Sandisk CTO: Global AI Race Hinges on Memory, Not Compute; HBF Products Expected Next Year

Alper Ilkbahar, Chief Technology Officer (CTO) and Executive Vice President of Sandisk, said in a recent media interview that the global AI race is becoming increasingly memory-centric rather than compute-centric, which could exacerbate an unprecedented tight supply of memory chips. He also provided an update on HBF, revealing that the wafer is currently being designed, samples of the HBF chip will be available by the end of this year, and the complete product with a controller is expected to launch next year.