BTC $77,523.23 +0.44%
ETH $2,508.76 -0.45%
BNB $721.61 -0.81%
XRP $1.37 +0.56%
SOL $100.84 -0.75%
TRX $0.3388 -0.16%
DOGE $0.0838 -1.06%
ADA $0.2069 +0.07%
BCH $223.34 -0.75%
LINK $11.35 -1.06%
HYPE $79.94 +1.11%
AAVE $125.73 -1.24%
SUI $0.7151 -1.00%
XLM $0.1812 +0.83%
ZEC $1,109.00 -2.15%
AAPL $328.82 -1.28%
AMZN $254.35 -0.98%
GOOGL $335.93 -1.54%
MSFT $493.32 -0.47%
META $641.04 -1.09%
NVDA $214.89 -1.19%
TSLA $361.04 -1.65%
SNDK $1,568.29 -3.44%
INTC $98.56 -2.80%
SPCX $148.68 -1.02%
MU $940.09 -2.82%
AMD $500.04 -2.67%
BTC $77,523.23 +0.44%
ETH $2,508.76 -0.45%
BNB $721.61 -0.81%
XRP $1.37 +0.56%
SOL $100.84 -0.75%
TRX $0.3388 -0.16%
DOGE $0.0838 -1.06%
ADA $0.2069 +0.07%
BCH $223.34 -0.75%
LINK $11.35 -1.06%
HYPE $79.94 +1.11%
AAVE $125.73 -1.24%
SUI $0.7151 -1.00%
XLM $0.1812 +0.83%
ZEC $1,109.00 -2.15%
AAPL $328.82 -1.28%
AMZN $254.35 -0.98%
GOOGL $335.93 -1.54%
MSFT $493.32 -0.47%
META $641.04 -1.09%
NVDA $214.89 -1.19%
TSLA $361.04 -1.65%
SNDK $1,568.29 -3.44%
INTC $98.56 -2.80%
SPCX $148.68 -1.02%
MU $940.09 -2.82%
AMD $500.04 -2.67%

ainti

All
Article
Flash

first_img SemiAnalysis: HBF non-HBM alternative, cost and heat dissipation still have uncertainties

P Equity Research and SemiAnalysis researcher Nick Doyle and others discussed high bandwidth flash (HBF) in X Space. Nick stated that it is still too early to determine how much the cost premium of HBF relative to HBM can shrink; existing data mostly comes from vendor claims, such as Sandisk stating that the cost per bit is about one-eighth that of HBM. Yields, testing, and other factors will improve with scale, but structural costs such as TSV, stacking, and pSLC mode will always exist, and durability is a key unknown; if wear exceeds expectations, costs will rise.The application scenarios for HBF are narrow, targeting only AI inference, especially low batch and long context MoE models, and it is not a substitute for HBM. The actual bandwidth target is about 1.6 TB/s, which is at the HBM3E level, suitable for sequential reads to load model weights, more aligned with the capacity needs of a small number of GPUs in local or private enterprises, rather than ultra-large-scale bandwidth scenarios. Heat dissipation reliability has not yet been resolved; flash memory will degrade faster at high temperatures next to GPUs, and mitigation measures such as UCIe separation and daily refresh have yet to be validated.In terms of manufacturing, Sandisk/Kioxia has experience with 3D NAND, and SK Hynix complements HBM-style stacking capabilities, but mass production is still to be confirmed. Overall, storage is shifting towards a specialized layered market, with NAND shortages expected to continue until 2028, and HBF may further impact supply and demand.
app_icon
ChainCatcher Building the Web3 world with innovations.