财通证券：CXL协议生态不断完善看好CXL互联芯片环节

智通财经02-09

智通财经APP获悉，财通证券发布研报称，在AI时代，对内存带宽与容量的需求持续增加，存在着内存供给与计算节点需求不匹配、以及内存使用效率较低的痛点。CXL有望通过构建内存池，实现“存算解耦”，渗透率有望不断提升，随着CXL生态不断完善，适配CXL协议的CPU、服务器的出货量有望逐步提升。财通证券主要观点如下：服务器级CPU新增适配CXL协议，生态正不断完善英特尔、AMD均已发布支持CXL 2.0的...

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财通证券：CXL协议生态不断完善 看好CXL互联芯片环节

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财通证券：CXL协议生态不断完善看好CXL互联芯片环节