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Fast Technology reported on August 19 that according to media reports, Samsung still lags behind SK Hynix in the HBM market, so it is betting on the next-generation storage technology Compute Express Link (CXL), which is expected to start shipping in the second half of 2024.

As an open standard for high-speed computing, CXL can significantly increase the storage capacity of servers by stacking DRAM into modules, theoretically up to 10 times that without using CXL.

Choi Jang-seok, executive director of Samsung's memory division, once described CXL technology: "It's a bit like gluing wide roads together to allow large amounts of data to be transferred back and forth."

Samsung is an industry leader in R&D in the CXL field and was one of the first companies to develop CXL modules in 2021.

In June this year, Samsung announced that it had established a CXL infrastructure certified by major US software company Red Hat, paving the way for practical application research to enter the final stage.

Samsung has a unique advantage in this emerging market as the only memory manufacturer on the board of directors of the CXL Consortium, which consists of 15 major global companies.

Market research firm Yole Group predicts that the global CXL market size will grow from US$14 million in 2023 to US$16 billion in 2028, showing explosive growth.

Currently, Samsung is working to reduce manufacturing costs and establish large-scale production lines to prepare for the commercial use of CXL technology. Other memory manufacturers such as SK Hynix and Micron Technology are also actively developing CXL technology.