Who Astera Labs buys from and sells to
Fabless maker of PCIe/CXL retimers, switches and fabric chips that connect GPUs, CPUs and memory in AI servers.
Where the chain could break
- One end customer was over 70% and the top three ~86% of 2025 revenue
- TSMC is the sole foundry and its main distributor is also in Taiwan
Competes with
- BroadcomAVGOPCIe switches and retimers
- MarvellMRVLPCIe and CXL connectivity
- CredoCRDOcables and retimers in the same racks
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.