12月12日，泓明集团三十周年庆典在上海东郊宾馆隆重举行。本次庆典以“泓链寰宇，智启新章”为主题，不仅是一场隆重的纪念，更是一次凝聚共识、共创未来的盛会。这份成绩，承载着产业供应链上下游客户的长期信赖与宝贵支持，凝结着每一位泓明人的拼搏与汗水，也离不开众多合作伙伴的协同助力与产业生态建设的持续滋养。

据半导体行业20日消息，三星电子、SK海力士和美光已同时停止自主研发CXL（ComputeExpressLink）控制器，此前它们曾大力投资研发这一下一代半导体技术。美光率先终止了专有控制器研发项目，转而采用PrimeMars的方案；SK海力士近日正式通知主要合作伙伴将停止自研，相关研发人员重新分配至内存内处理（PIM）领域；三星电子仅将自研控制器用于内部研发团队研究，商业化项目已排除在外，对外销售产品则采购无晶圆厂公司的控制器。三家厂商最初计划销售集成自研控制器和DRAM的“集成CXL模块”高价成品，但大型数据中心客户为节省基础设施建设成本，更倾向“分离式”架构——将CXL控制器单独连接到系统主板，插入通用DRAM内存条。此举源于对“自我蚕食”的担忧：强行推广高价一体化产品可能削弱通用DRAM（DIMM）这一核心收入来源的需求。这一市场空白将由Montage、AsteraLabs和PrimeMars等无晶圆厂公司填补。

According to semiconductor industry reports on the 20th, Samsung Electronics, SK Hynix and Micron have all stopped developing their own CXL (Compute Express Link) controllers, despite previously making major investments in this next-generation semiconductor technology. Micron was the first to terminate its proprietary controller development project and has shifted to PrimeMars’ solution. SK Hynix recently formally notified key partners that it would stop in-house development, with relevant R&D personnel reassigned to the processing-in-memory (PIM) field. Samsung Electronics will use its self-developed controllers only for internal R&D, while excluding them from commercial projects. For products sold externally, the company will instead procure controllers from fabless companies. The three manufacturers had originally planned to sell high-priced finished “integrated CXL modules” that combine self-developed controllers with DRAM. However, large data center customers, seeking to reduce infrastructure construction costs, prefer a “disaggregated” architecture: connecting CXL controllers separately to system motherboards while using standard DRAM DIMMs. The shift is driven by concerns over “self-cannibalization.” Forcing the adoption of expensive integrated products could weaken demand for standard DRAM DIMMs, which remain a core revenue source for memory manufacturers. The market gap created by this shift is expected to be filled by fabless companies such as Montage Technology, Astera Labs and PrimeMars.