I wrote this piece on HBF and NAND. I hope you find it helpful. Why did I turn bullish on NAND? feat. HBF open.substack.com/pub/semico…

Sep 13, 2025 · 7:55 AM UTC

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Replying to @Jukanlosreve
글 잘봤슴다😄
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🙏
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Replying to @Jukanlosreve
It will still boil down to whether HBF is able to withstand the number of cycles required. There is a reason why every SSD warranty is based on both time and TBW.
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Replying to @Jukanlosreve
HBF can't replace DDR. Latency is too high. It can find applications where latency isn't important but bandwidth is.
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Replying to @Jukanlosreve
🔥🔥🔥🔥🔥
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Replying to @Jukanlosreve
What about optane?
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