Competitive PressureThere is a risk of price erosion and share loss as competitors target 100G/lane AEC and DSP sockets, and CRDO enters the optical systems market with established incumbents.
Market ChallengesCRDO is tapping into an optical systems market with large, established incumbents, posing potential challenges.
Technology RiskThe microLED technology acquired from Hyperlume remains immature and largely unproven, requiring adaptation for broader adoption in data centers.