THE AI PARTY CONTINUES WITH $ALAB

Astera Labs was a very clean quarter. Revenue landed at $231M, up 20% sequentially and 104% YoY with gross margin expanding to 76% and operating margin hit 42%. The mix was broad. Aries Gen6 retimers are now real volume. Taurus smart cable modules kept pace. Scorpio P is in production at a lead hyperscaler and […]

Please sign in to view this content or register here.

More Like This

UPDATED THOUGHTS ON SOFTWARE

THE TOLL BOOTH OF THE AGENTIC AI ECONOMY

$AMKR POST-EARNING THOUGHTS

Rate your experience