with higher power consumption.
Both components target different segments of the high-speed communication market, with Spectra7 focused on optimizing short-reach, cost-effective copper solutions, and Semtech providing retimer technology for long-distance, high-integrity data transmission.
---------------------
Semtech’s Active Copper Cables (ACCs) typically use retimers or CDRs (Clock and Data Recovery) circuits, like the GN8112, to enhance signal quality over longer distances. These retimers help recondition and clean up the signal, reducing jitter and compensating for losses that occur as data travels through copper cables.
By incorporating retimers, Semtech's ACCs can support higher data rates (like PAM4 for 100Gbps and 400Gbps) and longer reaches compared to passive copper cables. The retimers regenerate the signal, ensuring reliable transmission over extended distances where signal degradation would normally limit performance. This makes Semtech’s ACCs suitable for longer data center interconnects, where signal integrity is critical.
In contrast, Spectra7’s ACCs focus on signal boosting without the use of retimers, offering a lower-power, lower-cost solution for shorter cable lengths.
---------------------------------------
Also compared macoms product below:
To compare the Spectra7 GC1122 GaugeChanger with MACOM's MAEQ-39904, let's examine key differences and similarities between the two in terms of functionality and specifications.
Spectra7 GC1122 GaugeChanger
Purpose: The GC1122 is designed as a redriver for Active Copper Cables (ACCs). It enhances signal integrity without the need for a power-hungry retimer.
Data rate: Supports PAM4 signaling at up to 112 Gbps per lane.
Power efficiency: Spectra7 emphasizes ultra-low power consumption, an essential feature for data center applications where power efficiency is crucial.
Form factor: Typically used in cables to extend reach and minimize signal degradation, enabling cost-effective, high-speed data transmission over longer distances with lower power usage.
MACOM MAEQ-39904
Purpose: The MAEQ-39904 is a linear equalizer used in high-speed data communication systems, such as in data centers and 5G infrastructure.
Data rate: Supports PAM4 signaling and is designed for rates up to 112 Gbps per lane.
Technology: Like the GC1122, the MAEQ-39904 works to maintain signal integrity, but MACOM’s product is more focused on equalizing the signal, compensating for loss over copper channels. It can be deployed in multiple scenarios, including 800G optical modules.
Power efficiency: MACOM emphasizes power savings but in a different way, focusing on optimizing performance for applications needing signal recovery over long distances.
Use case: MACOM's linear equalizers are often found in both active copper and optical modules, supporting high-speed data transmission over both mediums.
Retimer/Redriver
Spectra7's GC1122 is a redriver, meaning it amplifies and cleans up signals without adding significant latency, making it highly power-efficient.
MACOM's MAEQ-39904 behaves similarly to a redriver in its linear equalization function but without the complexity of a full retimer. MACOM does offer retimers in other product lines for more complex signal recovery scenarios.
In summary, both devices are geared toward improving signal integrity for high-speed data transfer, but the GC1122 is optimized for low-power cable-based solutions, while the MAEQ-39904 is more versatile, handling both copper and optical interconnects in various data center environments.
Here is a comparison of technical specifications from semtec and spectra 7 acc from chat gpt.
To compare Semtech's Active Copper Cables (ACC) with Spectra7's, let's look at the available specs:
Semtech CopperEdge ACC:
Uses the GN8112 PAM4 quad linear equalizer, offering ultra-low power (<0.75W per 400G link) and ultra-low latency (<10ps).
Extends the copper cable reach to up to 5 meters at 112Gbps PAM4 data rates.
Targets data center interconnects for 400G and 800G applications, specifically designed for high-volume switch-to-server connections.
Spectra7 GaugeChanger ACC:
Spectra7’s ACCs claim to deliver up to 70% power savings compared to traditional ACCs.
Supports data rates up to 100G and 400G.
The reach can extend to 3 meters for 400G data center interconnects.
Key Differences:
1. Power Efficiency: Spectra7 emphasizes better power efficiency, claiming up to 70% less power consumption compared to other ACC solutions.
2. Latency: Semtech ACCs provide ultra-low latency (<10ps), which may be slightly better than Spectra7, but Spectra7 focuses more on power efficiency than latency.
3. Reach: Semtech ACCs offer a 5-meter reach, whereas Spectra7 ACCs typically max out at 3 meters.
In summary, Semtech ACCs offer better reach and very low latency, whereas Spectra7 focuses more on power savings. Which is better depends on your specific application needs—whether power efficiency or longer reach and lower latency are more critical.
--------------------------------
Heres what it found when comparing macom and spectra 7.
MACOM's active copper cables (ACC) and linear equalizers are specifically designed for high-speed data transmission in data centers. Their MAEQ-39904, for example, supports 56GBaud PAM4, delivering a max data rate of 112 Gbps over four channels. It extends the reach of passive Twinax cables, offering up to 16dB signal boost at Nyquist frequency, ideal for 2m active copper cables.
Spectra7's ACC technology, on the other hand, is known for its lower power consumption (up to 80% lower than AECs) and efficient signal conditioning across varying lengths, typically more power-efficient than MACOM's solutions. Spectra7 has also gained significant attention for offering longer reaches at lower power, which gives it an edge in some use cases where power efficiency is critical.
