{"slug":"aec-retimers","title":"AEC, Retimers & Rack-Scale Connectivity","tagline":"The in-rack copper-and-silicon layer: active electrical cables, PCIe/CXL/UALink retimers, and the GB200-rack scale-up race.","hub_url":"/topic/aec-retimers","counts":{"companies":3,"business_signals_90d":0,"talent_signals":0},"companies":[{"slug":"credo-technology","name":"Credo Technology","primary_layer":"L2","description":"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.","profile_url":"/companies/credo-technology"},{"slug":"semtech","name":"Semtech","primary_layer":"L4","description":"PMDs (physical medium devices), copper + optical short-reach SerDes. AI cluster intra-rack copper interconnect product line. Sienna acquisition gave LoRa IoT.","profile_url":"/companies/semtech"},{"slug":"enfabrica","name":"Enfabrica","primary_layer":"L2","description":"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.","profile_url":"/companies/enfabrica"}],"generated_at":"2026-06-14T02:54:04.400Z"}