What Is Sandisk’s HBF (High-Bandwidth Flash)? Should Investors Care About It?

The last couple of years, HBM (high-bandwidth memory) has been all the rage. (See our write-up on HBM here.) HBM was one of the innovations that has helped new AI (like LLMs) get trained in an increasingly efficient manner. AI inference is the next phase of the AI data center build, and new memory architectures […]