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[News] SK hynix & Sandisk Kick Off Global Standardization of HBF, Market Set to Surge by 2030

What happened

SK hynix and Sandisk launched a consortium to standardize HBF (High Bandwidth Flash) memory, targeting AI inference systems with samples expected in H2 2026. The technology aims to bridge the performance-capacity gap between HBM and SSDs, with industry projections pointing to accelerated demand around 2030. 利多: Long-term foundational development for AI memory architecture; no immediate supply, demand, or price impact for existing components.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

HBFHBMNAND Flash
SK hynixSandisk
standardizationroadmapAI-inference

Source and time

Source: TrendForce · 2/25/2026 · View original source

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