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Kioxia and Sandisk are investing over $31 billion in Japan to boost semiconductor production amid the growing AI demand.
SK hynix and SanDisk unveiled the High Bandwidth Flash (HBF) standard to bridge the performance gap between HBM memory and SSDs, targeting up to 3TB/s bandwidth and 512GB capacity to speed AI inference.
SanDisk announced the new Optimus GX PRO 850P NVMe SSD for PS5, with the 8TB model costing $2,959.99, more than three PS5 Pro consoles.
Sandisk's market cap surges to $231B driven by explosive AI inference demand for NAND flash memory, marking a structural shift from commodity pricing to strategic long-term contracts with hyperscalers.