BTC $81,560.63 +1.36%
ETH $2,362.87 +1.42%
BNB $751.40 +0.38%
XRP $1.31 -0.34%
SOL $102.29 +1.31%
TRX $0.3309 -0.03%
DOGE $0.0801 +1.13%
ADA $0.2051 +1.03%
BCH $283.97 -3.19%
LINK $11.92 +3.07%
HYPE $93.54 +17.12%
AAVE $136.71 +2.92%
SUI $0.9498 +2.65%
XLM $0.1722 +0.93%
ZEC $1,342.66 +5.33%
AAPL $349.64 +1.12%
AMZN $248.93 -1.41%
GOOGL $288.41 -11.00%
MSFT $523.71 -0.78%
META $629.65 +2.52%
NVDA $214.16 -1.71%
TSLA $406.97 +1.19%
SNDK $1,368.46 -1.02%
INTC $93.25 -0.90%
SPCX $144.79 -0.26%
MU $949.77 -2.38%
AMD $573.91 +1.19%
BTC $81,560.63 +1.36%
ETH $2,362.87 +1.42%
BNB $751.40 +0.38%
XRP $1.31 -0.34%
SOL $102.29 +1.31%
TRX $0.3309 -0.03%
DOGE $0.0801 +1.13%
ADA $0.2051 +1.03%
BCH $283.97 -3.19%
LINK $11.92 +3.07%
HYPE $93.54 +17.12%
AAVE $136.71 +2.92%
SUI $0.9498 +2.65%
XLM $0.1722 +0.93%
ZEC $1,342.66 +5.33%
AAPL $349.64 +1.12%
AMZN $248.93 -1.41%
GOOGL $288.41 -11.00%
MSFT $523.71 -0.78%
META $629.65 +2.52%
NVDA $214.16 -1.71%
TSLA $406.97 +1.19%
SNDK $1,368.46 -1.02%
INTC $93.25 -0.90%
SPCX $144.79 -0.26%
MU $949.77 -2.38%
AMD $573.91 +1.19%

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.