Key Highlights
- Samsung initiated mass production of the PM1763 enterprise SSD, specifically engineered for Nvidia’s forthcoming Vera Rubin AI infrastructure
- The storage device operates on PCIe 6.0 technology and achieves sequential read performance reaching 28,400 MB/s — over double its forerunner’s capability
- Samsung commands a 35% market share in the enterprise SSD sector as of Q1 2026, surpassing competitors including SK Hynix, Micron and Kioxia
- Enterprise SSD sector revenues reached an unprecedented $18.46 billion in Q1 2026, representing an 86.1% quarterly increase
- Samsung disclosed preliminary Q2 operating profits of 89.4 trillion won ($58.4B), a substantial increase from 4.68 trillion won year-over-year
Samsung has commenced large-scale manufacturing of the PM1763, its newest enterprise-grade solid-state storage solution, specifically engineered to integrate with Nvidia’s (NVDA) anticipated Vera Rubin AI infrastructure platform scheduled for release later this year.
The company made the announcement on Wednesday. Trading on the South Korean exchange, Samsung shares closed at 288,500 KRW (approximately $190), reflecting a 2.53% decline for the session.
Samsung Electronics Co., Ltd., SMSD.L
The PM1763 leverages PCIe 6.0 connectivity, effectively doubling the data throughput bandwidth available with PCIe 5.0 technology. The top-tier 16TB configuration achieves sequential read performance up to 28,400 MB/s and sequential write speeds reaching 21,900 MB/s — approximately double the throughput of the earlier PM1753 model.
The storage device comes in three capacity options: 4TB, 8TB, and 16TB.
Powering the drive is Samsung’s most advanced V-NAND flash memory technology paired with a newly engineered 4-nanometer controller architecture. The device also offers compatibility with liquid-cooled server configurations — a feature becoming essential in energy-intensive AI data center deployments.
According to Samsung, the PM1763 delivers power efficiency improvements exceeding 1.8 times compared to the previous generation. This represents a significant advancement for organizations operating extensive AI computational workloads.
Security capabilities have also received substantial enhancements. The drive incorporates encryption designed to withstand potential quantum computing attacks and provides additional protection mechanisms for virtualized data transmission channels.
Samsung initially unveiled the PM1763 during Nvidia’s GTC 2026 conference held in March, where the company also announced intentions to provide HBM4 memory and SOCAMM2 modules for the Vera Rubin platform. The technology giant is strategically establishing itself as a comprehensive memory solution provider for the ecosystem.
Samsung Dominates Enterprise SSD Landscape
Samsung captured 35% of the enterprise SSD market during Q1, based on data from TrendForce. Competitors SK Hynix, Micron (MU), Kioxia, and SanDisk trailed in market position.
Enterprise SSD sector revenues achieved a record-breaking $18.46 billion in Q1 2026, climbing 86.1% compared to the previous quarter. TrendForce attributed this growth primarily to cloud service provider requirements and the expanding adoption of AI agent technologies.
Storage performance has emerged as a critical constraint in AI infrastructure development. Graphics processing units require consistent data streams from storage systems, and enhanced SSD capabilities help minimize latency in both AI model training and inference operations.
Robust Preliminary Q2 Financial Results
Samsung announced preliminary Q2 operating profit figures of 89.4 trillion won ($58.4 billion). This represents an increase from 57.2 trillion won in Q1 and a dramatic rise from merely 4.68 trillion won during Q2 2025.
Preliminary revenue totaled 171 trillion won ($112.3 billion), compared with 133.87 trillion won in Q1 and 74.57 trillion won in the corresponding quarter last year.
Samsung’s equity value has surged 147% throughout 2026, according to Benzinga data, with the company’s chairman ranking among the year’s top wealth accumulators.
Benzinga Edge Stock Rankings indicate the stock demonstrates positive momentum across short, medium, and long-term intervals at the time of analysis.
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