[Special Stock] Neosem, Samsung·SK 'Next HBM' CXL Mass Production Imminent... Inspection Equipment Commercialization Highlighted↑

Neosem is showing strong performance. This is interpreted as being influenced by the news that Samsung Electronics and SK Hynix are starting mass production of Compute Express Link (CXL) memory, considered the 'Next HBM.'

As of 10:49 AM on the 14th, Neosem is trading at 11,840 KRW, up 18.13% compared to the previous day.

According to the industry, SK Hynix will begin mass production of CMM-DDR5 from the end of the first quarter this year. CMM-DDR5 is a CXL-based DRAM made by SK Hynix. It is SK Hynix's main CXL memory and a basic product equipped with DDR5.

Samsung Electronics has also completed preparations for mass production of CXL memory. On the 10th, the National Radio Research Agency completed conformity registration after conducting a conformity evaluation of Samsung Electronics' application for CXL-based DRAM CMM-D.

CXL is an interface for semiconductors such as central processing units (CPU) and graphics processing units (GPU). It is a type of communication language, but currently, each chip has different interfaces. Integrating these interfaces into CXL can have the effect of expanding memory capacity.

Meanwhile, Neosem is known to have commercialized the world's first CXL MEMORY 1.0 and 2.0 inspection equipment and started delivering CXL memory 2.0 version inspection equipment to Samsung Electronics last year. This year, it is expected that sales from CXL will begin in earnest with the completion of development of CXL memory 3.1 inspection equipment.