
What’s interesting about this story is that SanDisk is partnering with UMC. For those that don’t know UMC is a partner on HBF (High Bandwidth Flash). As compute architectures advance being as close to the packaging as possible is going to be more common. SanDisk would not be working with UMC to have HBF w/ FinFET logic node like HBM does if it were not being used in someone’s architecture 👀 Things are looking very interesting for HBF to complement HBM as model weights continue to expand. $SNDK