Overall, MACOM focuses more on high-speed linear equalizers with lower latency, while Spectra7 stands out with power efficiency and longer cable reach, especially in data centers focused on minimizing power consumption.
I must have missed that train into an alternate universe.
Semtech Corporation, a leading supplier of high-performance analog and mixed-signal semiconductors, announced in September 2022 the acquisition of Spectra7 Microsystems Inc., a pioneer in high-perfor-mance analog semiconductor products for broadband connectivity markets. This acquisition aimed to expand Semtech's portfolio into the active copper cable (ACC) market, particularly in data centers, 5G, and other high-speed connectivity applications.
Spectra7's technology is known for enabling high-speed connectivity solutions that are lower power and cost-efficient compared to traditional fiber optics. Their products are primarily used in data centers, virtual and augmented reality (VR/AR), and consumer electronics, where they provide significant advantages in bandwidth and signal integrity over long distances.
Semtech's acquisition of Spectra7 is seen as a strategic move to strengthen its position in the data center market and to offer more comprehensive solutions to its customers,
does anyone here believe that MACOM or Semtech are using S7 chips? I remember once RH said that S7 technology would not be easy to replicate from scratch, that it was very complicated technology developed over the years, anyone remember this too?
wonder if future is still hopeful, haven't heard anything from him lately
The hope is still alive. It will die last, as always.
Hopefully Spectra 7 gets a small percentage of this global-infrastructure-partners-blackrock-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure
... and more dilution coming for the new ceo's compensation package
Market thinks that yet another CEO would not make any difference
Would be nice to hear about orders,revenue and in general supply agreements.
I guess that comes later
Late night? Do you live in India?
Speaking to a friend last night who also owns SEV shares, told me we should hear something shortly on a new leader. Late night so corrected previous post. :)
Speaking to a friend last night who also owns SE shares, told me we should hear something shortly on new head leader.
https://www.similarweb.com/website/the-sun.com/#traffic
The source you quoted is only read by north Americans, and mostly those from the US.
It says it all...
Market Opportunity materializing ? https://www.the-sun.com/motors/12439887/volvo-ex90-nvidia-self-driving-road-tech-safety/?utm_source=flipboard&utm_content=topic%2Fautomotive
Thanks. I published the break down of what I have. It is over $500k invested with 90+ % paper loss
Current share count is about 360k
I feel for you,I'm glad I didn't keep buying on promises made 2 years ago and finally did a buy to get my breakeven in what I call a possible range if they simply announce 1 order.
mine is x10 of the current price...
Whats your B/E number.
Mine is 27 cents on my 175000 shares.
Breaking even has become a dream for me…
I'm fairly certain that SEV said their cables(chips) have interoperability, signal integrity, reliability and power savings. I believe they were top dog at conferences back in the winter, especially because of how well they did when it came to latency. I guess as it stands right now CRDO could be the to go to but from what I heard, SEV when recently tested by some of the top hyperscalers, SEV passed in flying colors.
### Competition Between AECs and Other Cable Solutions:
- **Question (Karl Ackerman, BNP Paribas):** Active copper cables (ACCs) with redrivers are receiving attention. How do they compare to AECs with retimers, and how do you view the market for both solutions?
- **Answer (Bill Brennan):** We do not see the market for **passive copper cables** or **ACCs** as large in the long term. ACCs are primarily driven by **NVIDIA’s strategy** and are not a broad market trend. **Hyperscalers prefer AECs** due to their **interoperability, signal integrity, and reliability**. AECs are the **de facto choice** for **100G per lane** and above.
NVIDIA has not changed their insight into the cable tech: https://docs.nvidia.com/networking/display/cableovpub/dacs,+accs,+aocs,+and+transceiver+interconnects
Still no AEC.
This chat gpt is handy but what it replies is nothing more than what you can gain from all of the information available by just reading it. It is not providing anything new or unknown. But thanks. It's fun to read what a computer writes.
Ghat GPT - Which is better? If you're choosing between ACC and AEC, it largely depends on your particular requirements such as distance, data rate, power consumption, and cost. ACC is more common and generally used in situations where high-bandwidth, shorter distances are involved. AEC might be chosen for specialized applications or where specific performance characteristics are needed.
In summary, both technologies aim to enhance signal quality and extend the effective range of copper cables, but your decision should be guided by the specific technical and budgetary constraints of your application.
Besides, what else one would expect from a Credo speaker? Of course the person would say game is over and AEC cables will be the standard moving forward.
Success is not always straight forward :)
Then again....while Spectra 7 chips do improve signal integrity and can reduce noise compared to basic linear amplifiers, whether they entirely resolve the noise issue compared to AEC’s re-timers depends on the specific implementation and application context. In some cases, the advanced processing of Spectra 7 chips might bring performance closer to or even surpass that of AEC’s re-timers, but AEC’s re-timers generally offer a more straightforward and proven approach to signal reconditioning and noise reduction.
Goes to show why time and testing is so critical.
