ALAB Astera Labs, Inc. Common Stock Loading...

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22:00
Dec 11 ◎
Hock Tan CEO, Broadcom AVGO Q4 FY25 call
Broadcom's AI backlog of $73 billion (delivered over 18 months) includes ~$20 billion of non-XPU networking components (switches, DSPs, lasers), indicating a substantial merchant silicon opportunity. — The size of the merchant component backlog implies significant share gains in AI networking and suggests competitors are losing sockets.
ALAB
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About ALAB Analyst Coverage

Buzzberg tracks ALAB (Astera Labs, Inc. Common Stock) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Hock Tan.