Previously competed on computing power, now compete on memory bandwidth and capacity. With new storage solutions like HBF emerging, signing long-term procurement agreements is more urgent than getting married.

Mars Finance News: On May 29, according to reports, Sandisk’s Chief Technology Officer said that technological trends such as AI large models, KV caching, and hybrid expert models are making the global AI race increasingly “memory-centric,” with customers signing long-term procurement agreements at levels never seen before. Meanwhile, Sandisk disclosed that its new AI memory HBF (stacked flash memory) will be available for sampling by the end of the year, and the complete products equipped with a controller are expected to be officially launched next year. (Wide-angle observation)