Wall St Engine(@wallstengine):HBF TIME! SanDisk $SNDK says its HBF architecture can deliver HBM-like read bandwidth with 8–16x more capacity, targeting increasingly memory-heavy AI inference workloads. The company sees HBF being deployed several ways: replacing some HBM stacks, sitting alongside HBM as higher-capacity read-optimized memory, or using HBM as a cache while HBF stores model weights and KV cache. SanDisk also sees HBF being used specifically on the decode side for weights and KV cache.

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Wall St Engine@wallstengine

2026.08.13 15:22

HBF TIME! SanDisk $SNDK says its HBF architecture can deliver HBM-like read bandwidth with 8–16x more capacity, targeting increasingly memory-heavy AI inference workloads. The company sees HBF being deployed several ways: replacing some HBM stacks, sitting alongside HBM as higher-capacity read-optimized memory, or using HBM as a cache while HBF stores model weights and KV cache. SanDisk also sees HBF being used specifically on the decode side for weights and KV cache.