Key Highlights
- Samsung initiated volume manufacturing of the PM1763 enterprise-class SSD, optimized for Nvidia’s forthcoming Vera Rubin AI infrastructure
- Utilizing PCIe 6.0 technology, the storage device achieves sequential read performance reaching 28,400 MB/s — over double previous-generation capabilities
- As of Q1 2026, Samsung commands 35% of the enterprise SSD sector, surpassing competitors including SK Hynix, Micron, and Kioxia
- The enterprise SSD industry achieved unprecedented quarterly revenue of $18.46 billion in Q1 2026, representing an 86.1% sequential increase
- Preliminary financial results show Samsung’s Q2 operating profit reached 89.4 trillion won ($58.4B), dramatically exceeding the prior year’s 4.68 trillion won
Samsung has initiated volume production of the PM1763, representing its newest enterprise-grade solid-state storage solution, specifically engineered for integration with Nvidia’s (NVDA) anticipated Vera Rubin AI computing platform slated for release in the coming months.
The South Korean electronics manufacturer made the announcement on Wednesday. Trading on the Korean exchange showed Samsung shares at 288,500 KRW (approximately $190), reflecting a 2.53% decline during the session.
Samsung Electronics Co., Ltd., SMSD.L
Built on the PCIe 6.0 standard, the PM1763 effectively doubles data throughput bandwidth compared to PCIe 5.0 technology. The 16-terabyte configuration achieves sequential read performance of 28,400 MB/s and write capabilities reaching 21,900 MB/s — approximately doubling the speed metrics of the PM1753, its predecessor model.
The storage solution is offered in three capacity options: 4TB, 8TB, and 16TB.
The drive incorporates Samsung’s most advanced V-NAND flash technology paired with a freshly engineered 4-nanometer controller chip. Additionally, the PM1763 supports liquid cooling infrastructure — becoming increasingly essential in energy-intensive AI computing facilities.
Samsung reports the PM1763 delivers power efficiency improvements exceeding 1.8 times compared to earlier models. This enhancement carries significant implications for organizations managing extensive AI computational operations.
Data protection features have also been enhanced. The device incorporates encryption designed to withstand potential quantum computing vulnerabilities while adding protective measures for virtualized data channels.
Samsung unveiled the PM1763 initially at Nvidia’s GTC 2026 event in March, simultaneously revealing intentions to provide HBM4 memory components and SOCAMM2 modules for the Vera Rubin architecture. The manufacturer aims to establish itself as a comprehensive memory solutions provider for the platform.
Samsung Maintains Enterprise SSD Leadership Position
According to TrendForce analysis, Samsung captured 35% of the enterprise SSD marketplace during Q1. Competitors SK Hynix, Micron (MU), Kioxia, and SanDisk occupy positions further behind.
Enterprise-focused SSD sales reached an all-time high of $18.46 billion in Q1 2026, marking an 86.1% increase from the preceding quarter. TrendForce attributes this growth primarily to demand from cloud infrastructure providers and the expanding adoption of AI agent technologies.
Storage velocity has emerged as a critical constraint within AI infrastructure deployments. Graphics processors require continuous data streams from storage systems, and enhanced SSD performance directly reduces latency in both AI model training and inference operations.
Impressive Preliminary Q2 Financial Results
Samsung disclosed preliminary second-quarter operating profit of 89.4 trillion won ($58.4 billion). This figure represents substantial growth from Q1’s 57.2 trillion won and a remarkable increase from the 4.68 trillion won recorded in Q2 2025.
Preliminary revenue figures totaled 171 trillion won ($112.3 billion), compared with 133.87 trillion won during Q1 and 74.57 trillion won in the corresponding quarter last year.
Benzinga data indicates Samsung’s equity value has surged 147% throughout 2026, with the company’s chairman ranking among the year’s most significant wealth accumulators.
Benzinga Edge Stock Rankings indicate the equity demonstrates favorable price momentum across short, medium, and extended timeframes as of the current reporting period.
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