The "father of HBM" predicts that AI architecture will shift from GPU-centric to memory-centric. Memory demands in the AI era may increase a millionfold, and existing HBM technology will reach its limits. The next-generation HBF technology, based on stacked NAND, is expected to have engineering samples in 2027 and be adopted by Google or Nvidia in 2028. SK Hynix has partnered with SanDisk to accelerate standard setting, and Samsung is also making moves in this area.