If HBM (High Bandwidth Memory) was essential for the AI training phase, HBF (High Bandwidth Flash) is now being discussed as a new alternative with the full-scale opening of the inference market.
Hit nail on head here :) believe that’s what’s coming down the pipe should be a boom for sndk as well as micron and one other company I’m not gonna say :)
Thanks for writing this, it realy clarifies a lot; I'm curious about the full implications of HBF for the optical interconnect ecosystem beyond simple speed gains.
Hit nail on head here :) believe that’s what’s coming down the pipe should be a boom for sndk as well as micron and one other company I’m not gonna say :)
oh I am interested in that other company.
Would that company possibly be RMBS?
Thanks for writing this, it realy clarifies a lot; I'm curious about the full implications of HBF for the optical interconnect ecosystem beyond simple speed gains.
I like the writeup but you skipped major optics players and included POET that is highly speculative and irrelevant at this point in time
I am digging into POET. Thank you for your comments though
I can tell or it wouldn’t be on that list lol. Keep going tho
Great read, thanks
thank you JP!
I like to think that new memory technologies will emerge from this crisis. As a writer, I want to believe they will; as a consumer, I am worried.