Astera Labs vs Semtech
Astera Labs is larger by market cap ($54.1B vs $12.2B). Semtech reports higher tracked revenue ($1.0B vs $853M). Both are primarily Networking Silicon companies.
Shared segment: Design (Fabless).
Side-by-side
| Astera Labs | Semtech | |
|---|---|---|
| Market cap | $54.1B | $12.2B |
| Revenue | $853M (FY2025) | $1.0B (FY2026) |
| Primary segment | Networking Silicon | Networking Silicon |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 2 | 2 |
| Tracked customers | 2 | 1 |
| Chokepoint / criticality | 68/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Astera Labs and Semtech compare
- Size: Astera Labs is the larger company by market cap.
- Revenue: Semtech reports higher tracked revenue.
- Supply-chain criticality: Astera Labs has the higher chokepoint score (68/100 vs 8/100).
- Footprint: Astera Labs (United States) vs Semtech (United States).