Astera Labs — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
3 家供應商15 家合作夥伴7 家競爭對手5 份來源申報文件
收錄於供應鏈主題地圖：AI 資料中心運算與互連
供應商（供應其產品或服務的公司）
供應來自 ←
TSMC
申報於 2026-02-20 · 192 天前
“We use a fabless manufacturing model and partner with TSMC to fabricate all of our ICs.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Astera Labs 採用無晶圓廠模式，與 TSMC 合作製造其所有 IC。（以原文為準）
供應來自 ←
ASE
申報於 2026-02-20 · 192 天前
“We use Advanced Semiconductor Engineering and Amkor Technologies to assemble, package, and test our ICs.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Astera Labs 委託 ASE 進行 IC 之組裝、封裝及測試。（以原文為準）
供應來自 ←
Amkor
申報於 2026-02-20 · 192 天前
“We use Advanced Semiconductor Engineering and Amkor Technologies to assemble, package, and test our ICs.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Astera Labs 使用 Amkor 進行 IC 的組裝、封裝和測試。（以原文為準）
合作夥伴與協作
合作夥伴 ↔
AMD
最近確認於 2026-08-04 · 27 天前 · 經 3 份申報文件佐證
“Demonstrated ecosystem partnership and compatibility at AMD Advancing AI 2026 with multiple exhibits highlighting Astera Labs’ solutions to resolve data movement bottlenecks across PCIe, CXL, and Ethernet. … Joint architectures included AMD Instinct platforms operating with Scorpio P-Series 320L for fabric optimization, Leo CXL memory controller for smart memory tiering, and Taurus 1.6T Smart Ethernet Retimers for scale-out connectivity, all with full-stack interop validated from end to end.”— ALAB 8-K，申報於 2026-08-04 EDGAR · 查看原始申報文件 ↗Astera Labs 在 AMD Advancing AI 2026 以多項展示呈現與 AMD 的生態系合作及相容性。（以原文為準）
合作夥伴 ↔
Arm
最近確認於 2026-08-04 · 27 天前 · 經 2 份申報文件佐證
“Astera Labs’ expanded Taiwan footprint positions the company to bring together broader engineering, cross-functional support, and closer business coordination with key AI platform providers including AMD, Arm, Intel, and NVIDIA.”— ALAB 8-K，申報於 2026-08-04 EDGAR · 查看原始申報文件 ↗Astera Labs 表示在台灣擴大布局可與 Arm 等關鍵 AI 平台業者進行更緊密的業務協調。（以原文為準）
合作夥伴 ↔
Amphenol
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 Amphenol 等公司合作推動機櫃級創新。（以原文為準）
合作夥伴 ↔
ASPEED
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 將 ASPEED 列為推動機櫃級創新開放生態系統的合作夥伴之一。（以原文為準）
合作夥伴 ↔
Cadence
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 AMD、Amphenol、Arm、ASPEED、Cadence Design Systems、Eoptolink、Ingrasys、Insyde Software、Molex、Quanta Computer、Synopsys、TE Connectivity、Wistron 及 Wiwynn 等公司合作，推動開放生態系的機櫃級創新。（以原文為準）
合作夥伴 ↔
Eoptolink
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 AMD、Amphenol、Arm、ASPEED、Cadence Design Systems、Eoptolink、Ingrasys、Insyde Software、Molex、Quanta Computer、Synopsys、TE Connectivity、Wistron 及 Wiwynn 等公司合作，推動開放生態系的機櫃級創新。（以原文為準）
合作夥伴 ↔
Ingrasys
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 AMD、Amphenol、Arm、ASPEED、Cadence Design Systems、Eoptolink、Ingrasys、Insyde Software、Molex、Quanta Computer、Synopsys、TE Connectivity、Wistron 及 Wiwynn 等公司合作，推動開放生態系的機櫃級創新。（以原文為準）
合作夥伴 ↔
Insyde Software
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 Insyde Software 等公司合作，以開放生態系推動機櫃級創新。（以原文為準）
合作夥伴 ↔
Molex
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 AMD、Amphenol、Arm、ASPEED、Cadence Design Systems、Eoptolink、Ingrasys、Insyde Software、Molex、Quanta Computer、Synopsys、TE Connectivity、Wistron 及 Wiwynn 等公司合作，推動開放生態系的機櫃級創新。（以原文為準）
合作夥伴 ↔
Quanta Computer
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 AMD、Amphenol、Arm、ASPEED、Cadence Design Systems、Eoptolink、Ingrasys、Insyde Software、Molex、Quanta Computer、Synopsys、TE Connectivity、Wistron 及 Wiwynn 等公司合作，推動開放生態系的機櫃級創新。（以原文為準）
合作夥伴 ↔
Synopsys
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 Synopsys 等公司合作，以開放生態系推動機櫃級創新。（以原文為準）
合作夥伴 ↔
TE Connectivity
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 TE Connectivity 合作推動機架級創新。（以原文為準）
