As an open interconnection protocol, CXL enables high-speed and efficient interconnection between CPUs and GPUs, FPGAs or other accelerators, meeting today's high-performance heterogeneous computing requirements and providing higher bandwidth and better memory consistency. It is built on the physical and electrical interface of the PCIe5.0 standard, and the latest specification has come to ComputeEXpressLink (CXL) 3.0.
According to BusinessKorea, a recent report from a market research agency shows that the global CXL market will reach US$15 billion in 2028. Although less than 10% of CPUs are currently compatible with the CXL standard, it is expected that by 2027 all CPUs will be designed to support the CXL interface. It is estimated that 80% of the global CXL market revenue in 2028 will come from DRAM, which means it will account for US$12 billion of the US$15 billion.
The core of the competition for the CXL market is naturally DRAM. Samsung and SK Hynix are the world's first and second largest memory manufacturers. Naturally, they will not miss the "new blue ocean" of CXL. They are currently actively developing CXL technology to increase server DRAM sales. CXL memory modules can theoretically achieve "unlimited" DRAM expansion in servers, and can also unify the direct communication protocols of different information processing devices, simplifying data processing, reducing data bottlenecks, improving energy efficiency, and solving the physical scalability problem of DRAM in existing computer standards.
In recent years, artificial intelligence (AI), high-performance computing (HPC) and PC have been promoting the research and development of high-performance DRAM products. Samsung and SK Hynix both believe that CXL is a new technology that will lead the memory market after HBM, and they plan to increase investment and accelerate the development of CXL technology to seize the opportunity.
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