Samsung, SK hynix, and Micron halt self-developed CXL controller projects and shift to outsourcing solutions
According to Odaily, Citrini analyst jukan posted on X that the world’s three largest storage chip manufacturers have halted the in-house development of Compute Express Link (CXL) controllers and have switched to using chips designed by external fabless companies.
Samsung Electronics, SK hynix, and Micron have all scaled back or cancelled plans to commercialize CXL expansion device controllers. Micron was the first to stop in-house controller development and has adopted PrimeMass’s solution; SK hynix has also notified major partners that it is terminating its internal CXL controller development project, reallocating relevant personnel to processing-in-memory (PIM) projects. Samsung Electronics is using its in-house developed CXL controllers only for internal research within its R&D teams, while controllers for external products are reportedly sourced from fabless suppliers. Industry insiders note that Samsung has removed its self-developed controllers from official commercialization projects, retaining them solely for cutting-edge research purposes.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Rare in 25 years! The 10-year U.S. Treasury yield surpasses the S&P 500 earnings yield
The 10-year US Treasury yield has surpassed 5%, making bonds more attractive relative to stocks than at any point in the past 25 years. The earnings yield of stocks, as measured by the inverse of the S&P 500’s price-to-earnings ratio, is now lower than the 10-year US Treasury yield, resulting in a clear yield suppression effect on the stock market from bonds. According to the Shiller model, the S&P 500 may outperform bonds by only about 1% annually over the next decade. The 20-year paradigm of stocks outperforming bonds has officially come to an end.
Iron ore retreats, copper takes the lead: Australian mining stocks find a new growth story
Analysts state that the rapid growth in copper demand driven by power infrastructure and artificial intelligence (AI) provides a new rationale for investors to allocate to the mining sector. Australian mining stocks are expected to continue their upward trend.
The IRS May Be Coming for Crypto ETFs Next: Which Funds Are at Risk?
