Montage Technology(SH:688008) 半导体行业观察·2025-09-04 01:24Core Viewpoint - The launch of the CXL 3.1 memory expansion controller (M88MX6852) by Lanqi Technology represents a significant advancement in memory expansion technology, aimed at enhancing bandwidth and reducing latency for next-generation data center servers [1][6]. Group 1: Product Features - The M88MX6852 chip supports CXL.mem and CXL.io protocols, providing high bandwidth and low latency memory expansion solutions [1]. - It utilizes a PCIe 6.2 physical layer interface with a maximum transmission rate of 64 GT/s (x8 lanes) and can be flexibly split into two x4 ports for various applications [4]. - The chip includes a dual-channel DDR5 memory controller supporting speeds up to 8000 MT/s, improving data exchange efficiency between the host CPU and backend SDRAM or DIMM modules [4]. - Integrated dual RISC-V microprocessors enhance system management capabilities, allowing for dynamic resource configuration and real-time event processing [4]. Group 2: Market Demand and Applications - The demand for cloud computing resource pooling is rapidly increasing, making traditional memory architectures a performance bottleneck in terms of bandwidth and scalability [5]. - The compact 25mm x 25mm packaging of the chip is compatible with EDSFF (E3.S) and PCIe add-in card (AIC) formats, making it suitable for various deployment environments, including servers and edge computing [5]. Group 3: Industry Feedback - Stephen Tai, President of Lanqi Technology, emphasized that the new controller marks a breakthrough in CXL technology, significantly enhancing memory expansion performance and energy efficiency [6]. - Jangseok Choi from Samsung Electronics expressed excitement about the collaboration, highlighting the synergy between the new controller's capabilities and Samsung's CXL memory solutions [6]. - Uksong Kang from SK Hynix praised Lanqi's commitment to innovation and the successful delivery of the M88MX6852 sample, indicating its potential impact on next-generation systems [7]. - Raghu Nambiar from AMD noted that the CXL memory expansion and layering technology aligns with their goal of reducing total cost of ownership (TCO) in data centers [9]. - Ronak Singhal from Intel highlighted the growing preference for flexible memory architectures in data centers, viewing the launch as a significant step towards scalable memory architecture [10].