Astera Labs CEO: ‘We Could Be The Broadcom’ Of CXL Solutions
The California-based chip connectivity firm has seen growth every quarter after investing in emerging semiconductor technology.
What is your goal for Astera Labs’ growth in the next five years?
We find ourselves in a very interesting market and we believe the market we’re addressing will continue to grow to $10 billion in TAM (total addressable market). And it’s split across CXL (Compute Express Link), across ethernet, across PCIe Retimer class of products… we find ourselves in the position that we could be the Broadcom of this. So that’s really what we’re focused on – bringing newer and newer products to the market, addressing our customers needs and talking to customers who can really drive growth.
How do you make your product stand out in a crowded semiconductor market?
One of the strengths of our company the ability to see where the market will end up and where the customers will need their solutions. We anticipated that as customers go from PCI Express Gen 3 to Gen 4, they will need a signal integrity solution. What was new was that these new workloads would be larger and would require a different type of solution to be deployed in the cloud. We focused on reducing the latency in our products and adding a level of diagnostics that customers could really operationalize and include in their own software stack. So that was our differentiation. And we went to our customers, and we told them, ‘This is what you will need. And this is what we will deliver.’