03/01/2025, 01:57 AM UTC
NAND，也要迎来HBM时刻？NAND: Embracing the HBM Moment?
➀ 纳AND制造商在AI热潮中常被忽视，尽管他们在存储中扮演着角色。
➁ AI计算对DRAM（特别是HBM）的需求远大于NAND，NAND主要用于二级存储。
➂ NAND市场经历了起伏，AI服务器推动企业级SSD需求激增，而消费需求下降。
➃ SanDisk的HBF技术为NAND提供了潜在的新方向，为AI推理应用提供高带宽和容量。
➄ NAND制造商正在探索其他途径，如增加存储密度和优化产能，以适应AI市场。
➀ NAND manufacturers are often overlooked in the AI boom despite their role in storage.
➁ The demand for DRAM, especially HBM, in AI computing far outstrips that for NAND, which is primarily used for secondary storage.
➂ The NAND market has experienced ups and downs, with a surge in demand for enterprise SSDs driven by AI servers and a decline in consumer demand.
➃ SanDisk's HBF technology offers a potential new direction for NAND, providing high bandwidth and capacity for AI inference applications.
➄ NAND manufacturers are exploring other avenues, such as increasing storage density and optimizing production capacity, to adapt to the AI market.
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