Astera Labs Analysis: From Signal Boosters to a $12 Billion AI Market

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Astera Labs Analysis: From Signal Boosters to a $12 Billion AI Market Seeking Alpha analyst Uttam Dey breaks down the massive TAM expansion for Astera Labs (ALAB), projecting a shift from a $3B retimer niche to a $12B infrastructure powerhouse. Discover how their new memory controllers and switches are driving a 170% CAGR and 2026 revenue dominance. Get Started With Seeking Alpha Premium Now - Stay Connected Seeking Alpha on Twitter: Seeking Alpha on Instagram: Seeking Alpha on Facebook: More from Seeking Alpha: Be a better investor.
  2026/02/25      youtube
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