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SK hynix Unveils First HBF Standard Specifications with Sandisk, Presenting AI Memory Solutions at 'FMS 2026'

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SK hynix (SKHY), in collaboration with Sandisk, unveiled the first standard specifications for High Bandwidth Flash (HBF)/b) at FMS 2026 in Santa Clara. HBF is positioned as a new memory tier between HBM and SSDs, targeting AI-era bandwidth and capacity bottlenecks.The open standard, disclosed via the Open Compute Project, supports up to 512GB per device (8‑high and 16‑high NAND stacks) with three bandwidth grades from about 0.4TB/s to 3.0TB/s, and uses the UCIe chiplet interconnect to link to CPUs and GPUs. SK hynix also showcased a tenth‑generation 375‑layer 4D NAND delivering 2.5x better performance per watt than the prior generation and plans mass production of eSSDs based on this NAND early next year.

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News Explained

SK hynix and Sandisk have disclosed HBF through the Open Compute Project as an open industry standard rather than a proprietary specification; the 375-layer NAND products remain under development, with mass production planned for early next year.

Market Context

The prior AI-tagged event recorded a 0% 24-hour reaction, so the platform record offers limited dire...
Analysis

The prior AI-tagged event recorded a 0% 24-hour reaction, so the platform record offers limited directional precedent. HBF’s open specifications merit attention alongside the execution risk reflected by planned, rather than completed, mass production.

Key Figures

HBF capacity: up to 512GB NAND stack configurations: 8-high and 16-high HBF bandwidth: approximately 0.4TB/s to 3.0TB/s +5 more
8 metrics
HBF capacity up to 512GB HBF standard specifications
NAND stack configurations 8-high and 16-high HBF capacity configurations
HBF bandwidth approximately 0.4TB/s to 3.0TB/s three performance grades
Power efficiency improvement 2.5 times V10 375-layer 4D NAND versus previous generation
NAND layer count 375 layers tenth-generation V10 4D NAND
NAND generation V10 tenth-generation 4D NAND
Consortium milestone six months after HBF consortium launch
FMS 2026 dates August 4 to 6 Santa Clara Convention Center event

Previous AI Reports

1 past event · Latest: Aug 12 (Positive)
Same Type Pattern 1 events
Date Event Sentiment 24h Move Catalyst
Aug 12 AI solution release Positive +0.0% AI metrology upgrade cited improved process variability and yield rates

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

The single tag-specific AI event recorded a 0% 24-hour reaction, providing no directional pattern.

Key Terms

ucie, 4d nand
2 terms
ucie technical
"HBF technology adopts UCIe1, an industry standard connection interface"
UCIe (Universal Chiplet Interconnect Express) is an industry standard for connecting small processor or memory building blocks, called chiplets, inside a single package so they work together like parts of a single chip. For investors, it matters because it can lower manufacturing costs, speed product development, and enable more flexible, high-performance semiconductors—similar to using interchangeable Lego pieces instead of carving one large block—potentially affecting makers’ competitiveness and profit margins.
4d nand technical
"tenth-generation (V10) 375-layer 4D NAND wafer and products"
A type of NAND flash memory that stacks memory cells and often moves supporting circuitry into vertical layers to pack more storage into the same chip footprint. Think of it like stacking floors in a parking garage and tucking the ramps under the building to fit many more cars in the same land area. For investors, this matters because higher-density, more efficient NAND can lower manufacturing cost per gigabyte, change performance and power characteristics, and affect competitive position and product pricing in the storage market.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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-  First HBF standard showcased within six months of consortium launch, expanding the ecosystem with participation from Google, Tenstorrent
Keynote by SK hynix Executive Vice President Kim Chun-sung and Vice President Kang Uk-song on opening day, offering solutions for next-generation AI infrastructure based on 'Tiered Memory'
Panel discussion with Google DeepMindSandisk on 'Breaking the Memory Wall with HBF'
Tenth-generation (V10) 375-layer 4D NAND unveiled for the first time at exhibition booth, offering a 2.5 times increase in power efficiency
"Expanding the boundaries of memory and storage through HBF technology… contributing to new architectures that boost system efficiency"

SEOUL, South Korea, Aug. 3, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today (GMT+9) in collaboration with Sandisk that it has unveiled the first standard specifications for High Bandwidth Flash (HBF), a next-generation storage technology.

