Samsung, SK Hynix, and Micron All Cease In-House Development of CXL Controllers
17 hour ago / Read about 0 minute
Author:小编   

Samsung Electronics, SK Hynix, and Micron Technology have either scaled back or completely abandoned their plans to commercialize CXL (Compute Express Link) expansion device controllers. Meanwhile, specialized chip design companies, such as Montage Technology, have stepped forward to bridge this gap in the market. Consequently, the division of labor within the CXL ecosystem has undergone a significant transformation, with memory manufacturers now concentrating more on the manufacturing process, while the leadership in design is gradually transitioning towards independent chip design firms. In the capital markets, this trend is advantageous for the related chip design companies. In the near term, it is not anticipated that the three leading memory manufacturers will embark on new competitive endeavors centered around complete CXL solutions; instead, their primary profit models will continue to be centered around traditional DIMM (Dual In-line Memory Module) memory products, which is more in line with English expression habits and the original meaning.