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[News] “Father of HBM” Predicts Memory-Centric AI Shift as HBF Emerges, Reshaping GPUs’ Role
What happened
The 'Father of HBM' predicts a shift from GPU-centric to memory-centric AI architectures, highlighting HBF as a post-HBM technology. SK hynix and Samsung are positioning for this future, with HBF engineering samples expected around 2027. Neutral: This is a long-term R&D roadmap with no immediate trading impact on current component supply or pricing.
Impact and signal
Low impactImpact score: 8/100
Affected components and suppliers
Source and time
Source: TrendForce · 3/31/2026 · View original source
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