ALAB

Astera Labs Inc.

research_scan theme='agi-infrastructure'; value_chain_position='upstream-enabler'; PCIe-CXL retimer and memory-expansion fabric picks-and-shovel; sits directly on the accelerator-to-CPU interconnect layer and benefits from custom-silicon multi-source dynamics regardless of merchant-GPU capture. Fabric-retimer positioning is adjacent to NVLink Fusion adoption cadence (d-Matrix Raptor XPU 2026-09-10 per chips-compute 2026-09-14).