AEC, Retimers & Rack-Scale Connectivity — Timeline
31 milestones, source-traced.
Nov 19, 2024
Funding: Enfabrica closed a $115M Series C led by Spark Capital, with new investors including...
Enfabrica closed a $115M Series C led by Spark Capital, with new investors including Arm Holdings, Cisco Investments, Maverick Silicon, Samsung Catalyst Fund, and VentureTech Alliance, at a post-money valuation of approximately $591.69M.
funding-research →Nov 19, 2024
Funding: Enfabrica raised a $115M Series C led by Spark Capital at a $591.69M post-money...
Enfabrica raised a $115M Series C led by Spark Capital at a $591.69M post-money valuation, with new strategic investors including Arm, Cisco Investments, Maverick Silicon, Samsung Catalyst Fund, and VentureTech Alliance.
funding-research →Jan 1, 2025
Product Launch: Enfabrica began shipping pilot 'Thames' systems to AI infrastructure customers, marking the start of...
Enfabrica began shipping pilot 'Thames' systems to AI infrastructure customers, marking the start of its product ramp.
funding-research →Jan 1, 2025
Product Launch: Enfabrica's ACF-S chip reached commercial availability and the Thames pilot system began shipping to...
Enfabrica's ACF-S chip reached commercial availability and the Thames pilot system began shipping to AI infrastructure customers in Q1 2025.
funding-research →Jun 1, 2025
Funding: Nvidia invested $2 billion in Marvell Technology in 2025 to collaborate on silicon photonics...
Nvidia invested $2 billion in Marvell Technology in 2025 to collaborate on silicon photonics and expand the NVIDIA AI Ecosystem via NVLink Fusion.
funding-research →Aug 1, 2025
Acquisition: Nvidia acquired a license to Enfabrica's ACF-S technology along with CEO Rochan Sankar and...
Nvidia acquired a license to Enfabrica's ACF-S technology along with CEO Rochan Sankar and multiple employees for a total spend of over $900 million.
funding-research →Sep 1, 2025
Acquisition: NVIDIA acquired a license for Enfabrica's technology and recruited CEO Rochan Sankar and several...
NVIDIA acquired a license for Enfabrica's technology and recruited CEO Rochan Sankar and several team members, with total NVIDIA investment and acquisition costs exceeding $900M.
funding-research →Nov 1, 2025
Acquisition: Amphenol closed its acquisition of Trexon for approximately $1B.
funding-research →Nov 1, 2025
Acquisition: Amphenol closed the acquisition of Trexon in Q4 2025 as part of a five-acquisition,...
Amphenol closed the acquisition of Trexon in Q4 2025 as part of a five-acquisition, $3.8 billion deployment program.
funding-research →Dec 2, 2025
Acquisition: Marvell announced intent to acquire Celestial AI for $3.25 billion mandatory (cash/stock), with up...
Marvell announced intent to acquire Celestial AI for $3.25 billion mandatory (cash/stock), with up to $5.5 billion if revenue targets are met.
funding-research →Dec 2, 2025
Acquisition: Marvell Technology announced the acquisition of Celestial AI on December 2, 2025, for a...
Marvell Technology announced the acquisition of Celestial AI on December 2, 2025, for a minimum of $3.25 billion in cash and stock, with a maximum of $5.5 billion if Celestial AI achieves $2 billion in cumulative revenue by fiscal 2029.
funding-research →Jan 12, 2026
Acquisition: Amphenol closed its acquisition of CommScope's CCS business for $10.5B, expected to add $4.1B...
Amphenol closed its acquisition of CommScope's CCS business for $10.5B, expected to add $4.1B in 2026 sales and $0.15 EPS.
funding-research →Jan 12, 2026
Acquisition: Amphenol closed the acquisition of CommScope's Connectivity and Cable Solutions (CCS) division on January...
Amphenol closed the acquisition of CommScope's Connectivity and Cable Solutions (CCS) division on January 12, 2026, a transaction expected to contribute $4.1 billion in full-year 2026 revenue and add $0.15 to 2026 Adjusted Diluted EPS.
funding-research →Jan 26, 2026
Funding: TE Connectivity priced a $750 million senior notes offering through Tyco Electronics Group S.A....
