Latest news with #CXL2.0
Yahoo
23-06-2025
- Business
- Yahoo
Astera Labs' AI Infrastructure Demand Accelerates: More Upside Ahead?
Astera Labs ALAB has positioned itself in the field of next-generation AI and cloud infrastructure with a robust start to 2025. The company recently outlined a compelling roadmap powered by technological leadership across interconnect standards, a factor that now stands as its core growth engine. Let us delve deeper. Astera Labs has built a first-mover advantage with a full stack of PCIe Gen 6 solutions, including retimers, smart gearboxes, optical modules and fabric switches, designed to meet the stringent performance and signal integrity demands of modern AI racks. At the same time, its Leo CXL product family addresses the growing need for memory expansion and pooling as data center CPUs adopt CXL 2.0 and 3.0, enabling support for both AI and general-purpose compute workloads. Looking ahead, Astera Labs is poised to further expand its market through emerging standards like UALink and NVLink Fusion. With UALink 1.0 introduced in early 2025, Astera Labs plans to commercialize solutions by 2026, opening the door to a scalable, open interconnect for AI accelerators and unlocking a multibillion-dollar opportunity. In parallel, the company's deepening collaboration with NVIDIA NVDA integrates NVLink Fusion into its Intelligent Connectivity Platform, delivering low-latency, memory-coherent links for GPU clustering, essential for powering the next generation of LLMs and agentic AI models. Marvell Technology- Diversified Scale Meets AI Connectivity: Marvell Technology MRVL is a notable peer in data center interconnects, with strengths in custom ASICs, PAM4 DSPs and 800G optical solutions. While its broader focus spans 5G and enterprise storage, Marvell increasingly competes with Astera Labs in cloud-optimized Ethernet and silicon platforms. However, Astera Labs' tighter integration of hardware and software via the COSMOS suite gives it a unique edge in AI-specific system observability and fleet management, areas where Marvell remains less specialized. Broadcom-Scale Leader With Limited AI Rack Focus: Broadcom AVGO holds strong positions in PCIe switches, SerDes and networking silicon, serving all major hyperscalers. Yet, its offerings are typically component-level and less tailored for AI rack-scale deployments. Unlike Broadcom's broad-market strategy, Astera Labs focuses on delivering interoperable subsystems purpose-built for AI, giving it greater agility in addressing emerging infrastructure needs like UALink, CXL and NVLink-based clustering. Astera Labs has risen 26.2% in the past three months compared with the industry and the sector's 10.2% and 7.5% growth, respectively. The S&P 500 index has improved 3.6% during the said period. Image Source: Zacks Investment Research Astera Labs is presently trading at a forward 12-month price-to-sales of 19.19X, which is below its 1-year median of 19.86X. However, it remains overvalued compared with the industry. Image Source: Zacks Investment Research ALAB currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Marvell Technology, Inc. (MRVL) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Astera Labs, Inc. (ALAB) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
23-04-2025
- Business
- Yahoo
SK hynix Completes Customer Validation of CXL 2.0-based DDR5
Completion of customer qualification of 96GB product to help customers reduce costs when applied to server systems 128GB product of improved performance, equipped with 1bnm 32Gb DDR5, also in customer validation process Company to provide value unmatched by others through "Optimal Innovation" SEOUL, South Korea, April 22, 2025 /PRNewswire/ -- SK hynix Inc. (or "the company", announced today that it has completed customer validation of 96GB CMM(CXL[1] Memory Module)-DDR5, a DRAM solution product based on CXL 2.0. 1 Compute eXpress Link (CXL): A next-generation interface that efficiently connects CPU, GPU, memory, and other components in high-performance computing systems to support massive, ultra-fast computation. Based on PCIe interface, CXL allows fast data transfer and has pooling capability to efficiently utilize memory The company said that it can process 36GB/s due to a 50% increase in capacity when the product is applied to the server systems and a 30% improvement in the bandwidth compared to previous DDR5 modules. This can contribute to drastically reducing the total cost of ownership[2] by customers in building and operating data centers. 