金色财经
金色财经|Jul 20, 2026 12:28
[Samsung, SK Hynix, and Micron Simultaneously Abandon CXL Controller Development] According to a report by Jinse Finance on July 20, citing South Korean tech media ZDNet Korea, Samsung Electronics, SK Hynix, and Micron Technology have all scaled back or abandoned their commercialization plans for CXL expansion device controllers. Specialized chip design companies such as Montage Technology, Astera Labs, and PrimeMass are stepping in to fill this gap. This shift signifies a restructuring of the division of labor within the CXL ecosystem, with memory manufacturers focusing on the production process while design leadership shifts to independent chip design companies. For the capital market, this development not only benefits related chip design firms but also indicates that in the short term, the three major memory manufacturers will not engage in new competition around comprehensive CXL solutions. Their core profit models will continue to revolve around traditional DIMM memory products.
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