TE Connectivity priced a $750 million senior notes offering through Tyco Electronics Group S.A. to refinance 2026 debt maturities and fund general corporate initiatives.
funding-research →Jan 26, 2026
Funding: TE Connectivity priced a $750 million senior notes offering.
funding-research →Feb 17, 2026
Ipo Event: Marvell Technology raised $2.03 billion in an initial offering filing (from a $2.04 billion...
Marvell Technology raised $2.03 billion in an initial offering filing (from a $2.04 billion offering).
funding-research →Feb 17, 2026
Funding: Marvell Technology completed a $2.03 billion private placement on February 17, 2026.
funding-research →Mar 17, 2026
Product Launch: Marvell launched a 260-lane PCIe 6.0 Switch and CXL Switch.
funding-research →Mar 31, 2026
Partnership: Marvell joined NVIDIA's NVLink Fusion, expanding the NVIDIA AI ecosystem.
funding-research →Apr 22, 2026
Acquisition: Marvell acquired Polariton Technologies to advance optical performance to 3.2T.
funding-research →Jun 1, 2026
Product Launch: Marvell announced the industry's first 102.4 Tbps Switch for AI/cloud.
funding-research →Jun 1, 2026
Acquisition: Credo Technology Group (CRDO) acquired DustPhotonics for $750M upfront consideration (cash plus 0.92M CRDO...
Credo Technology Group (CRDO) acquired DustPhotonics for $750M upfront consideration (cash plus 0.92M CRDO shares), with up to 3.21M additional contingent shares, closing in Q2 2026.
funding-research →Jul 10, 2026
News Mention: Credo: Strong AI-Led Growth Proposition (NASDAQ:CRDO) - Seeking Alpha <a href="https://news.google.com/rss/articles/CBMihgFBVV95cUxNU0dGRzg5NmJzQ0hzN2diNEQ3bVBVRkpYb2M2dnp6Q2NsWllXTU1oMjlLajMyWExPOHBsZDZ4MTBXd3RNVV82THAtMHkxQTMwQy1YcDRJX3FFSXBzb18yYjNuNU5hNnpvcWZESW5jYlJoay02cF8zSlE3dDhEX2FXRHBkN0pIQQ?oc=5" target="_blank">Credo: Strong AI-Led...
Credo: Strong AI-Led Growth Proposition (NASDAQ:CRDO) - Seeking Alpha <a href="https://news.google.com/rss/articles/CBMihgFBVV95cUxNU0dGRzg5NmJzQ0hzN2diNEQ3bVBVRkpYb2M2dnp6Q2NsWllXTU1oMjlLajMyWExPOHBsZDZ4MTBXd3RNVV82THAtMHkxQTMwQy1YcDRJX3FFSXBzb18yYjNuNU5hNnpvcWZESW5jYlJoay02cF8zSlE3dDhEX2FXRHBkN0pIQQ?oc=5" target="_blank">Credo: Strong AI-Led Growth Proposition (NASDAQ:CRDO)</a> <font color="#6f6f6f">Seeking Alpha</font>
gnews-credo →Jul 10, 2026
News Mention: Credo's Q2 revenue soars 157% on booming AI dat... - Pluang <a href="https://news.google.com/rss/articles/CBMidEFVX3lxTE1kRXQxTE9Ma2h5YkRQeXVRekpSRUp5LUxEbFFEVUVSU25QZEZnZHFmNy1IbTZlbUwwenJJVGpleTVURWRhYTREMXp2Q0VjdTFCR3VoWXd4VzJyVjlPbFpSLUpTaXBvS1NhZnJQNDUxM3JhWERf?oc=5" target="_blank">Credo's...
Credo's Q2 revenue soars 157% on booming AI dat... - Pluang <a href="https://news.google.com/rss/articles/CBMidEFVX3lxTE1kRXQxTE9Ma2h5YkRQeXVRekpSRUp5LUxEbFFEVUVSU25QZEZnZHFmNy1IbTZlbUwwenJJVGpleTVURWRhYTREMXp2Q0VjdTFCR3VoWXd4VzJyVjlPbFpSLUpTaXBvS1NhZnJQNDUxM3JhWERf?oc=5" target="_blank">Credo's Q2 revenue soars 157% on booming AI dat...</a> <font color="#6f6f6f">Pluang</font>
gnews-credo →Jul 11, 2026
News Mention: Why is Goldman Sachs Bullish on Credo Technology (CRDO) - Kavout | AI <a...
