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Kioxia and Sandisk, which share the same fab, are taking diverging paths on HBF (high-bandwidth flash).

Two flash makers sharing a fab yet choosing different HBF roadmaps signals where AI inference memory tiers may standardise and which suppliers could capture that demand.
Trade pressSlicast · November 3, 2026 at 14:21 UTC · Global · Source: Blocks & Files
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Kioxia and Sandisk, which share the same fab,… · Slicast