2 Total cost of ownership: Total cost of owning a product or service, from purchase to disposal. It also includes costs for deployment, maintenance, operations and upgrades Following the 96GB product validation, the company is proceeding with the validation process for 128GB product with another customer. This product, equipped with 32Gb DDR5 DRAM using the 1bnm process, or the fifth-generation of the 10-nanometer technology, has high performance per watt[3]. The company plans to complete the ongoing 128GB validation as soon as possible to establish a CXL product portfolio to support customers in a timely manner. 3 Performance per watt: Indicator of data capacity per second that can be processed per unit of power SK hynix is making efforts to expand the CXL ecosystem along with the development of CXL DRAM. The company developed HMSDK[4], software optimized for CMM-DDR5 and integrated it on Linux, the world's largest open-source operating system, in September, improving the performance of CXL applied systems. 4 Heterogeneous Memory S/W Development Kit (HMSDK): SK hynix's unique development kit for heterogeneous memory software. It improves performance by expanding bandwidth through efficient crossbar array and rearranging data with appropriate memory device in accordance with data use frequency. "We are developing various solution products to fulfill Optimal Innovation[5] in order to overcome the limitation of high cost and scalability of the existing system," said Uksong Kang, Head of Next Gen PP&E. "We will provide optimized value to customers by dramatically improving the scalability and the flexibility of memory while meeting customers' different needs." 5 Optimal Innovation: One of the product orientations unveiled by SK hynix at the SK AI Summit 2024, meaning product innovation optimized for AI era systems such as CXL and PIM About SK hynix Inc. SK hynix Inc., headquartered in Korea, is the world's top tier semiconductor supplier offering Dynamic Random Access Memory chips ("DRAM") and flash memory chips ("NAND flash") for a wide range of distinguished customers globally. The Company's shares are traded on the Korea Exchange, and the Global Depository shares are listed on the Luxembourg Stock Exchange. Further information about SK hynix is available at View original content: SOURCE SK hynix Inc. Sign in to access your portfolio
Korea Herald
23-04-2025
- Business
- Korea Herald
SK hynix Completes Customer Validation of CXL 2.0-based DDR5
SEOUL, South Korea, April 23, 2025 /PRNewswire/ -- SK hynix Inc. (or "the company", announced today that it has completed customer validation of 96GB CMM(CXL [1] Memory Module)-DDR5, a DRAM solution product based on CXL 2.0. The company said that it can process 36GB/s due to a 50% increase in capacity when the product is applied to the server systems and a 30% improvement in the bandwidth compared to previous DDR5 modules. This can contribute to drastically reducing the total cost of ownership [2] by customers in building and operating data centers. Following the 96GB product validation, the company is proceeding with the validation process for 128GB product with another customer. This product, equipped with 32Gb DDR5 DRAM using the 1bnm process, or the fifth-generation of the 10-nanometer technology, has high performance per watt [3]. The company plans to complete the ongoing 128GB validation as soon as possible to establish a CXL product portfolio to support customers in a timely manner. SK hynix is making efforts to expand the CXL ecosystem along with the development of CXL DRAM. The company developed HMSDK [4], software optimized for CMM-DDR5 and integrated it on Linux, the world's largest open-source operating system, in September, improving the performance of CXL applied systems. "We are developing various solution products to fulfill Optimal Innovation [5] in order to overcome the limitation of high cost and scalability of the existing system," said Uksong Kang, Head of Next Gen PP&E. "We will provide optimized value to customers by dramatically improving the scalability and the flexibility of memory while meeting customers' different needs." About SK hynix Inc. SK hynix Inc., headquartered in Korea, is the world's top tier semiconductor supplier offering Dynamic Random Access Memory chips ("DRAM") and flash memory chips ("NAND flash") for a wide range of distinguished customers globally. The Company's shares are traded on the Korea Exchange, and the Global Depository shares are listed on the Luxembourg Stock Exchange. Further information about SK hynix is available at
