AI Memory Bottleneck: HBF & AI SSD Reshape NAND Flash Value

Last Modified

2025-09-03

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Aperiodically

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AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining its value and role.

Key Highlights

AI computing faces severe memory bottlenecks; HBM, while high-bandwidth, is limited by capacity and cost.
NAND Flash is transforming from passive storage to a core component in AI infrastructure.
HBF: Provides high-bandwidth near-memory, effectively augmenting HBM capacity for "warm data."
AI SSD: Integrates AI compute units for "near-data processing," offloading GPU preprocessing tasks.
HBF and AI SSD are complementary, jointly optimizing AI systems and redefining NAND Flash's industry value and market opportunities.

A Paradigm Shift in the Wake of the AI Wave—HBF and AI SSD Add New Value to NAND Flash Memory
Beyond HBM—Two Key Paths for NAND Flash in Reshaping AI Infrastructure
- Comparison between HBM, HBF, and AI SSD
Strategic Impact of AI Ecosystem and Analysis on Industry
Summary and Outlook

Comparison between HBM, HBF, and AI SSD