Astera Labs vs Semtech
Both are primarily Networking Silicon companies. Astera Labs is larger by market cap ($46.7B vs $15.6B). Semtech reports higher tracked revenue ($1.0B vs $853M).
Shared segment: Design (Fabless).
Side-by-side
| Astera Labs | Semtech | |
|---|---|---|
| Market cap | $46.7B | $15.6B |
| 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 2026-09-16. 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).
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Cite as: wafergraph, “Astera Labs vs Semtech”, https://wafergraph.com/compare/astera_labs-vs-semtech (data as of 2026-09-16).