Astera Labs — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
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Featured in supply-chain maps: AI Data-Center Compute & Interconnect
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Suppliers (companies that supply it)
“We use a fabless manufacturing model and partner with TSMC to fabricate all of our ICs.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“We use Advanced Semiconductor Engineering and Amkor Technologies to assemble, package, and test our ICs.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“We use Advanced Semiconductor Engineering and Amkor Technologies to assemble, package, and test our ICs.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
Partners & collaborations
“Demonstrated ecosystem partnership and compatibility at AMD Advancing AI 2026 with multiple exhibits highlighting Astera Labs’ solutions to resolve data movement bottlenecks across PCIe, CXL, and Ethernet. … Joint architectures included AMD Instinct platforms operating with Scorpio P-Series 320L for fabric optimization, Leo CXL memory controller for smart memory tiering, and Taurus 1.6T Smart Ethernet Retimers for scale-out connectivity, all with full-stack interop validated from end to end.”— ALAB 8-K, filed 2026-08-04 EDGAR · View source filing ↗
“Astera Labs’ expanded Taiwan footprint positions the company to bring together broader engineering, cross-functional support, and closer business coordination with key AI platform providers including AMD, Arm, Intel, and NVIDIA.”— ALAB 8-K, filed 2026-08-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K, filed 2025-11-04 EDGAR · View source filing ↗
“• Announced partnership with high-performance ASIC leader, Alchip Technologies, to advance the silicon ecosystem for AI rack-scale infrastructure through the seamless integration of purpose-built compute and connectivity solutions. The collaboration combines Alchip’s custom ASIC development capabilities with Astera Labs’ comprehensive connectivity portfolio to deliver validated and interoperable solutions for hyperscalers building next-generation AI infrastructure.”— ALAB 8-K, filed 2025-08-05 EDGAR · View source filing ↗
Competitors
“Companies that compete directly with our businesses include, but are not limited to, … Astera Labs, Inc.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
Filed activity
Filings by Astera Labs itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
• Record quarterly revenue of $392.4 million, up 27% QoQ and up 104% year-over-year • Q2 revenue strength reflects diversified growth across AI fabrics and signal conditioning • Q3 revenue inflection to be driven by Scorpio™ X-Series 320-lane fabric switch production ramp SAN JOSE, CA, U.S. – August 4, 2026 – Astera Labs, Inc.Show more from the filing
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the second quarter of fiscal year 2026, ended June 30, 2026. “Astera Labs delivered outstanding Q2 2026 results, with record revenue of $392.4 million, up 27% sequentially and 104% year-over-year, driven by broad-based strength across our portfolio, including record quarterly revenue for our Aries product line,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer. “We expect momentum to accelerate in Q3 as Scorpio fabric switches become our largest product family, one quarter ahead of our prior expectations. This milestone will mark our evolution into a complete AI fabric infrastructure provider.
• Record quarterly revenue of $308.4 million, up 14% QoQ and up 93% year-over-year • Market-leading PCIe 6 AI fabric and signal conditioning portfolio delivered strong growth during Q1 • Now shipping newly announced Scorpio™ X-Series 320-lane AI Fabric switch and expanded Scorpio P-Series PCIe 6 switch family supporting 32 to 320 lanes SAN JOSE, CA, U.S. – May 5, 2026 – Astera Labs, Inc.Show more from the filing
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the first quarter of fiscal year of 2026, ended March 31, 2026. “Astera Labs delivered strong Q1 2026 financial results with revenue growing by 14% sequentially and 93% year-over-year to a record level of $308.4 million, driven by robust demand for our PCIe 6 portfolio,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer.
• Record quarterly revenue of $270.6 million, up 17% QoQ, and record full-year revenue of $852.5 million, up 115% year-over-year • Broadening Scorpio X-Series smart fabric roadmap to address expanding scale-up market opportunities supporting multiple customers, starting production ramp for lead platform SAN JOSE, CA, U.S. – February 10, 2026 – Astera Labs, Inc.Show more from the filing
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the fourth quarter and full fiscal year of 2025, ended December 31, 2025. “Astera Labs delivered strong financial results in Q4 with revenue growing by 17% sequentially to a new record level of $270.6 million, highlighting a stellar 2025 with full-year revenue growth of 115% year-over-year,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer. “The market opportunity for our Intelligent Connectivity Platform continues to grow rapidly, encompassing multiple product lines, physical media, form factors, and protocols for standard and custom applications.
• Record quarterly revenue of $230.6 million, up 20% QoQ and 104% YoY • Strong Q3 revenue growth driven by new AI platform ramps featuring multiple product families • Scorpio fabric switch design wins expand to several platforms at multiple hyperscaler customers SAN JOSE, CA, U.S. – November 4, 2025 – Astera Labs, Inc.Show more from the filing
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the third quarter of fiscal year 2025, ended September 30, 2025. “Astera Labs delivered strong financial results in Q3 with revenue growing by 20% sequentially to a new record level of $230.6 million,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer. “During the quarter, we saw robust demand and upside across our signal conditioning, smart cable module (SCM), and switch fabric portfolios as new AI platforms ramped up production. Looking into Q4, we anticipate continued PCIe 6 momentum alongside robust growth from our Taurus Ethernet SCMs.
• Record quarterly revenue of $191.9 million, up 20% QoQ and 150% YoY, and record operating cash flow generation of $135 million • Industry leading PCIe 6 connectivity portfolio ramping in volume on customized rack-scale AI systems • Scorpio fabric switch design wins expand across multiple new customers and applications SAN JOSE, CA, U.S. – August 5, 2025 – Astera Labs, Inc.Show more from the filing
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the second quarter of fiscal year 2025, ended June 30, 2025. “Astera Labs delivered strong financial results in Q2 with sequential revenue growth of 20 percent, driving meaningful upside to earnings and cash flow from operations,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer. “During Q2, we successfully executed the next step in our growth journey by ramping our PCIe 6 product portfolio into volume production for customized rack-scale AI systems and added multiple new design wins for our Scorpio Fabric Switches.