quote: Google has joined the HBF consortium led by SK hynix and Sandisk. You know what that means, right? https://x.com/jukan05/status/2048979088413737219 | NAND related update: NVIDIA still does not appear interested in HBF. Its view is that HBF’s high bandwidth can be sufficiently addressed with eSSDs. There were recent reports that SanDisk had issued POs related to HBF, and the customer SanDisk is believed to be in discussions with is Google. Google currently appears to be the most aggressive player pushing HBF. SK hynix is more proactive on HBF than Samsung. Still, both Samsung and SK hynix are likely to unveil HBF samples and begin customer qualification in the second half of this year. $SNDK

quote: Google has joined the HBF consortium led by SK hynix and Sandisk. You know what that means, right? https://x.com/jukan05/status/2048979088413737219 | NAND related update: NVIDIA still does not appear interested in HBF. Its view is that HBF’s high bandwidth can be sufficiently addressed with eSSDs. There were recent reports that SanDisk had issued POs related to HBF, and the customer SanDisk is believed to be in discussions with is Google. Google currently appears to be the most aggressive player pushing HBF. SK hynix is more proactive on HBF than Samsung. Still, both Samsung and SK hynix are likely to unveil HBF samples and begin customer qualification in the second half of this year. $SNDK

Source:https://x.com/jukan05/status/2084430819242946683