合作夥伴 ↔
Wistron
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 與 Wistron 等公司合作推動機櫃級創新。（以原文為準）
合作夥伴 ↔
Wiwynn
申報於 2025-11-04 · 300 天前
“Collaborations with AMD, Amphenol, Arm, ASPEED, Cadence Design Systems, Eoptolink, Ingrasys, Insyde Software, Molex, Quanta Computer, Synopsys, TE Connectivity, Wistron, and Wiwynn are driving rack-scale innovation with an open ecosystem.”— ALAB 8-K，申報於 2025-11-04 EDGAR · 查看原始申報文件 ↗Astera Labs 指出與 Wiwynn 等公司的合作正在推動機櫃級創新。（以原文為準）
合作夥伴 ↔
Alchip Technologies
申報於 2025-08-05 · 391 天前
“• Announced partnership with high-performance ASIC leader, Alchip Technologies, to advance the silicon ecosystem for AI rack-scale infrastructure through the seamless integration of purpose-built compute and connectivity solutions. The collaboration combines Alchip’s custom ASIC development capabilities with Astera Labs’ comprehensive connectivity portfolio to deliver validated and interoperable solutions for hyperscalers building next-generation AI infrastructure.”— ALAB 8-K，申報於 2025-08-05 EDGAR · 查看原始申報文件 ↗Astera Labs 宣布與 Alchip Technologies 合作，結合 Alchip 的客製 ASIC 開發能力與 Astera Labs 的互連產品組合，為超大規模資料中心提供驗證過的互通解決方案。（以原文為準）
競爭對手
相互競爭 ↔
Marvell
最近確認於 2026-03-11 · 173 天前 · 經 2 份申報文件佐證
“Companies that compete directly with our businesses include, but are not limited to, … Astera Labs, Inc.”— MRVL 10-K，申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗Marvell 的直接競爭者包括 Astera Labs。（以原文為準）
相互競爭 ↔
Broadcom
申報於 2026-02-20 · 192 天前
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Astera Labs 的主要競爭對手包括 Broadcom。（以原文為準）
相互競爭 ↔
Credo
申報於 2026-02-20 · 192 天前
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Astera Labs 的主要競爭對手包括 Broadcom, Inc.、Credo Technology Group Holding Ltd. 等公司。（以原文為準）
相互競爭 ↔
Microchip Technology
申報於 2026-02-20 · 192 天前
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Microchip Technology 是 Astera Labs 的主要競爭對手之一。（以原文為準）
相互競爭 ↔
Montage Technology
申報於 2026-02-20 · 192 天前
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Montage Technology 是 Astera Labs 的主要競爭者之一。（以原文為準）
相互競爭 ↔
Parade Technologies
申報於 2026-02-20 · 192 天前
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Astera Labs 的主要競爭對手包括 Parade Technologies。（以原文為準）
相互競爭 ↔
Rambus
申報於 2026-02-20 · 192 天前
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Astera Labs 將 Rambus 列為其主要競爭對手之一。（以原文為準）
公司公告
Astera Labs 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
• Record quarterly revenue of $392.4 million, up 27% QoQ and up 104% year-over-year • Q2 revenue strength reflects diversified growth across AI fabrics and signal conditioning • Q3 revenue inflection to be driven by Scorpio™ X-Series 320-lane fabric switch production ramp SAN JOSE, CA, U.S. – August 4, 2026 – Astera Labs, Inc.（申報原文節錄，以原文為準）顯示更多原文
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the second quarter of fiscal year 2026, ended June 30, 2026. “Astera Labs delivered outstanding Q2 2026 results, with record revenue of $392.4 million, up 27% sequentially and 104% year-over-year, driven by broad-based strength across our portfolio, including record quarterly revenue for our Aries product line,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer. “We expect momentum to accelerate in Q3 as Scorpio fabric switches become our largest product family, one quarter ahead of our prior expectations. This milestone will mark our evolution into a complete AI fabric infrastructure provider.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• Record quarterly revenue of $308.4 million, up 14% QoQ and up 93% year-over-year • Market-leading PCIe 6 AI fabric and signal conditioning portfolio delivered strong growth during Q1 • Now shipping newly announced Scorpio™ X-Series 320-lane AI Fabric switch and expanded Scorpio P-Series PCIe 6 switch family supporting 32 to 320 lanes SAN JOSE, CA, U.S. – May 5, 2026 – Astera Labs, Inc.（申報原文節錄，以原文為準）顯示更多原文
