ALAB Benefits From Strong Connectivity Demand: A Sign for More Upside?

Key Takeaways ALAB is benefiting from rising demand for PCIe and AI-focused connectivity solutions. ALAB sees robust demand for Scorpio fabric switches and PCIe Gen 6 scale-out design wins. ALAB's Aries PCIe 6 retimers topped 20% of Q3 revenue, while Taurus cables grow on 400G demand. Astera Labs (ALAB) is rapidly expanding its portfolio to address the growing demands of AI infrastructure and connectivity solutions. It benefits from strong demand for its PCIe solutions, which have also been a major growth d ...