Group 1 - Changxin Storage, a major Chinese DRAM manufacturer, has begun developing CXL (Compute Express Link) DRAM modules [1] - CXL technology is an open standard designed for high-performance data center computers, focusing on DRAM connectivity [1] - Yole Group projects that the global CXL market will reach $15 billion by 2028, with DRAM accounting for $12 billion (80% of total CXL market revenue) [1] Group 2 - Zheshang Securities indicates that CXL memory expansion is particularly valuable in scenarios requiring high DRAM capacity or limited DIMM channels [1] - The deployment and application of CXL are expected to expand rapidly starting in 2026 as memory pool applications become more common in servers [1] Group 3 - Derun Electronics has stated that it possesses CXL-related technology reserves, with CPU sockets being a core product in its high-speed connector segment [2] - Baiwei Storage has launched a CXL DRAM memory expansion module that supports the CXL 2.0 specification [3]