Goldman Sachs’s research report says HBF the potential market size is up to 150000000000 USD
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Goldman Sachs believes HBF may alleviate AI the memory bottleneck, with the potential market size reaching 40000000000 to 150000000000 USD。
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Goldman Sachs:HBF may overcome AI the “memory wall,” with a potential market size of up to 150000000000 USD
PANews October 13 news, Goldman Sachs published a research report stating that, as AI inference demand grows rapidly, insufficient storage capacity is becoming a key bottleneck constraining computing efficiency. High-bandwidth flash memory (HBF) and other emerging NAND technologies may help alleviate this “memory wall” problem and significantly reduce AI infrastructure costs. The firm expects that, if GPU adoption reaches 15%to 50%the HBF potential market size could reach 40000000000 to 150000000000 USD. Goldman Sachs is optimistic about SanDisk and SK SK hynix’s HBF technological leadership, maintaining “Buy” ratings on both companies; Samsung Electronics may also benefit. By contrast, Micron, whose business focus is more oriented toward DRAM and HBM, is expected to benefit less directly, and its “Neutral” rating is maintained.
PANews reported that Goldman Sachs’s research report pointed out that AI growth in inference demand is making insufficient storage capacity a bottleneck constraining computing efficiency.
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High-bandwidth flash memory (HBF) and other emerging NAND technologies may help alleviate the AI“memory wall” problem and reduce AI infrastructure costs.
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If GPU adoption reaches 15%to 50%, Goldman Sachs expects HBF the potential market size could reach 40000000000 to 150000000000 USD。
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Goldman Sachs maintains “Buy” ratings on SanDisk and SK SK hynix, stating that they possess HBF technological leadership.
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Goldman Sachs said Samsung Electronics may also benefit; Micron, whose business focus is more oriented toward DRAM and HBM, is expected to benefit less directly, and its “Neutral” rating is maintained.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
AI When a system processes inference tasks, it needs to read large amounts of data quickly. If storage capacity or speed is insufficient, computing power may not be fully utilized.HBF is a high-bandwidth flash memory technology that Goldman Sachs believes may help alleviate this problem, but the market size remains a forecast.
Why it matters to readers
This indicates that AI competition in infrastructure may expand from GPU to storage technologies, potentially affecting the extent to which different storage manufacturers benefit.
When assessing the AI industry, one should not look only at GPU but also understand storage capacity, transmission speed, and manufacturers’ technology roadmaps.
Risks and unknowns
The evidence does not provide the original Goldman Sachs research report; the relevant content was relayed by PANews.
40000000000 to 150000000000 USD is Goldman Sachs’s estimate of the HBF potential market size, not realized revenue.
The evidence does not specify Samsung Electronics’ rating or the scale of its potential benefit.
HBF Whether customers will adopt it, the extent of product deployment, and GPU actual adoption rate have not been confirmed by the evidence.
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Memory wall
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