UALink scale-up connectivity
Taurus smart retimers and redrivers support UALink, and Orion's roadmap includes UALink.
What it is
UALink is an open standard for connecting accelerators inside a scale-up domain. Astera's products for it are the 3.2T Taurus retimers and redrivers and the Scorpio switch family, with Orion extended to UALink on the roadmap.
Why it matters to the stock. Open scale-up standards could challenge proprietary GPU interconnects. If UALink gains adoption, Astera's switch and retimer lines are positioned to benefit.
News
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