Astera Labs

As of 2026-10-09, Astera Labs has 2 tracked suppliers and 2 tracked customers in this dataset; its largest supplier by market cap is TSMC. The supplier list here follows a shared pattern for this segment rather than being individually confirmed for Astera Labs — see /methodology.

Sourced from 1 reference — primary source — last verified 2026-06-12.

Connectivity chips (retimers, CXL, PCIe switches) for AI servers.

Ticker: NASDAQ: ALAB
Headquarters: Santa Clara
Founded: 2017
Revenue: $853M (FY2025) · +115.1% YoY
Net income: $219M
Operating margin: 20.3%
Market position: major
Value-chain segment: Networking Silicon
Key products: Aries retimers, Scorpio switches

About Astera Labs

Astera Labs, headquartered in United States, operates in the Networking Silicon segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Aries retimers, Scorpio switches. wafergraph maps 2 tracked suppliers and 2 tracked customers for Astera Labs across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.

Astera Labs, Inc., headquartered in San Jose, California, is a fabless manufacturing company that develops connectivity technologies and related software that are used in data centers serving the artificial intelligence and cloud-computing markets. Its products include the Aries PCIe/CXL smart DSP retimers, which extend the physical reach and improve signal integrity for PCI Express connections in large server clusters; Scorpio smart fabric switches, which provide high-bandwidth GPU-to-GPU interconnects and manage complex traffic inside AI racks; Taurus ethernet smart cable modules, which advance high-speed ethernet networking infrastructure over copper links; and Leo CXL memory controllers, which facilitate high-speed Compute Express Link memory expansion and memory pooling for memory-heavy workloads.

Role in the chain

Astera Labs is a market major in Design (Fabless) (Networking Silicon), headquartered in United States. Connectivity chips (retimers, CXL, PCIe switches) for AI servers.

Diligence questions

The dataset records 2 tracked suppliers for Astera Labs. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
2 of Astera Labs's tracked suppliers are a monopoly or leader (including ASE Technology, TSMC). Which of those are actually single-source for the process step you care about?
The dataset names 2 tracked customers for Astera Labs. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Astera Labs is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Astera Labs trades as NASDAQ:ALAB. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Astera Labs