7月30日，Astera Labs盘前上涨5.2%，报260.45美元/股，成交额369.8万美元。
消息面上，韩国AI芯片企业FuriosaAI正与Supermicro探索16卡AI服务器托盘设计，该方案将选用Astera Labs的高通道数交换芯片，将NIC与Switch的比例从4:1提升至16:1。此外，三星、SK海力士和美光均已缩减或放弃CXL控制器自研计划，设计主导权正向Astera Labs等独立芯片设计公司转移。叠加半导体板块整体回暖，美光科技涨1.92%、美国超微公司涨3.48%、英特尔涨2.63%、SK海力士涨1.74%，板块做多情绪修复带动公司股价反弹。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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