Samsung adjusts its strategy and doubles investment in advanced storage technologies such as HBM4 and CXL
According to reports, storage chip manufacturers such as Samsung Electronics are adjusting their strategies and focusing on high-value technologies such as high bandwidth memory HBM4 and CXL (Compute Express Link). This initiative is driven by the increasingly competitive storage market, where Chinese companies are expanding production capacity and adopting aggressive pricing strategies to seize market share.
As artificial intelligence (AI) becomes a key driving force for technological progress, the storage market is undergoing a transformation. The traditional approach of emphasizing the cost efficiency and price competition of DRAM and NAND flash memory has given way to a new model centered on high-performance, high value-added products.
Samsung's strategic focus on high-value technology is to cope with increasing pressure from Chinese competitors. China has invested heavily in the development of storage technology, increased production efforts, and improved pricing strategies, bringing fierce competition to established companies such as Samsung.
To cope with these competitive pressures, Samsung has doubled its investment in advanced storage technologies such as HBM4 and CXL. These innovations provide significant performance enhancements, making them highly suitable for the high demand and high-performance requirements of AI driven applications.
Samsung recently showcased its progress in CXL technology at the OCP (Open Compute Project) Global Summit. The company plans to mass produce 256GB CMM-D that complies with the CXL 2.0 protocol by the end of 2024. CXL is a technology aimed at improving the efficiency and speed of data transfer between CPU, GPU, and memory, and is expected to play a key role in the next generation of AI and computing workloads.