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黑资抱#
$XSNDK HBM4没有余量 HBF是否能成为反转
HBF = 闪迪自研、基于NAND闪存的高带宽存储
◦ 定位：AI推理，用来扩容、辅助HBM4，不是替代HBM训练内存
◦ 硬件规格：堆叠高度、封装尺寸、功耗完全对标HBM4，16层堆叠，带宽做到1.6TB/s，和HBM4同一水平
◦ 技术：用自家3D NAND+CBA晶圆键合，和SK海力士联合做标准
◦ 进度：2026下半年出样，2027年量产
#AMD财报前瞻：HeliosAI系统商业化进展
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