Samsung Electronics mass-produces eSSD specifically for NVIDIA Vera Rubin


Targeting the AI NAND market
Today Samsung Electronics announced the start of mass production
Enterprise SSD (eSSD) PM1763 based on the new PCIe 6.0 transmission specification
The PM1763 will be used on NVIDIA's next-generation AI platform, Vera Rubin
First introduced at NVIDIA's annual developer conference last March
After HBM
Samsung further expands its core AI infrastructure product line to eSSD
Targeting NVIDIA's full-stack memory solutions
Due to the KV cache requirements for AI inference
> SSDs are being upgraded from peripheral storage to memory hierarchy
The hot dish in the kitchen is HBM
The warm dish is DRAM/SOCAMM
The cooler dish that still requires low-latency random access, KV cache, goes down to SSD
And the PM1763 directly enters the BOM of NVIDIA's Vera Rubin platform
eSSD for the first time aligns with HBM4 and SOCAMM2
The bandwidth of ordinary PCIe 4.0/5.0 enterprise drives is insufficient
PM1763 uses PCIe 6.0 (one-way bandwidth double that of 5.0 to ~128GB/s x16), only then can it match the data throughput of the Vera Rubin generation GPU
> Market growth is also rapid
According to market research firm Omdia's forecast
The eSSD market size will increase from approximately $24.1 billion in 2025
To approximately $154 billion in 2026
Growing more than 6 times in a year
> Samsung Electronics has solidified its 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 becomes the second revenue driver systematically underestimated outside of HBM
According to Counterpoint data
Of Samsung's Q1'26 memory revenue of $50.4 billion
eSSD contributed approximately $7 billion, or 14%
Has reached more than half of NAND revenue
Equivalent to HBM revenue and quarter-over-quarter growth (+93%) is faster
Large static share, fast dynamic growth
> Samsung Electronics has a complete product matrix from HBM to SSD
When facing global tech giants and AI server customers
Supply bargaining power will increase accordingly
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