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the first quarter of fiscal year of 2026, ended March 31, 2026. “Astera Labs delivered strong Q1 2026 financial results with revenue growing by 14% sequentially and 93% year-over-year to a record level of $308.4 million, driven by robust demand for our PCIe 6 portfolio,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• Record quarterly revenue of $270.6 million, up 17% QoQ, and record full-year revenue of $852.5 million, up 115% year-over-year • Broadening Scorpio X-Series smart fabric roadmap to address expanding scale-up market opportunities supporting multiple customers, starting production ramp for lead platform SAN JOSE, CA, U.S. – February 10, 2026 – Astera Labs, Inc.（申報原文節錄，以原文為準）顯示更多原文
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the fourth quarter and full fiscal year of 2025, ended December 31, 2025. “Astera Labs delivered strong financial results in Q4 with revenue growing by 17% sequentially to a new record level of $270.6 million, highlighting a stellar 2025 with full-year revenue growth of 115% year-over-year,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer. “The market opportunity for our Intelligent Connectivity Platform continues to grow rapidly, encompassing multiple product lines, physical media, form factors, and protocols for standard and custom applications.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• Record quarterly revenue of $230.6 million, up 20% QoQ and 104% YoY • Strong Q3 revenue growth driven by new AI platform ramps featuring multiple product families • Scorpio fabric switch design wins expand to several platforms at multiple hyperscaler customers SAN JOSE, CA, U.S. – November 4, 2025 – Astera Labs, Inc.（申報原文節錄，以原文為準）顯示更多原文
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the third quarter of fiscal year 2025, ended September 30, 2025. “Astera Labs delivered strong financial results in Q3 with revenue growing by 20% sequentially to a new record level of $230.6 million,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer. “During the quarter, we saw robust demand and upside across our signal conditioning, smart cable module (SCM), and switch fabric portfolios as new AI platforms ramped up production. Looking into Q4, we anticipate continued PCIe 6 momentum alongside robust growth from our Taurus Ethernet SCMs.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• Record quarterly revenue of $191.9 million, up 20% QoQ and 150% YoY, and record operating cash flow generation of $135 million • Industry leading PCIe 6 connectivity portfolio ramping in volume on customized rack-scale AI systems • Scorpio fabric switch design wins expand across multiple new customers and applications SAN JOSE, CA, U.S. – August 5, 2025 – Astera Labs, Inc.（申報原文節錄，以原文為準）顯示更多原文
(Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the second quarter of fiscal year 2025, ended June 30, 2025. “Astera Labs delivered strong financial results in Q2 with sequential revenue growth of 20 percent, driving meaningful upside to earnings and cash flow from operations,” said Jitendra Mohan, Astera Labs’ Chief Executive Officer. “During Q2, we successfully executed the next step in our growth journey by ramping our PCIe 6 product portfolio into volume production for customized rack-scale AI systems and added multiple new design wins for our Scorpio Fabric Switches.
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