Astera Labs
Fabless chip + software vendor: designs connectivity ASICs (retimers, AECs, CXL memory controllers, fabric switches) and modules, outsources fabrication (TSMC), sells into AI server/rack platforms via hyperscalers, GPU/accelerator OEMs, and ODMs; attaches COSMOS software/fleet-management as a stickiness layer.
Price · 1-year trend
real · weeklyThe thesis on this name
AI Compute Value-Chain
Memory super-cycle monitor
Memory super-cycle monitor
Reported financials — SEC EDGAR
Audited GAAP figures pulled from SEC filings · latest filing 2026-02-20. The audited primary-source spine — not investment advice.
Revenue — annual (GAAP)
Margins & balance sheet — FY’25
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
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- Supplier–customer ecosystem graph
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