Why is Goldman Sachs Bullish on Credo Technology (CRDO) - Kavout | AI <a href="https://news.google.com/rss/articles/CBMikgFBVV95cUxPamdhRVR6N3VlS05YWEdaWVp0U1VDc0VuU29zYzY3WU5yUnQ2MFNKSkVSeXpEdzl0T3dEY1pZay12WXpvUXUtV3VJRjNyZGktNHdONEp0MFlMLVoxbG9nV2NnTHh4bkx1Qi1hTEkxY0daVld2Sjk3MWd6bHBLb25WMW9BdjJXdF9tTUxhOVBKWlhpZw?oc=5" target="_blank">Why is Goldman Sachs Bullish on Credo Technology (CRDO)</a> <font color="#6f6f6f">Kavout | AI</font>
gnews-credo →Aug 5, 2026
News Mention: Semtech backs linear pluggable optics for AI data centres - datacenter.news <a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxPOElZT1l6UVlVZ1Nid0wwYThwQUxKR3BkMXpkNnhDalFfZEpMeThneVR2TzdFT3V6ODQxNE5kTzdxaEMtSXZjeUNQaWxkVGQ5RWtJa2dsWGNHdUZzMnUxVDB4VFZGUC1jZlIxbDFKX0JaM1FieUEwLTlfQXNKZ09rM0JtSUp5ZWpXUmlRRjhfXzM?oc=5" target="_blank">Semtech...
Semtech backs linear pluggable optics for AI data centres - datacenter.news <a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxPOElZT1l6UVlVZ1Nid0wwYThwQUxKR3BkMXpkNnhDalFfZEpMeThneVR2TzdFT3V6ODQxNE5kTzdxaEMtSXZjeUNQaWxkVGQ5RWtJa2dsWGNHdUZzMnUxVDB4VFZGUC1jZlIxbDFKX0JaM1FieUEwLTlfQXNKZ09rM0JtSUp5ZWpXUmlRRjhfXzM?oc=5" target="_blank">Semtech backs linear pluggable optics for AI data centres</a> <font color="#6f6f6f">datacenter.news</font>
gnews-semtech →Aug 19, 2026
News Mention: Semtech sets 200G LPO targets for data centre links - datacenter.news <a href="https://news.google.com/rss/articles/CBMiiAFBVV95cUxPVWNtSlNZdUM2U3ZrR28zaDk4MGg0WnlaSExYaDF1VHR3S0diUnVvV0ZYVVlMWF9ycWFNb1JhNEJTcUVBaEpiSWN6QTVWakg1ZUg3TXlta1o2WFBKVHhZMWhqMVJmWTQtY1R0N0R1Zm85MGVoUzQweDZfdlBXOUYzZUswcWtWUXZ2?oc=5" target="_blank">Semtech...
Semtech sets 200G LPO targets for data centre links - datacenter.news <a href="https://news.google.com/rss/articles/CBMiiAFBVV95cUxPVWNtSlNZdUM2U3ZrR28zaDk4MGg0WnlaSExYaDF1VHR3S0diUnVvV0ZYVVlMWF9ycWFNb1JhNEJTcUVBaEpiSWN6QTVWakg1ZUg3TXlta1o2WFBKVHhZMWhqMVJmWTQtY1R0N0R1Zm85MGVoUzQweDZfdlBXOUYzZUswcWtWUXZ2?oc=5" target="_blank">Semtech sets 200G LPO targets for data centre links</a> <font color="#6f6f6f">datacenter.news</font>
gnews-semtech →Oct 23, 2026
News Mention: Credo slides 7.5% as competition, slower 1.6T rollout weigh - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxNZjJlQTk5TkxrSDA0Z1lPV2RYQ2kzMEp5S0VybFMzMjBCcUhVelZ2OGhwdDlSRFEzb29rRXJxdlo4WFJuNHAyWFZHOG51aVNIWUFxcnUxMjU1cUdTTnJ3ak02YVhpUnRBbUJWZjBGVHFqZ1ozTWhhTlNUck9mU2ZqWnd5d3ZiOG5lRldfNF92eWhlU0JUZnh6UA?oc=5"...
