High Bandwidth Flash: Bridging the Gap Between Expensive HBM & Flash Memory
At the recent FMS 2026, SK hynix and SanDisk announced the first open technical specification for High Bandwidth Flash (HBF), formalizing a new memory category that sits between high-bandwidth memory (HBM) and solid-state drives.
FMS 2026: AI Moving Boundaries Between Memory & Storage
The recent FMS 2026 conference in Santa Clara, once organized around flash storage, now functions as an AI memory-and-data-infrastructure conference, confirming a shift that has been building over several product cycles. It’s no wonder the event changed its name from “Flash Memory Summit” to “Future of Memory and Storage.”
Call Notes: Memory & NAND Market Update (Dec 2025)
Just before the Holiday break, I participated in an advisory session on the current state of the memory and NAND market, which is experiencing a marked upturn driven by constrained supply of legacy DRAM products and surging demand from higher-margin products like HBM and DDR5.
Here I’m sharing some of the notes I used for that discussion.