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Astera Labs
ALAB · NASDAQSemiconductors
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$30B
Revenue (Q1'26)
$308M
Rev. growth (YoY)
+93%
FY26 rev. (est.)
~$1.35B
Gross margin
~75%
IPO
2024
Listing
NASDAQ
Foundry
TSMC
In plain English
Astera Labs designs the connectivity silicon that wires AI servers together — the Aries PCIe/CXL retimers, Scorpio fabric switches, Taurus Ethernet modules and Leo CXL memory controllers that move data between GPUs, CPUs and memory inside a rack. A fabless chip company (TSMC builds its silicon), it sells almost entirely into the hyperscaler and NVIDIA/AMD AI-server ecosystem, and went public in 2024.
In simple terms
What Astera Labs really sells
Astera Labs designs the connectivity silicon that wires AI servers together — the Aries PCIe/CXL retimers, Scorpio fabric switches, Taurus Ethernet modules and Leo CXL memory controllers that move data between GPUs, CPUs and memory inside a rack. A fabless chip company (TSMC builds its silicon), it sells almost entirely into the hyperscaler and NVIDIA/AMD AI-server ecosystem, and went public in 2024.
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Risk read
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