Astera Labs vs Marvell
Astera Labs and Marvell 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 Marvell on 13.
At a glance
| Astera Labs | Marvell | |
|---|---|---|
| Ownership | public | public |
| Headquarters | San Jose, United States | Santa Clara, United States |
| Primary listing | ALAB | MRVL |
| Market cap | 44.6B USD | 205.4B USD |
| Parts placed | 4 | 13 |
| Layers covered | 2 | 3 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 0 | 1 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- CXL controllers & memory expanders — Chips that let a server attach an extra pool of DRAM over a CXL link rather than only through the CPU's own memory channels, expanding usable capacity beyond what fits in local DIMM slots.
- 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.
- 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 | Marvell |
|---|---|---|
| CXL controllers & memory expanders Layer 2 — Memory & storage | manufacturer disclosed | manufacturer inferred |
| PCIe/CXL switches & retimers Layer 2 — Memory & storage | manufacturer inferred | manufacturer inferred |
| Retimers inside AECs Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred |
Only Astera Labs
- Scale-up fabric layer 3
Only Marvell
- Hyperscaler custom ASICs layer 1
- ASIC design services, IP & EDA layer 1
- NICs / SuperNICs layer 1
- DPUs layer 1
- Scale-out switch ASICs layer 3
- Optical DSPs, drivers, TIAs layer 3
- Silicon photonics & co-packaged optics layer 3
- DCI / coherent optics layer 3
- Timing & telemetry silicon layer 3
- Controllers layer 2
Questions
- Do Astera Labs and Marvell compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: CXL controllers & memory expanders, PCIe/CXL switches & retimers, 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 Marvell?
- Astera Labs has 4 placements and Marvell has 13. 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.