Sandisk is conspiring to tear down the HBM empire; Something that could hit Samsung and Sk Hynix very hard, very soon



  • Sandisk presents high bandwidth flash (HBF), an alternative based on Nand to HBM
  • HBF coincides with the HBM bandwidth, which offers 8–16x capacity at a lower cost
  • Sandisk plans to establish a technical advisory board of experts in the industry

It certainly seems to separate from Western Digital has lit a low Sandisk heat. On his recent investors day, the Flash memory specialist looks at the wrapping of super great SSD, with the promise that the greatest come, and announced a new cheaper dram alternative called Matrix of 3D memory.

In the same event, Sandisk also announced its concept of high bandwidth (HBF) that points to HBM by increasing it with Nand Flash to satisfy the inference workloads of AI. Sandisk's key objectives with HBF seems to coincide with the HBM bandwidth, while providing 8-16 times the capacity at a similar cost.

According to a slide that Sandisk shared, HBF combines BICS technology with the union of CBA wafers, allowing an efficient stacking of high density. The company has developed a patented stacking technology that, according to reports, offers a deformation of ultra -low Die, which makes it possible to achieve an stack of 16 died without important structural problems.

(Image credit: Sandisk)

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