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Deep & Emerging Tech·August 6, 2026·1 min read

SK Hynix and SanDisk reveal first specs for High Bandwidth Flash — but don't get too excited, you probably won't be able to buy it anytime soon

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512 GB stacks at 3 TB/s show where memory is headed—toward flash that behaves more like HBM for AI and high-throughput workloads. For now this is roadmap, not capacity you can book, but it should already inform how you think about future bottlenecks and data locality in your architectures.

Deep & Emerging Tech

Here's how SpaceX imagines its massive Terafab chip factory will look

A planned $16.8B first phase for SpaceX’s Terafab chip plant underscores how AI and space are pulling semiconductors into mega-project territory usually reserved for energy and heavy industry. If you rely on advanced chips, start mapping exposure not just to vendors but to their upstream fab footprints — supply resilience is becoming a site-selection and permitting question, not just a pricing one.