“HBM版”NAND，终于来了！

Core Viewpoint - SK Hynix has unveiled its AI product strategy, including the next-generation NAND storage called "HBF" (High Bandwidth Flash), aimed at maximizing performance through vertical stacking of NAND flash technology [1][2]. Group 1: AI Product Strategy - The company introduced the "AIN (AI-NAND) Family" product lineup to meet the rapidly growing demand for NAND storage products capable of efficiently processing massive amounts of data in the AI inference market [1][2]. - The AIN series focuses on optimizing performance, bandwidth, and density to enhance data processing speed and storage capacity [1][2]. Group 2: AIN Product Details - AIN P (Performance) is designed for large-scale AI inference environments, significantly improving processing speed and energy efficiency by minimizing bottlenecks between AI computation and storage. Samples are expected by the end of 2026 [2]. - AIN D (Density) targets low-power, low-cost storage for large data volumes, aiming to increase QLC-based TB-level SSD capacities to PB-level while maintaining SSD speed and HDD cost-effectiveness [2]. - AIN B (Bandwidth) utilizes vertical stacking of NAND to expand bandwidth, representing the company's HBF technology [2]. Group 3: Collaboration and Ecosystem Development - SK Hynix initiated research on AIN B to address memory capacity shortages, focusing on combining high-capacity, low-cost NAND with HBM stacking structures. The company is exploring collaborative deployment of AIN B with HBM for various applications [3]. - To promote the AIN B ecosystem, SK Hynix signed a memorandum of understanding with SanDisk in August and hosted the "HBF Night" event during the OCP summit, inviting representatives from major global tech companies [3]. Group 4: Future Outlook - The president of SK Hynix emphasized the company's commitment to becoming a core player in the AI memory market by continuing to collaborate with customers and partners in the next-generation NAND storage sector [4]. - SK Hynix is advancing its HBM production capabilities with the M15X factory, which is set to focus on mass production of next-generation HBM products, ensuring no supply shortages by the end of next year [5].