A smaller company, SK hynix, was able to take a leading position in the global HBM memory market, but Samsung Electronics hopes to compensate for this due to its likely leadership in the segment of CXL RAM, which will begin to be used in server systems in the coming years. Samsung is ready to begin delivering its solutions in this area in the current half of the year.
Image Source: Samsung Electronics
As Nikkei Asian Review explains, the CXL standard is open and has been promoted since 2019, and Samsung Electronics is the only memory manufacturer included in the specialized consortium. This allows the company to count on leadership in promoting memory modules with the CXL interface to the market. Samsung demonstrated the first memory module of this type back in 2021, and in June announced the creation of an experimental infrastructure for testing this memory, certified by software developer Red Hat.
According to Samsung representatives, the memory market with the CXL interface will begin to develop between 2027 and 2028. Yole Group analysts believe that by that time the capacity of this segment will grow from last year’s $14 million to $16 billion. Now companies interested in promoting the CXL standard are working to reduce production costs and create infrastructure for mass production of the corresponding memory modules. Formally, the introduction of CXL will increase the amount of RAM supported by one server system by ten times. In many cases, this will allow you to scale the performance of server systems without physically increasing the number of installed racks. Samsung is determined to compete for leadership in the CXL memory market, but SK hynix and Micron Technology are also pursuing the standard. CXL and HBM will play complementary roles in the development of server systems.