Hidden AI Semiconductors Making Money Next to NVIDIA… Market Cap Soars by 3.7 Trillion Won in a Day

Astera Labs Inc. (NASDAQ: ALAB), a U.S. semiconductor company serving AI data centers, closed at $187.50 on the Nasdaq, up 7.73%. Trading volume was about 2.98 million shares, and its market capitalization rose to roughly $31.9 billion (approximately KRW 44.7 trillion), adding about $2.7 billion (KRW 3.7 trillion) in a single day.

In its recently released fourth-quarter and full-year 2025 results, Astera Labs reported triple-digit revenue growth and solid profitability. The company also signed a strategic agreement granting Amazon warrants to purchase up to 3.26 million shares if the e-commerce giant buys up to $6.5 billion worth of products—fueling expectations that Astera Labs will benefit from the AI infrastructure boom. (ir.asteralabs.com)

Astera Labs is a fabless designer of connectivity chips—such as PCIe- and CXL-based retimers and switches—that link GPUs, CPUs, and memory. It supplies the high-bandwidth interconnect solutions essential for NVIDIA and major cloud providers to build AI servers. Since its March 2024 Nasdaq listing, the company has emerged as a critical infrastructure provider handling the “wiring” and “road network” of AI data centers, solidifying its status as a leading AI infrastructure play. (zacks.com)