$SNDK v反了！
HBF technology opens up a new battlefield for AI storage, with TAM reaching 1.2 zettabytes by 2030
SanDisk is betting on HBF (high-bandwidth flash) technology to leverage its NAND capacity advantage and break through the “memory wall” bottleneck in AI. The first batch of HBF samples is planned for delivery in the second half of 2026. AI inference devices equipped with HBF are expected to enter the sample stage in early 2027. The flash TAM for enterprise data centers is expected to expand to 1.2 zettabytes by 2030. This is not the end of the storage cycle—it’s the starting point for an AI inference storage boom.
HBF technology opens up a new battlefield for AI storage, with TAM reaching 1.2 zettabytes by 2030
SanDisk is betting on HBF (high-bandwidth flash) technology to leverage its NAND capacity advantage and break through the “memory wall” bottleneck in AI. The first batch of HBF samples is planned for delivery in the second half of 2026. AI inference devices equipped with HBF are expected to enter the sample stage in early 2027. The flash TAM for enterprise data centers is expected to expand to 1.2 zettabytes by 2030. This is not the end of the storage cycle—it’s the starting point for an AI inference storage boom.