澜起科技：未来几年CXL产品在数据中心的渗透率有望快速提升

证券之星06-26

证券之星消息，澜起科技(688008)06月26日在投资者关系平台上答复投资者关心的问题。

投资者提问：公司 CXL 3.1 MXC 芯片已向主要客户送样测试。请问目前 CXL MXC 从 PoC 验证走向实际商用，最大的产业瓶颈主要是 CPU 平台支持、操作系统/虚拟化软件栈、CXL Switch/系统拓扑，还是客户应用场景验证？从公司观察看，CXL 未来优先落地的场景更偏内存扩展，还是内存池化/共享？

澜起科技回复：尊敬的投资者，您好！当前，产业界正积极推进CXL技术的落地与商业化，众多CSP厂商正在积极试用相关产品。未来，随着支持CXL 3.x的服务器CPU平台量产，内存池化方案有望逐步落地；同时，基于目前存储价格高企的背景，很多CSP也在探索使用CXL技术利旧使用（reuse）老代际的DRAM产品。因此，未来几年CXL产品在数据中心的渗透率有望快速提升。但新技术和新产品的具体渗透节奏没有历史规律可循，较难预测，请投资人持续关注行业动态，注意投资风险。感谢您对公司的关注，谢谢！

本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。

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责任编辑：刘浩然

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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