Xuan Gu Bao·2025-06-19 23:36Industry Overview - CXL (Compute Express Link) technology is emerging as a strategic high ground for storage giants, gaining support from numerous manufacturers after the merger with Gen-Z and OpenCAPI, establishing itself as the industry standard [1] - The CXL market is currently in its early application stage, with expectations for a continuous increase in the adoption of CXL protocol servers [2] Market Projections - According to Yole Group, the global CXL market is projected to reach $15 billion by 2028, with less than 10% of CPUs currently compatible with CXL standards, but all CPUs expected to be compatible by 2027 [2] - The penetration rate of CPUs supporting CXL is currently below 10%, but it is anticipated that by 2027, all CPUs will support the CXL interface [2] Technological Advantages - CXL technology offers several advantages: lower latency (typically 10ns compared to PCIe's 100ns), support for memory consistency, and the ability to define cacheable address space, which PCIe does not support [1] - CXL addresses the "memory wall" issue by separating compute and storage, creating a memory pool that allows for dynamic memory resource allocation [1] Company Developments - Companies such as 澜起科技 (Inspur), IDT, and Rambus have launched CXL products, with high-end server memory modules expected to enter mass production by 2025 [2] - 澜起科技 has released the world's first CXL memory expansion controller chip (MXC), while 佰维存储 (Baiwei Storage) has introduced a CXL memory module [2]