Market and Technology Trends

Memory-Processor Interface 2023 - Focus on CXL

By Yole Intelligence

CXL might just be the key to turn today's server memory challenges into a $15 billion opportunity by 2028.


Discover this video product here

Key Features 

  • Overview of the semiconductor memory market.
  • Analysis of key trends in datacenter driving CXL demand.
  • Introduction to CXL with focus on memory use cases and typical server configurations.
  • 2022-2028 forecast for CPUs, memory expanders, memory expander controllers and CXL switches (Munits, revenue, wafers…)
  • Technology trends for the systems abovementioned and key technical challenges to succeed their market penetration.
  • Supply chain and players mapping for the CXL ecosystem for memory expanders, expander controllers and CXL switches.

Product objectives

Yole is pleased to provide you with the brand-new memory report “Memory-Processor Interface 2023: focus on CXL”, offering a detailed technology and market analysis of the new Compute Express Link (CXL) interface, focusing on memory devices and the related chipset.

The main objectives of this report are as follows:

Deliver an in-depth analysis of memory technology expected to leverage the CXL interface and their markets:

  • Analysis of the memory bottlenecks and challenges in the datacenter space and the performance improvements CXL would bring in to address such issues.
  • Detailed overview of the CXL interface with a focus on the memory expansion and pooling use cases.
  • Overview of CPUs, memory and storage technologies with potential to leverage the CXL interface.

Present the CXL memory controllers and the CXL switches:

  • Technology overview of the CXL memory expander controllers and the CXL switches, necessary to enable memory expansion and pooling.

Offer 2022-2028 market forecasts for CXL memory and CXL compatible ICs:

  • CXL memory market with focus on DRAM for CXL shipments as well as the form factors associated to the interface (Add-In Cards and CXL drives) in unit shipments, average capacities, revenue and average selling prices (ASP)
  • Unit shipments, revenue, ASPs and equivalent 12” wafers production volumes for CXL memory controllers and CXL switches.

Describe the CXL ecosystem and players’ dynamics for memory technology:

  • Description of the players, the applications and the use cases driving CXL demand.
  • Mapping and analysis of the players offering CXL memory expanders, expander controllers, and CXL switches, as well as the supply chain associated to each of them.

Do you have an account?

Sign in to your account to access your services