Credo Technology
High riskCRDO · Public · United States
High-speed connectivity company associated with SerDes, active electrical cables, optical DSPs, and data center interconnect.
4/5
Astera Labs
ALAB · NASDAQ · Public · United States
Connectivity semiconductor company focused on high-speed data movement inside AI and cloud infrastructure systems.
High riskHigh Beta
4/5
Why It Matters
As AI systems scale, signals must travel reliably across boards, accelerators, memory, and racks. Astera Labs is a higher-beta connectivity supplier tied to these data movement bottlenecks.
What They Sell
- PCIe and CXL connectivity chips
- Retimers
- Smart cable modules
- Rack-scale connectivity products
Key Technologies
RetimersPCIeCXLSmart cablesHigh-speed connectivity
Related Companies
Marvell Technology
Medium riskMRVL · Public · United States
Data infrastructure semiconductor company focused on custom silicon, optical DSPs, connectivity, and cloud networking.
5/5
Broadcom
Low riskAVGO · Public · United States
Large-scale semiconductor and infrastructure software platform with major relevance to AI networking silicon and custom accelerator ecosystems.
5/5
Super Micro Computer
High riskSMCI · Public · United States
Server and rack-scale systems company with exposure to AI infrastructure integration, liquid cooling, and deployment cycles.
4/5
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Source Notes
- Verify current product mix, customer exposure, and segment reporting from company filings, investor presentations, and primary technical materials.
- This profile is written for industry mapping and does not make investment recommendations.