Google Joins HBF Consortium: TPU Could Get 10x HBM Capacity at Lower Cost

BenBajarin · x · 2026-08-05

Google has joined the HBF (High Bandwidth Flash) consortium led by SK hynix and Sandisk. Industry analysis suggests TPU could leverage HBF technology to store model weights more cost-effectively.

The solution can deliver the same read bandwidth as an HBM4 stack but with approximately 10x the capacity. Furthermore, the HBF spec runs over UCIe, making it packaging-agnostic and capable of dropping into whatever attach the accelerator already uses, such as Google's EMIB-T packaging.

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