Group 1 - SK Hynix announced the launch of the "HBF Specification Standardization Alliance" in collaboration with SanDisk, introducing a global standardization strategy for the next-generation storage solution HBF (High Bandwidth Flash) aimed at the AI inference era [1] - HBF technology is designed to fill the storage tier gap between HBM and SSD, providing an innovative storage solution that meets the dual demands of capacity scalability and energy efficiency for AI inference scenarios [1] - The HBF technology is expected to be integrated into products from NVIDIA, AMD, and Google by 2027-2028, with the market size projected to surpass HBM by 2038 [1] Group 2 - The standardization of HBF technology marks a new phase in AI storage architecture, and companies that can offer a full-stack storage solution combining both HBM and HBF will gain strategic advantages as AI inference demand surges [1] - Related A-share concept stocks mentioned include Saiteng Co., Ltd. and Yake Technology [1]
下一代存储器全球标准化进程启动 ，AI存储架构进入新阶段
Xuan Gu Bao·2026-02-26 15:10