NuAxiSemiconductor trade intelligence
SK hynix and Sandisk Begin Global Standardization of Next-Generation Memory ‘HBF’
What happened
SK hynix and Sandisk announced a joint workstream under the OCP to standardize HBF (High Bandwidth Flash), a new memory layer positioned between HBM and SSD for AI inference infrastructure. The initiative aims to address scalability and power efficiency gaps in existing memory architectures, with commercial demand forecasted around 2030. Neutral: This is a long-term R&D and standardization effort with no immediate impact on component supply, pricing, or trading decisions.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
SK hynix Inc.Sandisk Corporation
standardizationAI-inferenceR&D
Source and time
Source: SK Hynix Newsroom · 2/25/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders