High Bandwidth Flash turns NAND into a new AI memory tier

HBF is positioned between DRAM or HBM and conventional SSD storage. The specification describes NAND stacks up to 512GB with performance grades reaching 3.0 TB/s over UCIe, with Google and Tenstorrent joining the standardization work. For RamTrend, the notable point is that NAND vendors are trying to create a memory-adjacent category for AI model weights and long-context data. If adopted, HBF could create new premium demand for high-performance NAND while complementing rather than replacing HBM.