Group 1 - The core viewpoint of the article highlights the stagnation of commercialization plans for CXL memory due to insufficient demand, despite technical readiness for mass production [1] - Major manufacturers like Samsung Electronics and SK Hynix are facing ongoing challenges in bringing next-generation memory technologies to market, particularly CXL and PIM [1][2] - The strong demand for High Bandwidth Memory (HBM), driven by NVIDIA's focus on this technology in its accelerator products, has delayed the application of CXL and PIM technologies [2] Group 2 - NVIDIA dominates the AI data center GPU market with an estimated market share of about 92% last year, making it difficult for competitors like AMD and Broadcom to gain market share [2] - Concerns are rising that Chinese companies may achieve commercialization of CXL and PIM technologies first, potentially altering the global competitive landscape [2] - Industry insiders suggest that proactive measures are needed to build an ecosystem conducive to future commercialization opportunities, as the current situation reflects a waiting game among stakeholders [3]