Astera Labsvs.Super Micro
ALAB vs SMCI · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Astera Labs is about 2.2× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 151.6); year to date, Astera Labs leads (+66.8% vs +20.2%).
Side by side
| ALAB | SMCI | |
|---|---|---|
| Market cap | $56B | $25.4B |
| Price | $282.65 | $38.46 |
| Today | +1.8% | +9.4% |
| Return YTD | +66.8% | +20.2% |
| Return 1Y | +55.0% | −19.8% |
| P/E | 151.6 | 20.4 |
| P/S | 46.6 | 0.8 |
| P/B | 32.4 | 3.4 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Astera LabsALAB
Signal integrity becomes a real constraint at AI-server speeds. Astera Labs sells the fix: Aries PCIe retimers, Taurus and Leo connectivity, Scorpio fabric switches.
Full ALAB profile →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More ALAB & SMCI comparisons
Other head-to-heads in the Data centers segment.
See where ALAB and SMCI sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →