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Astera Labs (ALAB) is a global semiconductor company specializing in designing and delivering connectivity solutions for cloud and AI infrastructure. The company develops semiconductor-based products and software to address data, network, and memory bottlenecks in high-performance computing environments. ALAB's offerings include integrated circuits, boards, and modules, along with embedded software for seamless configuration and optimization.
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Product Sales - Provides shipments of Intelligent Connectivity Platform solutions, including Aries, Taurus, and Leo products, which address connectivity challenges in cloud and AI infrastructure.
- Aries PCIe®/CXL® Smart DSP Retimers - Optimizes data transfer and connectivity performance in cloud computing systems.
- Aries PCIe®/CXL® Smart Cable Modules™ - Enhances connectivity for high-speed data transfer in cloud environments.
- Taurus Ethernet Smart Cable Modules™ - Facilitates efficient network connectivity for AI workloads.
- Leo CXL Memory Connectivity Controllers - Addresses memory bottlenecks in accelerated computing architectures.
- Scorpio Smart Fabric Switches - Provides advanced switching capabilities for cloud-scale deployments.
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Engineering Services - Delivered custom engineering solutions for product feature development, contributing a minor share to revenue before being discontinued in mid-2023.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Jitendra Mohan ExecutiveBoard | Chief Executive Officer | Jitendra Mohan has been the Chief Executive Officer of Astera Labs since November 2017 and is also a board member. Previously, he held key roles in the semiconductor industry at Texas Instruments and National Semiconductor. | View Report → | |
Sanjay Gajendra ExecutiveBoard | President | Sanjay Gajendra is a co-founder of Astera Labs and currently serves as President since November 2023. He previously held executive roles as COO since November 2017 and as CFO and Treasurer from November 2017 to July 2020. | ||
Michael Tate Executive | Chief Financial Officer and Treasurer | Michael Tate serves as the Chief Financial Officer and Treasurer at Astera Labs since July 2020 and has previously held significant leadership positions at Annapurna Labs, NetLogic Microsystems, Marvell Technology, and Galileo Technology. | ||
Philip Mazzara Executive | General Counsel and Secretary | Philip Mazzara is the General Counsel and Secretary at Astera Labs since September 2022, having earlier served as Vice President of Legal from February 2022 to August 2022. Previously, he held key legal roles at Innovium, Inc. from August 2015 to December 2021. | ||
Bethany Mayer Board | Director | Member of Hewlett Packard Enterprise board; Chair of Box, Inc.; Member of LAM Research Corporation board; Member of Sempra Energy board | Bethany Mayer has been serving as a Director at ALAB since June 2024. She is also an audit committee financial expert on the ALAB board. Previously, she held executive roles at Sempra Energy, Ixia, and HP. | |
Craig Barratt Board | Class II Director on the Board of Directors | Independent Business Consultant; Chair, Board of Directors, Intuitive Surgical, Inc. | Craig Barratt is a seasoned technology veteran with leadership roles including CEO and President in his previous career chapters. He joined Astera Labs on March 2, 2025 as a Class II Director and Audit Committee member. | |
Jack Lazar Board | Member of the Board of Directors and Chair of the Audit Committee | Independent Business Consultant (since March 2016); Board Member at Resideo Technologies (since September 2018); Board Member at Box, Inc. (since March 2020); Board Member at GlobalFoundries, Inc. (since July 2021) | Jack Lazar serves as a board member and the Chair of the Audit Committee at ALAB since December 2022. He brings extensive experience from previous executive roles at GoPro, Qualcomm, and Atheros Communications and has been an Independent Business Consultant since March 2016. | |
Manuel Alba Board | Chair of the Board of Directors | Director at Kardium; Director at Lightbits; Director at Xsight Labs; Interim Chairman at Lyte.ai; Director at Element Labs | Manuel Alba has served as the Chair of the Board of Directors at Astera Labs since March 2018. He has extensive experience holding director roles at companies such as Kardium, Lightbits, Xsight Labs, Lyte.ai, and Element Labs. | |
Michael Hurlston Board | Member of the Board of Directors and Compensation Committee Chair | Member of the Board of Directors at Flextronics International, Ltd. since September 2020 | Michael Hurlston has served as a board member at Astera Labs since November 2022, where he also chairs the Compensation Committee; he has extensive executive experience having served as CEO at Lumentum, Synaptics, and Finisar. | |
Stefan Dyckerhoff Board | Member of Astera Labs' Board of Directors | Managing Director at Sutter Hill Ventures ; Board Member at Lacework ; Board Member at SiFive ; Board Member at Atmosic Technologies ; Board Member at Enfabrica | Stefan Dyckerhoff is a non-employee board member at Astera Labs since November 2019. He has extensive experience as an investor and executive in technology, notably as Managing Director at Sutter Hill Ventures and in leadership roles at Juniper Networks and Cisco Systems. |
- With the recent China restrictions and tariff uncertainties affecting your third-party retimer sales, how do you plan to mitigate these headwinds while balancing growth across both your Aries and Taurus product lines?
- Given the shift towards UALink and the current reliance on PCIe copper solutions, can you detail the timeline and strategy for transitioning to UALink, and how this shift might impact ASPs and overall revenue growth?
- In light of DSOs increasing from mid-20s to 40 days this quarter, what specific operational or process improvements are you implementing to manage working capital effectively as you expand your product mix?
- With the increasing competition from bundled solutions in the merchant GPU and custom ASIC markets, what initiatives are in place to reinforce your competitive advantage and defend market share in the rapidly evolving AI connectivity landscape?
- As Scorpio X-Series products start to ramp and potentially offer significantly higher ASPs compared to P-Series, can you provide more insight into when you expect the X-Series revenues to overtake those of the P-Series and what key assumptions underpin this projection?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
This competitor is identified as one of the principal competitors in the semiconductor industry, particularly in the cloud data center infrastructure market. The company competes with respect to some, but not all, of the solutions offered by the company. | |
This competitor is listed among the principal competitors in the semiconductor industry, competing in areas related to cloud and AI infrastructure solutions. | |
This competitor is noted as a significant player in the semiconductor industry, competing in the cloud data center infrastructure market. | |
This competitor is mentioned as one of the main competitors in the semiconductor industry, particularly in the cloud and AI infrastructure markets. | |
Montage Technology | This competitor is identified as one of the principal competitors in the semiconductor industry, focusing on cloud and AI infrastructure solutions. |
Parade Technologies, Ltd. | This competitor is listed as a key competitor in the semiconductor industry, competing in the cloud and AI infrastructure markets. |
This competitor is highlighted as one of the main competitors in the semiconductor industry, particularly in the cloud data center infrastructure market. |
No recent press releases or 8-K filings found for ALAB.