“SanDisk gets a second AI hardware act, shipping the first High Bandwidth Flash samples for AI inference in H2 2026, as a legendary engineer argues NAND's cost advantage over HBM is the biggest untapped opportunity in AI memory.”
“NAND flash is over 100 times cheaper per GB than HBM, so there should be opportunity there”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.