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According to TrendForce's latest server-related report, the original goal of CXL (Compute Express Link) was to integrate performance between various xPUs and thereby optimize hardware costs required for AI and HPC, breaking through original hardware limitations. CXL support remains sourced to the CPU and, since the server CPUs that support CXL functionality such as Intel Sapphire Rapids and AMD Genoa only support the CXL 1.1 specification at this time, the product that this specification can realize first is CXL Memory Expander. Therefore, TrendForce believes, among various CXL-related products, CXL Memory Expander will become a precursor product and this product is also the most closely related to DRAM.
In this press release, TrendForce details 10 major trends that are expected to take place across various segments in the tech industry, as follows:
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipulate foreign-owned production centers located in China will also need to apply for approval on a case-by-case basis in order to continue to obtain manufacturing-related equipment. In addition, the new restrictions increase the difficulty for China to obtain any chips that may be used for military purposes through imports.
TrendForce indicates, overall utilization rate of LCD large generational fabs of Gen.5 and above (in terms of wafer starts) slipping to 60% in 4Q22 cannot be ruled out, which would be the lowest level in the past ten years. Sluggish panel demand and the fact that most panel makers have officially turned from profit to loss in 2Q22 are the key factors forcing panel makers to take a more rigorous approach to production control in 2H22.
According to TrendForce's latest panel price report, TV panel pricing is expected to arrest its fall in October after five consecutive quarters of decline and the prices of certain panel sizes may even be poised to move up. The price decline of IT panels, whether notebook panels or LCD monitor panels, has also begun showing signs of easing and overall pricing of large-size panels is developing towards bottoming out.