CRDO has been untruthful in the past too when it comes to AEC and plug and play actually lying about ACC. CRDO is desperate to look like the winner. Stock was pummeled recently after no significant growth in AEC
At this point nothing is set in stone which type will be used in the future
Perhaps power savings isn't the top priority. Quality of data delivery takes the cake according to this snippet:
AEC resolved the issue of data loss by incorporating re-timers, placed at both ends of the cable. These re-timers recondition the data signal during transmission, improving data quality by reducing noise and amplifying the signal. As a result, AEC ensures cleaner and more precise data delivery. On the other hand, ACC is another type of cable that includes active electronic components. Unlike re-timers, ACC utilizes linear amplifiers instead. While linear amplifiers amplify the signal, they do not recondition it, and as a consequence, they amplify the noise as well. This means that while ACC offers a more cost-effective option, re-timers in AEC deliver a significantly cleaner signal. In summary, AEC with re-timers provides a superior solution for maintaining data integrity by improving signal quality and reducing noise, compared to ACC which uses linear amplifiers.
During the Q1 FY2025 earnings call of **Credo Technology Group**, several questions were raised regarding **Active Electrical Cables (AECs)**. Below is a summary of the key questions and answers concerning AECs:
### Acceleration of AEC Growth in the Second Half of FY2025:
- **Question (Toshiya Hari, Goldman Sachs):** Can you provide more insights into the key factors that will drive the acceleration of AEC growth in the second half of the year? How do you see AEC opportunities beyond in-rack connectivity as we move towards calendar years 2025 and 2026?
- **Answer (Bill Brennan, CEO):** AEC adoption is broadening and has become the **de facto standard** for the lengths we currently address, primarily in-rack. As rack densities increase and there is a shift towards **liquid cooling**, we expect AECs to also be used for **rack-to-rack connections** of 5 to 7 meters. This could lead to an expansion of the **Total Addressable Market (TAM)** for AECs in the long term. Credo is well-positioned with **400G and 800G AEC solutions** and looks forward to future **1.6T markets** with energy-efficient products.
### New Customers and Market Expansion for AECs:
- **Question (Suji Desilva, ROTH Capital):** You expect a new 10% customer in Q2. Is this customer just starting, or is it a gradual growth?
- **Answer (Bill Brennan):** This is an **existing customer** we’ve been working with for several years. As their spending increases, they become a more important customer for us. This is an **emerging hyperscaler**, and we are seeing AEC adoption increasing among both established and emerging hyperscalers.
### Expansion of AECs to Rack-to-Rack Connections:
- **Question (Suji Desilva):** Can you provide more details on how increasing rack density and shorter distances expand the TAM for AECs?
- **Answer (Bill Brennan):** With the increasing **density of racks** and the shift towards **liquid cooling**, the physical lengths for backend network connections are becoming shorter. This opens up the possibility for AECs to be used for **rack-to-rack connections** of 5 to 7 meters, significantly expanding the TAM for AECs.
### Competition Between AECs and Other Cable Solutions:
- **Question (Karl Ackerman, BNP Paribas):** Active copper cables (ACCs) with redrivers are receiving attention. How do they compare to AECs with retimers, and how do you view the market for both solutions?
- **Answer (Bill Brennan):** We do not see the market for **passive copper cables** or **ACCs** as large in the long term. ACCs are primarily driven by **NVIDIA’s strategy** and are not a broad market trend. **Hyperscalers prefer AECs** due to their **interoperability, signal integrity, and reliability**. AECs are the **de facto choice** for **100G per lane** and above.
### Advantages of AECs Over Optical Solutions:
- **Question (Richard Shannon, Craig-Hallum):** You mentioned that AI clusters might shift from optical connections to active copper solutions like AECs. Can you elaborate on this and explain if this trend will continue?
- **Answer (Bill Brennan):** Customers are increasingly focused on **network quality**. AECs have significantly fewer **link flaps** compared to laser-based optical solutions, which is critical in AI clusters where a single failure can result in substantial costs. The **high reliability** of AECs makes them attractive for both **in-rack** and **rack-to-rack connections**, and we expect this trend to continue.
### Future AEC Products and Form Factors:
- **Question (Tore Svanberg, Stifel):** Can you elaborate on the various AEC form factors and the 400G AI AEC backend network solution that you have sampled in recent quarters?
- **Answer (Bill Brennan):** We are pleased with the current ramp of our AEC products, including the **400G solutions**. We see growing demand across the board and expect that **new products and form factors** will contribute to our growth in the second half of FY2025 and beyond.
### Summary:
- **Growth and Adoption:** AECs remain a **key driver** of revenue growth, with an expected acceleration in the second half of FY2025.
- **Market Expansion:** The TAM for AECs is growing due to increasing rack densities and the potential for **rack-to-rack connections**.
- **Competitive Advantages:** AECs offer **superior reliability** and **network quality** compared to both passive copper cables and optical solutions.
- **Customer Base:** Expanding to new customers, including emerging hyperscalers, strengthens Credo’s position in the market.
Credo’s management is **optimistic** about the future of AECs and sees **significant opportunities** for further growth and market penetration.
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