The announcement coincides with the opening of 'FMS (Future of Memory and Storage) 2026,' held at the Santa Clara Convention Center in California from August 4 to 6 (local time). The company is set to present HBF as a key technology to overcome memory bottlenecks in the AI era through keynote speeches and panel discussions during the event.

HBF technology is a new memory layer between HBM and SSDs. It enables high-speed data transfer similar to HBM while significantly expanding capacity by leveraging NAND technology. With the expansion of AI inference driving a surge in data volumes to process, HBF is gaining attention as a technology that simultaneously resolves bandwidth and capacity scalability challenges.

This milestone comes about six months after launching the consortium in February this year, following the initial standardization partnership with Sandisk in August 2025. Capacity specifications cover up to 512GB based on two stack configurations (8-high and 16-high NAND dies). Bandwidth is categorized into three grades (Grade1~3), delivering scalable performance from approximately 0.4TB/s to 3.0TB/s.

A key highlight is the interconnect linking HBF technology and processors. HBF technology adopts UCIe1, an industry standard connection interface, laying the groundwork to flexibly integrate HBF technology across different processor types, including GPUs and CPUs.

1 UCIe (Universal Chiplet Interconnect Express): An open standard interface specification designed for high-speed interconnection of heterogeneous semiconductor chiplets.

The standard also outlines connection interfaces and electrical characteristics, reliability and packaging guidelines for HBF die stack process, software I/O guidelines.

The specification was disclosed through the Open Compute Project (OCP), world's largest open data center technology initiative, positioning it as an open standard for the entire industry rather than a proprietary technology.

SK hynix plans to leverage this release to expand the adoption of HBF technology in the AI storage market and foster the surrounding ecosystem. With Google and Tenstorrent currently participating in the HBF consortium, the consortium aims to expand its reach while enhancing technical maturity and market acceptance based on open collaboration.

On the opening day of FMS 2026 (August 4, local time), SK hynix Executive Vice President Kim Chun-sung (Head of Solution Development) and Vice President Kang Uk-song (Head of Next Generation Product Planning) will deliver a joint keynote address, titled 'Orchestrating Efficient AI Infrastructure through Tiered Memory in the Era of Agentic AI.'

As Agentic AI2 rapidly commercializes, the volume of data to process is surging alongside growing demands for higher speed and efficiency. Recognizing that a single memory type cannot address these complex challenges, both speakers will present the necessity and future direction of a next-generation architecture based on 'Tiered Memory', a framework that connects and optimizes diverse memory types into a unified system.

2 Agentic AI: Advanced Agent AI systems capable of autonomously setting goals, formulating plans, and executing tasks without human intervention.

On August 6, SK hynix Vice President Lim Eui-cheol (Head of Solution AT), Sandisk Vice President Rajeev Nagabhirava and Google DeepMind Senior Staff Engineer Xiaoyu Ma will join a panel discussion titled 'Breaking the Memory Wall with High Bandwidth Flash.' Bringing together key leaders across memory, storage and AI, the session will examine fundamental shifts in memory architecture across AI infrastructure and highlight the potential and role of HBF as a transformative solution.

Furthermore, SK hynix will host an exhibition booth throughout FMS 2026, featuring a Partnership Zone, a Next-Generation Tech Zone and Tech Sessions.

Notably, the company will publicly reveal for the first time its tenth-generation (V10) 375-layer 4D NAND wafer and products, which are currently under development. The 375-layer 4D NAND improves performance per watt by 2.5 times compared to the previous generation, making it optimized for AI infrastructure environments like data centers that demand high power efficiency and performance. The company plans to initiate mass production of high-performance, high capacity eSSDs based on the 375-layer 4D NAND early next year to reinforce its leadership in the AI NAND market.

