Sectivia

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 3.8× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 264.5); year to date, Astera Labs leads (+148.2% vs −3.3%).

Side by side

ALABSMCI
Market cap$70.8B$18.5B
Price$412.97$28.31
Today−1.1%+0.2%
Return YTD+148.2%−3.3%
Return 1Y+325.7%−43.8%
P/E264.514.8
P/S70.70.5
P/B47.42.4

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Astera LabsALAB

NASDAQ · USA

Supplies connectivity chips (PCIe/CXL retimers, optical modules) that resolve signal integrity issues between GPUs, CPUs and memory in AI servers.

ConnectivityAI hardware
Full ALAB profile →

Super MicroSMCI

NASDAQ · USA

Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.

AI serversData center exposure
Full SMCI profile →

More comparisons in Data centers

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 →