Credo slides 7.5% as competition, slower 1.6T rollout weigh - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxNZjJlQTk5TkxrSDA0Z1lPV2RYQ2kzMEp5S0VybFMzMjBCcUhVelZ2OGhwdDlSRFEzb29rRXJxdlo4WFJuNHAyWFZHOG51aVNIWUFxcnUxMjU1cUdTTnJ3ak02YVhpUnRBbUJWZjBGVHFqZ1ozTWhhTlNUck9mU2ZqWnd5d3ZiOG5lRldfNF92eWhlU0JUZnh6UA?oc=5" target="_blank">Credo slides 7.5% as competition, slower 1.6T rollout weigh</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-credo →Oct 23, 2026
News Mention: CRDO Stock Hits 6-Month Low After MaxLinear Targets Credo-Dominated Cable Market - TradingView <a...
CRDO Stock Hits 6-Month Low After MaxLinear Targets Credo-Dominated Cable Market - TradingView <a href="https://news.google.com/rss/articles/CBMi2AFBVV95cUxOSGlsQmJ4bElaeXByNHViNkU0LVdVMC1IMklWV3RraENKd2dNRWY0MENwcWhlWG8xRWljc2dPMF9RaWF4UnZESmxQbWxDZU5pX0VGemF4QjFlVTg3bWlJRmZneHhybWFZUU5sd0UtUDVGaGdGUDJnbEx1NFN4Z2pRTUFlRHgzVzZicE9YRDNxTGRrTTR5b2EtWVEzTzFHWWlVQmlhRzVheHVIcGF6QWtTVGEtYmV4aUdTZ2ZrSFhVUE1odjRKWGVYUFV1N0RHWUhqd1lpbFVYVGs?oc=5" target="_blank">CRDO Stock Hits 6-Month Low After MaxLinear Targets Credo-Dominated Cable Market</a> <font color="#6f6f6f">TradingView</font>
gnews-credo →Oct 23, 2026
News Mention: Credo Technology Group Holding Ltd Stock (CRDO) Moved Down by 8.76% on Oct 23:...
Credo Technology Group Holding Ltd Stock (CRDO) Moved Down by 8.76% on Oct 23: What Investors Need To Know - TradingKey <a href="https://news.google.com/rss/articles/CBMiiwFBVV95cUxQYU5LaEZWcXhFZk5xNlBLcXNBTnA2UTJqdWFEMy1CZHVyckoxUDQ5cUhvOWctSVlQSzh5R3YzbmxVZV9pVXREci1YSzlJYnJySmxOSjA3OGtfSjB3MlFxX1JNMm5ZNlhCZS1mbzNuc3B4R2ZCcEc4azlZeEFqVjF6WjBRaW56Z0QzVzZz?oc=5" target="_blank">Credo Technology Group Holding Ltd Stock (CRDO) Moved Down by 8.76% on Oct 23: What Investors Need To Know</a> <font color="#6f6f6f">TradingKey</font>
gnews-credo →Oct 24, 2026
News Mention: Credo Stock Has The Bull Case Changed As AEC Competition Grows - Yahoo Finance...
Credo Stock Has The Bull Case Changed As AEC Competition Grows - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxPYUFZZ3ZKMHc5TXV2eHdqT1pYWWdjRF9XZTRPdE9INEpwV0FrdnAxV2Zvb1B5N29maDVRNnBFWHBoMXc2d1ZIYi1waExVTHdMYU1BOXhnc0hhTHIyandWS1dqSWhPeUtJY05TU0ZOLTRYYVhRV1hWWjJmb0NxRkFMMDM4MnFWM2tEaWJ5ZUNXMG1KT1pSdkEtWldR?oc=5" target="_blank">Credo Stock Has The Bull Case Changed As AEC Competition Grows</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-credo →
Milestones merged from 0 curated events, 0 verified facts (with observed dates), and 31 business signals from the last 24 months. Deduped by date + label; curated entries take precedence.
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