New HBF spec outlines tech that can give GPUs terabytes of extra memory

SanDisk and SK Hynix have jointly introduced the High Bandwidth Flash (HBF) specification, a new storage technology combining the non-volatility of 3D NAND with the performance of High Bandwidth Memor... Read original →

The introduction of HBF marks a critical shift toward blurred boundaries between storage and computing. By merging the non-volatility of 3D NAND with HBM’s bandwidth, it addresses performance constraints in AI inference, directly challenging NVIDIA and AMD’s current memory strategies. Supply chain dynamics are set to intensify, especially as Intel and Micron respond to SanDisk and SK Hynix’s leadership in UCIe-based integration. Early adoption by Google and Tenstorrent signals potential for HBF to redefine AI chip architecture, though its latency issues and limited market traction suggest it will remain niche in the short term. Without significant technological breakthroughs or ecosystem support, HBF is unlikely to disrupt HBM dominance in the next 12 months.