Astera Labs, Inc.
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 2024年3月20日
- 従業員数
- 756
- 公式サイト
- www.asteralabs.com
総合バリュエーションレンジ · 保守的 $130–$175 / 妥当 $215–$265 / 楽観的 $300–$380。$282.52 時点で 妥当レンジと楽観的レンジの間。
レポート公開時 $358.05（2026年6月5日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States. It offers an intelligent connectivity platform, comprised of semiconductor-based, high-speed, mixed-signal connectivity products that integrate a matrix of microcontrollers and sensors, and COSMOS. The company provides COSMOS software suite, a connectivity system management and optimization software that enables management and optimization of resources for large fleets at cloud-scale via link, fleet, and RAS management capabilities. In addition, it offers PCIe/CXL smart DSP retimers and cable modules; ethernet smart cable modules for cloud and AI infrastructure; CXL memory connectivity controllers; and smart fabric switches. The company serves hyperscalers and system original equipment manufacturers. Astera Labs, Inc. was incorporated in 2017 and is based in San Jose, California.
沿革
Astera Labs, Inc. was incorporated in 2017 by three former Texas Instruments engineers: Jitendra Mohan (CEO), Sanjay Gajendra (President/COO), and Casey Morrison (product). Its first product line was the Aries PCIe retimer, and it later expanded to Taurus (Ethernet smart cable modules) and Leo (CXL memory controller), unifying its hardware under the COSMOS software and an Intelligent Connectivity Platform positioning. On 2024-03-20 it listed on Nasdaq at an IPO price of $36, closing the first day at $62.03 (+72%) and raising about $713 million. After listing it launched the Scorpio fabric switch (P series and X series), joined the NVIDIA NVLink Fusion ecosystem in 2025-05, and acquired photonic chiplet capability in 2025-12.
業界での地位
Astera Labs is a Technology-sector semiconductor company providing semiconductor-based connectivity solutions for cloud and AI infrastructure, serving hyperscalers and system OEMs from San Jose, California, with 756 employees. Its product lines include PCIe/CXL smart DSP retimers (Aries), Ethernet smart cable modules (Taurus), CXL memory connectivity controllers (Leo), and Scorpio smart fabric switches, plus the COSMOS software suite. The company's 10-K lists competitors including Broadcom, Credo, Marvell, Microchip, Montage, Parade, and Rambus. FY2025 revenue was $853 million (+115%), with GAAP gross margin of 75.7%; in the PCIe Gen5 retimer segment it holds a near-monopoly position.
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