Companies in AEC, Retimers & Rack-Scale Connectivity
3 active companies tracked.
L2
Credo Technology
Active electrical cables (AECs) + retimer + serdes ICs. AEC adoption inside racks the cheaper alternative to optical for sub-7m runs. 800G / 1.6T product cycle.
L2
Enfabrica
Accelerated Compute Fabric (ACF) — NIC-meets-switch silicon. Pre-revenue with funded customer trials at major AI labs. AI-fabric-NIC alternative to NVIDIA BlueField.
L4
Semtech
PMDs (physical medium devices), copper + optical short-reach SerDes. AI cluster intra-rack copper interconnect product line. Sienna acquisition gave LoRa IoT.