---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000936152.md"
description: "Goldman Sachs: We see a potential TAM for HBF of ~$40 billion to $150 billion at a GPU adoption rate of 15%-50% by 2030 given the rapid proliferation of read-heavy and memory-intensive AI inference workloads - despite potential challenges to adoption.$Sandisk(SNDK.US)"
datetime: "2026-10-13T16:15:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000936152.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000936152.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000936152.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Goldman Sachs: We see a potential TAM for HBF of ~…


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [SNDU.US](https://longbridge.com/en/quote/SNDU.US.md)
- [SNXX.US](https://longbridge.com/en/quote/SNXX.US.md)
- [SNDG.US](https://longbridge.com/en/quote/SNDG.US.md)
- [SNDQ.US](https://longbridge.com/en/quote/SNDQ.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**