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Price · 180d
$342.85
Thesis
Astera Labs builds the connectivity silicon — retimers and fabric controllers — that moves data reliably between accelerators, CPUs, and memory inside AI servers. Its content grows with each step up in interconnect speed.
Catalysts
- PCIe and CXL generation transitions driving content gains
- Design-win ramps inside AI server platforms
- Scale-up fabric adoption across new accelerator architectures