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Astera Labs
Astera Labs (ALAB) investor relations material
Astera Labs 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Vision and market overview
Focus on providing comprehensive rack-level AI connectivity infrastructure, evolving from server-based to rack-based compute units since 2017.
Product suite includes fabric switches (Scorpio P/X), retimers (Aries), Ethernet signal conditioners (Taurus), and CXL memory expansion (Leo), all in production and contributing to revenue.
Software-first architecture and Cosmos framework enable flexible, customizable, and diagnostic-rich solutions for hyperscaler customers.
Deep customer relationships inform product roadmap and feature prioritization, supporting long-term planning.
Strongest market position in PCIe retimers and switches, with leadership in PCIe Gen 5 and first-to-market PCIe Gen 6 solutions.
Product and technology leadership
Scorpio X is set to become the largest product line, driven by PCIe-based scale-up deployments at major cloud providers.
UA-Link and NVLink Fusion support open new opportunities, with protocol translation solutions expanding total addressable market.
CPO (co-packaged optics) transition seen as a TAM expansion, with plans for in-house and third-party silicon photonics integration.
Optical engine development and Xscape acquisition position the company for future optical I/O in Scorpio family.
CPO adoption expected first in scale-out networks, with scale-up optics likely by 2028–2029, depending on industry readiness.
Market trends and customer demand
Strong end-customer demand for AI infrastructure, with no signs of slowdown through 2027.
Over 10 active engagements for PCIe scale-up switches, with confirmed design wins and ramping volumes in 2024–2025.
PCIe switch fabric expected to remain relevant through at least 2028, with gradual transition to UA-Link as it matures.
Customers likely to stick with familiar protocols (PCIe, Ethernet) until new standards are fully established.
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Next Astera Labs earnings date
Q4 202510 Feb, 2026
Astera Labs
Next Astera Labs earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
Astera Labs Inc. specializes in the design, manufacture, and sale of semiconductor-based connectivity solutions, particularly tailored for cloud and AI infrastructure. Its offerings encompass a comprehensive Intelligent Connectivity Platform, which includes a variety of data, network, and memory connectivity products built on a software-defined architecture. This platform facilitates the deployment and operation of high-performance cloud and AI infrastructures. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
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