SK hynix will also display a versatile product lineup spanning mobile, PC, automotive and robotics, showcasing the company's competitive edge in memory technology and its collaborative achievements with customers in the AI era.

"With the rapid spread of AI applications, we are at a point where overall data processing structures must be redesigned," said SK hynix Executive Vice President and Head of Solution Development Kim Chun-sung, adding, "Through HBF, SK hynix will expand the boundaries between memory and storage and contribute to building new architectures that enhance overall system efficiency."

About SK hynix Inc.

SK hynix Inc., headquartered in Korea, is the world's top-tier semiconductor supplier offering Dynamic Random Access Memory chips ("DRAM") and flash memory chips ("NAND flash") for a wide range of distinguished customers globally. The Company's common shares are traded on the Korea Exchange, its American Depositary Shares are traded on NASDAQ, and its Global Depository Shares are listed on the Luxembourg Stock Exchange. Further information about SK hynix is available at www.skhynix.com, news.skhynix.com.

Forward-Looking Statements

This press release may contain forward-looking statements, which involve risks and uncertainties. These statements are generally identified words such as "may," "will," "intend," "should," "believe," "expect," "anticipate," "project," "estimate" and similar expressions, or the negative of such expressions. Forward-looking statements are not guarantees of future performance and are subject to inherent risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. SK hynix undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.

This press release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction. No part of this press release should form the basis of, or be relied upon in connection with, any contract, commitment, or investment decision.

 

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SOURCE SK hynix Inc.

FAQ

What HBF standard specifications did SK hynix (SKHY) and Sandisk announce at FMS 2026?

SK hynix and Sandisk announced the first standard specifications for High Bandwidth Flash (HBF), defining capacity, bandwidth, interfaces, and reliability guidelines. According to SK hynix, HBF devices support up to 512GB with three bandwidth grades ranging from about 0.4TB/s to 3.0TB/s.

How does High Bandwidth Flash from SK hynix (SKHY) improve AI memory infrastructure?

High Bandwidth Flash adds a new memory layer between HBM and SSDs, combining high bandwidth with large NAND-based capacity. According to SK hynix, this structure aims to ease AI-era bottlenecks by improving both bandwidth scalability and capacity for data-intensive inference workloads.

What are the capacity and bandwidth grades in SK hynix (SKHY) HBF standard?

The HBF standard defines capacities up to 512GB using 8-high or 16-high NAND die stacks. According to SK hynix, bandwidth is divided into three grades, Grade 1 to 3, targeting scalable performance from roughly 0.4TB/s to 3.0TB/s per device.

How does SK hynix (SKHY) use UCIe in its High Bandwidth Flash technology?

SK hynix’s HBF adopts UCIe as its chiplet interconnect, enabling high-speed links between HBF and processors. According to SK hynix, UCIe support lays a foundation for flexible integration of HBF with diverse processor types, including GPUs and CPUs, across AI infrastructures.

What is SK hynix’s 375-layer 4D NAND and why is it important for AI workloads?

SK hynix revealed its tenth-generation 375-layer 4D NAND, currently under development, at FMS 2026. According to SK hynix, this NAND improves performance per watt by 2.5 times over the prior generation, targeting power-efficient, high-performance eSSDs for AI-oriented data centers.

When will SK hynix (SKHY) start mass production of eSSDs using 375-layer 4D NAND?

SK hynix plans to begin mass production of high-performance, high-capacity eSSDs using its 375-layer 4D NAND early next year. According to SK hynix, these eSSDs are intended to strengthen its competitive position in the AI-focused NAND storage market.

Which companies are participating in the HBF consortium with SK hynix (SKHY)?

The HBF consortium currently includes SK hynix, Sandisk, Google and Tenstorrent as participants. According to SK hynix, the group aims to grow membership and refine HBF’s technical maturity and market adoption through open collaboration within the broader AI storage ecosystem.