zubee
02-24

I do not get mad because of market fluctuation, but I feel bad when $SanDisk Corp.(SNDK)$  is a jumper while $Micron Technology(MU)$  is just like a laggard.

HBM Alliance: Are SNDK and SK Hynix Better Bets Than Nvidia?
SK Hynix and SanDisk officially launched a global standardization push for HBF (High Bandwidth Flash). The alliance, announced in California, aims to make HBF an industry-wide standard under the OCP framework, with a dedicated workstream to accelerate adoption. If HBM reshaped AI training, HBF could become the flash-layer upgrade for inference workloads—addressing bandwidth and latency bottlenecks. SanDisk shares extended gains in after-hours trading. Is HBF the next structural driver for NAND demand? Are you on the memory board? Is memory the new "Nvidia" in 2026?
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