bubble boi
I just talked to the big boss @ Sandisk, about HBF and this is what I can share: They were very ...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Discussions with Sandisk regarding HBF reveal an expected five-year product life with a warranty, though endurance metrics remain vague due to varied use cases including HBM. Sandisk is targeting a price range comparable to HBM, which may limit demand since bandwidth does not match HBM4. Overall, the author considers it too early for heavy investment, noting design improvements and roadmap changes are still under review.

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By bubbleboi

head of risk @thru_xyz.