SanDisk

SanDisk appears in 存储三巨头破万亿市值，存储超级周期何时能见顶？｜ S10E13 through the source’s discussion of High Bandwidth Flash. The episode treats SanDisk less as a consumer-storage brand and more as a possible beneficiary if NAND-derived high-bandwidth flash becomes useful inside AI inference systems.

The source’s key caveat is that HBF is not presented as a clean High Bandwidth Memory replacement. Its higher capacity and lower cost may help hold model parameters or large datasets, but NAND endurance, temperature limits, latency, and board-level thermal constraints mean HBM remains important for KV cache and low-latency accelerator work.

Connections

• High Bandwidth Flash - product/architecture direction tied to SanDisk in the episode.
• Agent-Era NAND Storage - broader NAND role in AI agent inference.
• High Bandwidth Memory and AI Data Center Memory Hierarchy - comparison layer that explains what HBF can and cannot replace.
• AI Hardware Supply Chain Pressure - market context for storage suppliers.