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Samsung signs huge DRAM and HBM contracts: This will almost certainly mean more expensive Samsung phones and tablets next year. Samsung has reportedly signed a ...
gsmarena.com/samsung_signs_huge_dram_and_hbm_contracts-news-75124.php

Micron NAND Revenue Surges 526% on AI Storage Demand - Micron Technology (NASDAQ:MU)
benzinga.com/markets/prediction-markets/26/10/62132684/micron-nand-revenue-ai-storage-demand

SK Hynix: Mehr KI-Speicher und neue Werke bis 2029: SK-Hynix-Chef Kwak Noh-Jung hat am 18. September in Santa Clara Speicher zur Basis der KI-Branche erklärt und ...
pcgameshardware.de/RAM-Hardware-154108/News/SK-Hynix-KI-Speicher-naechste-Generation-HBM4E-HBF-Samsung-1554682/

China’s YMTC Is Just 1 Year Behind The West On NAND, While CXMT Trails By Just 2 Years On DRAM And 3 Years On HBM, According To Korea Semiconductor Industry ...
wccftech.com/chinas-ymtc-is-just-1-year-behind-the-west-on-nand-while-cxmt-trails-by-just-2-years-on-dram-and-3-years-on-hbm-according-to-korea-semiconductor-industry-association/

How AI data centers are making everything more expensive: AI data centers are causing a memory chip shortage, which is making phones, laptops, cameras ...
businessinsider.com/how-ai-data-centers-are-making-everything-more-expensive-2026-8

Morgan Stanley Raises Alarm Bells: DDR4 Prices Will Jump By 50% In Q3, As Memory Makers Starve Legacy DRAM To Feed HBM
wccftech.com/morgan-stanley-raises-alarm-bells-ddr4-prices-will-jump-by-50-in-q3-as-memory-makers-starve-legacy-dram-to-feed-hbm/

SK hynix, In Collaboration With SanDisk, Unveils The New High Bandwidth Flash (HBF) Standard, Helping To Resolve AI Inference Bottlenecks ...
wccftech.com/sk-hynix-sandisk-high-bandwidth-flash-hbf-standard-3tbs/

Samsung reveals next-gen memory with stacked HBM and 400-layer NAND: At the Future of Memory and Storage 2026 conference in Santa Clara, California ...
techspot.com/news/113361-samsung-reveals-next-gen-memory-stacked-hbm-400.html
Samsung's zHBM 3D Memory Concept Forecasts 8X Speed Over HBM5: At FMS 2026, Samsung unveiled its vision for the future of 3D stacked memory and storage.
hothardware.com/news/samsung-zhbm-3d-memory-concept

High Bandwidth Flash: HBF standard with 3 TB/s is established: SK Hynix, together with SanDisk, has published the first HBF standard at the start of FMS 2026 in ...
pcgameshardware.de/SSD-Hardware-255552/News/High-Bandwidth-Flash-HBF-Standard-SK-Hynix-Sandisk-3-TByte-s-1550315/

GPUs could explode to multiple TB with new storage-inspired memory tech: High-bandwidth flash promises SSD-like capacities with HBM-like speeds ...
theregister.com/storage/2026/07/30/gpus-could-explode-to-multiple-tb-with-new-storage-inspired-memory-tech/5281363

High Bandwidth Flash Unlocks Massive Model Storage: High Bandwidth Flash offers efficient storage for model weights
spectrum.ieee.org/high-bandwidth-flash

China Is Coming For SanDisk, But Not Yet For Micron's Moat - Micron Technology (NASDAQ:MU)
benzinga.com/markets/tech/26/07/60695546/micron-sk-hynix-hbm-china-memory-competition-exclusive-interview

The Case for Micron Stock Rising Nearly 90%: Micron stock can keep rising well beyond its recent gains, according to KeyBanc analysts ...
barrons.com/articles/micron-stock-price-jumping-11dc7ec7
Paid articlePaywallHigh Bandwidth Flash Unlocks Massive Model Storage: High Bandwidth Flash offers efficient storage for model weights
spectrum.ieee.org/high-bandwidth-flash

[News] NVIDIA Reportedly Plans GPU-Direct Storage for Vera Rubin, Raising Expectations for HBF Beyond HBM
trendforce.com/news/2026/05/20/news-nvidia-reportedly-plans-gpu-direct-storage-for-vera-rubin-raising-expectations-for-hbf-beyond-hbm/
![[News] NVIDIA Reportedly Plans GPU-Direct Storage for Vera Rubin ...](https://external-preview.redd.it/PAb0S9So6zEB_9yzmpsJYPR8CG_GPvSlW7YzATQ6l3U.jpeg?width=320&crop=smart&auto=webp&s=c7b6644beb8d37210b39c6c157242afd75484cf2)
[News] SK hynix Unveils AI Chip Architecture with HBF, Reportedly Boosts Performance per Watt by Up to 2.69×
trendforce.com/news/2026/02/12/news-sk-hynix-unveils-ai-chip-architecture-with-hbf-reportedly-boosts-performance-per-watt-by-up-to-2-69x/
![[News] SK hynix Unveils AI Chip Architecture with HBF, Reportedly Boosts ...](https://external-preview.redd.it/wlvQ3CIM56h0IyfF-1GtmREZuhI3H5_2CprA95Eabk8.jpeg?width=320&crop=smart&auto=webp&s=929fb3d2acc7634c1981249216e2f5cc779ff812)
‘HBM Father’ Say: “HBF Will Surpass HBM in Memory Demand by 2038”: A forecast has emerged that High Bandwidth Flash Memory (HBF), a next-generation NAND flash ...
businesskorea.co.kr/news/articleView.html

SanDisk and SK hynix join forces to standardize High Bandwidth Flash memory, a NAND-based alternative to HBM for AI GPUs — Move could enable 8-16x higher ...
tomshardware.com/tech-industry/sandisk-and-sk-hynix-join-forces-to-standardize-high-bandwidth-flash-memory-a-nand-based-alternative-to-hbm-for-ai-gpus-move-could-enable-8-16x-higher-capacity-compared-to-dram

Paid articlePaywallRaja Koduri Joins Sandisk’s HBF “High-Bandwidth Flash” Memory Technical Advisory Board…
wccftech.com/raja-koduri-joins-sandisks-hbf-technical-advisory-board-8-16x-capacity-vs-hbm-same-cost/

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