Companies in CXL Memory Fabric
7 active companies tracked.
L4
Alphawave Semi
High-speed connectivity IP — SerDes, chiplets, and custom silicon for AI / datacenter interconnect.
L2
Astera Labs
Connectivity silicon for AI infrastructure — PCIe/CXL retimers and smart cable modules for GPU scale-up fabrics.
L4
Marvell Technology, Inc.
Custom compute and connectivity silicon — designs hyperscaler AI ASICs (e.g. AWS Trainium) plus optical DSPs and SerDes.
L3
Micron Technology
HBM third entrant (~20% share). US-strategic supplier; CHIPS Act direct beneficiary. HBM3E 12-Hi stack the current product anchor; HBM4 roadmap announced for 2026.
L3
Rambus
CXL Memory Initiative delivering controller chips for CXL expansion, pooling, and fabric switching
L3
Samsung Electronics
HBM second-source (~30% share). NVIDIA qualification delays on HBM3E remain a tracked watch-point. AMD MI300 / Intel Gaudi confirmed customer mix.
L3
Wolley Inc.
CXL memory expansion controller startup enabling 32–64GB/s bandwidth for AI workstation LLM runtime