[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioec9952fb":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioec9952fb","SK海力士(SKHY)与闪迪(SNDK)公布全球首个HBF标准规范：谷歌入局生态，剑指AI推理时代“内存墙”","\u002Fdoc\u002Fdcioec9952fb","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，在人工智能算力竞赛进入深水区之际，存储行业巨头SK海力士(SKHY)与闪迪(SNDK)于美国加州圣克拉拉举行的“2026年未来存储与内存大会”(FMS 2026)上，联合发布了高带宽闪存(High Bandwidth Flash，HBF)的首个标准规范。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这项历时约6个月、由产业联盟共同推动的里程碑式成果，标志着AI存储赛道正式迎来一名“重磅玩家”。HBF定位于高带宽内存(HBM)与固态硬盘(SSD)之间的新型存储层级，旨在为日益增长的AI推理需求提供兼顾高带宽与大容量的解决方案。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">技术破局破解AI时代的“内存墙”难题\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">随着AI从模型训练向大规模推理应用扩展，传统存储架构正面临严峻挑战HBM虽带宽极高但成本昂贵、容量有限，而SSD虽容量大却带宽不足。HBF正是为解决这一“内存墙”瓶颈而生。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">根据发布的规范，HBF在技术参数上实现了带宽与容量的平衡\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">容量与堆叠支持8层和16层NAND芯片堆叠配置，最高容量可达512GB。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">带宽分级划分为三个性能等级(Grade 1~3)，数据传输能力覆盖约0.4TB\u002Fs至3.0TB\u002Fs的可扩展范围。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">开放互联标准采用行业标准的通用芯粒互连技术UCIe作为连接接口，为HBF与GPU、CPU等不同类型处理器的灵活集成奠定了基础。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得注意的是，该规范并非企业私有标准，而是通过全球最大的开放数据中心技术组织OCP(Open Compute Project)向全行业公开发布。这一举措意味着HBF将成为产业通用开放标准，有望加速整个AI存储生态的成熟。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">生态集结谷歌与Tenstorrent入局\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">标准化只是第一步，构建产业生态才是关键。目前，HBF联盟已成功吸引谷歌(Google)与AI芯片初创公司Tenstorrent加入。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士将在FMS 2026大会期间通过多场活动展示HBF战略\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">主题演讲SK海力士解决方案开发担当副社长金千成与下一代产品规划担当副社长姜郁成将联合发表题为“代理式人工智能时代下，基于分层存储器的高效AI基础设施构建”的演讲。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">圆桌讨论8月6日，SK海力士、闪迪与谷歌DeepMind将共同参与“借助HBF突破内存墙”的专题讨论。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">战略纵深第十代375层4D NAND首次亮相\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">作为此次发布的配套“重器”，SK海力士还在FMS 2026展会上首次公开展示了正在研发中的第十代(V10)375层4D NAND闪存晶圆及产品。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据SK海力士介绍，与上一代相比，该产品的性能功耗比提升了2.5倍，特别适用于对性能与能效要求极高的AI数据中心环境。公司计划于2027年初启动基于该NAND闪存的高性能、大容量企业级固态硬盘(eSSD)量产。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">从HBF标准的发布到下一代NAND技术的亮相，SK海力士正在构建从存储介质到新型存储层级的完整AI存储解决方案矩阵。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI存储赛道的“规则制定者”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对于投资者而言，HBF标准的发布具有多重深远意义。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">首先，SK海力士正在从“HBM领导者”向“AI存储架构定义者”进化。在HBM市场已占据主导地位的基础上，HBF的推出进一步扩展了其在AI存储领域的技术版图。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">其次，开放标准的策略有助于加速市场渗透。通过OCP发布开放标准、吸引谷歌等生态伙伴加入，SK海力士正在推动HBF成为AI推理场景下的主流存储方案。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">第三，这一布局有望开辟新的增量市场。随着AI从训练走向推理，对兼顾带宽与容量的存储方案需求将呈指数级增长。HBF所瞄准的正是这一新兴市场。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士执行副总裁金千成表示“随着AI应用的快速普及，我们正处在必须重新设计整体数据处理架构的节点。通过HBF技术，SK海力士将拓展内存与存储的边界，为构建提升系统整体效率的新架构作出贡献。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]