Core Insights - Astera Labs has seen its stock price surge by 250% over the past six months, making its co-founders billionaires amid the AI infrastructure boom [1] - The company focuses on connectivity technology to enhance AI infrastructure, with significant revenue growth projected [2] - Astera Labs' revenue has increased over 11 times from $35 million in 2021 to an expected $396 million in 2024, with profitability anticipated in 2025 [2] Company Background - The co-founders, Jitendra Mohan and Sanjay Gajendra, previously worked at Texas Instruments and National Semiconductor before founding Astera Labs in 2017 [3] - They identified a gap in connectivity technology that was not keeping pace with advancements in AI and machine learning [3] - The company raised $50 million in 2021 at a valuation of $950 million and later secured $150 million in 2022, increasing its valuation to $3.2 billion [3] Financial Performance - Astera Labs went public in March 2024, raising $820 million and achieving a market capitalization of approximately $6 billion [3] - The current market valuation has soared to $34 billion, with the co-founders holding about 4% of the shares, valued at $1.5 billion each [4] - The co-founders have sold over $200 million worth of stock since the IPO [4]
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半导体芯闻·2025-10-14 10:26