Autrefois, on misait sur la puissance de calcul, maintenant on mise sur la bande passante et la capacité de mémoire, avec l’émergence de nouvelles solutions de stockage comme HBF, les accords d’achat à long terme sont signés plus rapidement qu’un mariage.

Mars Finance information May 29 news, according to reports, Sandisk's chief technology officer stated that technological trends such as AI large models, KV caching, and expert hybrid models are making the global AI competition increasingly "memory-centric," with clients signing long-term procurement agreements at unprecedented levels.
Meanwhile, Sandisk disclosed that its new AI memory HBF (stacked flash memory) will be sample-ready by the end of the year, with a complete product equipped with a controller expected to be officially launched next year.
(Overview observation)