On July 20, according to South Korean tech media ZDNet Korea, Samsung Electronics, SK Hynix, and Micron Technology have all scaled back or abandoned commercialization plans for CXL expansion device controllers. Specialized chip design companies such as Montage Technology, Astera Labs, and PrimeMass are filling this void. This shift indicates a reshaping of the division of labor within the CXL ecosystem, where memory manufacturers will focus on production, while design leadership moves to independent chip design firms. For the capital market, this not only benefits relevant chip design companies but also means that the three major memory manufacturers will not engage in new competition around complete CXL solutions in the short term, with their core profit models still revolving around traditional DIMM memory products.
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Samsung, SK Hynix, and Micron Abandon In-House CXL Controller Development
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