HBM Alone Is Not Enough… SK Hynix Reshapes 'Inference Memory' with HBF and AI NAND
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SanDisk Takes 'Finance Bros' For A Ride: Cherry-Picks BF16 Quantization And Outdated HBM Specs, While Completely Glossing Over HBF's Write Endurance Issues
SanDisk held an Investor Day presentation earlier this week. Ordinarily, that would be considered par for the course. However, then some of the presentation slides - laden with supposed inaccuracies and key omissions - started doing the rounds on the social media, leading to a backlash from the tech-savvy community. SanDisk fixes HBM capacity per GPU at 192GB, replete with a chronically understated bandwidth of 12.8 TB/s, and omits any pointers …
First HBF Standard Specification and 375-Layer 4D NAND Unveiled at FMS 2026… Fruition of Western Digital Collaboration UCIe-Based High-Capacity HBF & CXL Hierarchical Architecture… Breaking Through AI Inference Bottlenecks [Digital Daily Reporter Bae Tae-yong] As Artificial Intelligence (AI) transitions beyond the training phase of mega-AI models to an era of inference that provides actual data processing and services, the landscape of the mem…
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