Key Takeaways ALAB is seeing strong demand for PCIe 6, Ethernet, and fabric switches across AI infrastructure builds. ALAB expects UA Link and custom connectivity solutions to unlock new growth in next-gen AI systems.AVGO is benefiting from booming AI networking demand and a $73B AI-related order backlog.Astera Lab (ALAB) and Broadcom (AVGO) are major players in the AI infrastructure market, specifically in high-speed connectivity solutions like PCIe and CXL retimers and switches. While Astera Labs focuses ...

Key Takeaways ALAB has jumped 51.2% in six months, outperforming its sector and key peer Broadcom. Strong demand for Aries, Taurus, and Scorpio products supports ALAB's upbeat Q4 revenue outlook. ALAB expands AI connectivity solutions and partnerships while facing stiff competition and high valuation. Astera Labs (ALAB) shares have surged 51.2% in the past six-month period, outperforming the broader Zacks Computer & Technology sector’s rise of 27.1% and the Zacks Internet - Software industry’s decline of 4. ...