Astera Labs vs Broadcom
Astera Labs and Broadcom are both placed on 3 of the same AI data center parts in this catalog, spanning layers 2, 3. Astera Labs appears on 4 parts in total and Broadcom on 12.
At a glance
| Astera Labs | Broadcom | |
|---|---|---|
| Ownership | public | public |
| Headquarters | San Jose, United States | Palo Alto, United States |
| Primary listing | ALAB | AVGO |
| Market cap | 44.6B USD | 1.54T USD |
| Parts placed | 4 | 12 |
| Layers covered | 2 | 3 |
| Units / subsidiaries | 0 | 1 |
| Seen in machines | 0 | 4 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- PCIe/CXL switches & retimers — Fabric silicon — switches that fan a single PCIe or CXL root out to many downstream devices, and retimers that clean up the signal over longer runs — connecting accelerators, SSDs, and pooled memory back to the host.
- Scale-up fabric — The fabric linking GPUs to each other inside a single rack or pod, separate from the switching fabric that connects racks to each other.
- Retimers inside AECs — Retimer chips embedded inside active electrical cables (AEC) that regenerate the signal to extend reach at high speed.
The 3 parts both make
| Part | Astera Labs | Broadcom |
|---|---|---|
| PCIe/CXL switches & retimers Layer 2 — Memory & storage | manufacturer inferred | manufacturer inferred |
| Scale-up fabric Layer 3 — Networking & interconnect | manufacturer disclosed Scorpio X | manufacturer inferred |
| Retimers inside AECs Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred |
Only Astera Labs
Only Broadcom
- Hyperscaler custom ASICs layer 1
- ASIC design services, IP & EDA layer 1
- NICs / SuperNICs layer 1
- Scale-out switch ASICs layer 3
- Optical transceivers layer 3
- Lasers layer 3
- Optical DSPs, drivers, TIAs layer 3
- Silicon photonics & co-packaged optics layer 3
- Timing & telemetry silicon layer 3
Questions
- Do Astera Labs and Broadcom compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: PCIe/CXL switches & retimers, Scale-up fabric, Retimers inside AECs. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Astera Labs or Broadcom?
- Astera Labs has 4 placements and Broadcom has 12. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.