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SK Hynix and Sandisk collaborate on standardizing HBF

What happened

SK Hynix and Western Digital's SanDisk are forming a consortium under the Open Compute Project to standardize High-Bandwidth Flash (HBF), a stacked NAND technology. The initiative aims to combine SSD-like capacity with HBM-like performance for future AI inference workloads, with commercialization targeted around 2030. Neutral: This is a long-term R&D effort with no immediate impact on current supply, demand, or pricing of memory components.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

HBFNAND FlashHBM
standardizationrdfuture-tech

Source and time

Source: The Elec · 2/26/2026 · View original source

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