High Bandwidth Flash

Headlines · 3

1. 2d
   SanDisk Posts AI-Driven Q1 Beat and Advances HBF Manufacturing

   SanDisk reported fiscal 2027 Q1 revenue of $11.03 billion, up 378% year over year and 23% quarter over quarter, while non-GAAP gross margin reached 85.1% and non-GAAP diluted EPS was $49.51. Management attributed roughly 60% of revenue growth to volume and 40% to pricing, then forecast Q2 revenue of $12.2 billion to $12.6 billion. The company also said its first High Bandwidth Flash die had completed tapeout and entered manufacturing, with initial samples planned for the next calendar year.

   IT之家 AI · 🔥 3
2. 4d
   SK Hynix Posts Record Q3 Results and Warns of Memory Shortages Through 2030

   SK Hynix reported Q3 2026 revenue of 104.6155 trillion won, operating profit of 83.3338 trillion won and net profit of 39.7756 trillion won, with revenue and operating profit reaching quarterly records. The company said AI memory demand was driving growth, while 14 long-term agreements with major customers cover more than 50% of its 2027-2028 capacity. SK Hynix also forecast that memory shortages could persist through 2030 and expects HBM4 shipments and revenue to surpass HBM3E in Q4, though these remain company projections.

   DoNews · 🔥 0
3. Oct 13
   SK hynix unveils H-TPU architecture for SSD controllers

   SK hynix introduced H-TPU, a programmable processor architecture that divides SSD controller functions into small, task-specific units while leaving management tasks to an Arm CPU. The company says each H-TPU uses about 2.5% of the power and 4% of the area of a conventional CPU core, but supplied reports provide no independent measurements or identify the baseline CPU. SK hynix plans to apply the architecture across NAND products, including future enterprise SSD controllers, Storage Next and High Bandwidth Flash systems, without announcing a commercial product date.

   IT之家 AI · 🔥 0

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