In the AI hardware arena, Nvidia's GPUs and SK Hynix's HBM have almost taken all the spotlight. However, recently, a technological breakthrough from a long-established storage giant is quietly changing the underlying logic of this computing power arms race.
This giant is SanDisk.
Recently, SanDisk announced its new AI storage product plan, HBF (High Bandwidth Flash). According to TrendForce, the first generation of products has completed tape-out, with plans for samples in 2027 and mass production in 2028 [1].
In the capital market, this is not just a product launch but a "valuation reshaping" that may trigger a revaluation of the entire storage sector.
Why can HBF become the "cost-reducing artifact" of AI inference?
To understand the value of HBF, we must first comprehend the pain points of current AI hardware.
In the current AI computing architecture, HBM is the high-speed memory next to the GPU, extremely fast but expensive and with limited capacity. Conversely, although traditional NAND has large capacity and low cost, it is usually placed in distant SSDs, making the reading speed unable to keep up with the GPU's throughput demand.
This results in an awkward situation: when processing long contexts and large KV caches, expensive HBM is often bottlenecked by capacity constraints.
SanDisk's solution is HBF—stacking multiple layers of NAND and placing it directly next to the GPU [1].
For AI companies, this means being able to handle more requests with the same number of GPUs. For SanDisk, it means the market can no longer view it merely as a "traditional NAND cyclical stock," but must inject a valuation premium for its "AI memory."
On-chain funds have already taken notice
As the saying goes, "The duck knows when the spring river water warms." Before the news officially fermented, smart money on-chain had already started positioning in SanDisk's derivatives on Hyperliquid.
Through AiCoin's professional K-line chart, we can clearly see the trend of the SNDK/USDC perpetual contract:
1. Strong bottom rebound: SNDK soared from a low of 483 to a high of 2376.9, an increase of nearly 400%, demonstrating strong explosive power.
2. Perfect technical correction: After hitting a high, SNDK experienced a deep technical correction. However, recently, with the release of HBF news, the price stabilized around 1735, with a daily increase of 4.37%.
3. Indicator repair: The MACD indicator shows that although it was previously in a death cross state, it has now obviously narrowed and is approaching the zero axis, with bullish momentum regrouping.
How to seize SanDisk's "revaluation dividend" on AiCoin?
If HBF truly achieves mass production and significantly reduces AI inference costs, it will trigger a chain reaction across the entire industry chain. As analysts say: "Once AI inference becomes cheaper, will it necessitate more chips due to increased usage?"
In traditional U.S. stock markets, retail investors face high thresholds, T+1 settlement, and time restrictions. But on Hyperliquid, you can trade SNDK perpetual contracts 24/7 without any minimum threshold.
To take the initiative in this potentially months-long valuation reshaping, you'll need professional assistance from AiCoin's mobile app:
1. Millisecond-depth K-line: AiCoin offers professional-grade charts that far exceed regular on-chain panels, including dozens of technical indicators such as EMA, MACD, BOLL, helping you accurately identify entry points for SNDK.
2. All-day price alert: Tech stocks are significantly influenced by news; AiCoin's rapid unusual movement alerts ensure you receive notifications and can establish positions as soon as any new developments regarding HBF are announced.
3. Flexible long and short operations: Valuation reshaping is never instantaneous. By utilizing AiCoin's fast ordering function that connects directly to Hyperliquid, you can flexibly apply long and short strategies during upward fluctuations, maximizing fund efficiency.
Don’t wait until 2028, when HBF is truly mass-produced, to enter at a high price. Smart money always starts building positions early, at the initial logic reversal.
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The content of this article represents only the author's personal views and does not reflect the position of this platform. The viewpoints, conclusions, and suggestions in the text are for reference only and do not constitute any investment advice related to this platform. Investing in U.S. stocks still requires one to bear the market risks, regulatory risks, and compliance risks of local laws and regulations (especially foreign exchange controls, overseas investment declarations, etc.).
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