Samsung Electronics begins mass production of NVIDIA Vera Rubin-specific eSSD

Targeting the AI NAND market
Today, Samsung Electronics announced the start of mass production
of the enterprise SSD (eSSD) PM1763 based on the new transmission specification PCIe 6.0
The PM1763 will be used in NVIDIA's next-generation AI platform Vera Rubin
It was first unveiled at NVIDIA's annual developer conference in March this year
Following HBM,
Samsung has further expanded its core product line for AI infrastructure to include eSSD
Targeting NVIDIA's full-stack memory solutions
Due to the KV cache demand for AI inference,
> SSDs are being elevated from peripheral storage to the memory hierarchy
Hot dishes in the kitchen are in HBM
Warm dishes in DRAM/SOCAMM
Cold dishes that still require low-latency random reads (KV cache) are moved down to SSD
And the PM1763 directly enters the BOM of NVIDIA's Vera Rubin platform
For the first time, eSSD is listed alongside HBM4 and SOCAMM2
Common PCIe 4.0/5.0 enterprise drives lack sufficient bandwidth
The PM1763 uses PCIe 6.0 (unidirectional bandwidth doubled compared to 5.0 to ~128GB/s x16) to keep up with the data throughput of Vera Rubin's next-generation GPU
> Market growth momentum is also strong
According to market research firm Omdia's forecast,
The eSSD market size will expand from approximately $24.1 billion in 2025
to approximately $154 billion in 2026
Growing more than six times within one year
> Samsung Electronics has firmly secured a leading position in the eSSD market
According to TrendForce data,
In Q1'26, Samsung Electronics ranked first in the eSSD market with a 35.1% market share
> eSSD has become the second revenue engine systematically undervalued by the market, besides HBM
According to Counterpoint data,
Among Samsung's Q1'26 memory revenue of $50.4 billion,
eSSD contributed approximately $7 billion, accounting for 14%
It already accounts for more than half of NAND revenue
Comparable to HBM in revenue scale and faster in quarter-over-quarter growth (+93%)
Static share is large, dynamic growth is fast
> Samsung Electronics now has a complete product matrix from HBM to SSD
When dealing with global tech giants and AI server customers,
its bargaining power in supply will increase accordingly