Key Highlights
- Samsung initiated volume production of the PM1763 enterprise-grade SSD, tailored for Nvidia’s forthcoming Vera Rubin AI infrastructure
- The storage device utilizes PCIe 6.0 technology and achieves read performance reaching 28,400 MB/s — double the previous generation
- Samsung commands 35% of the enterprise SSD sector as of Q1 2026, outpacing SK Hynix, Micron and Kioxia
- Enterprise SSD sales reached an all-time high of $18.46 billion in Q1 2026, representing an 86.1% sequential increase
- Samsung disclosed preliminary Q2 operating profit of 89.4 trillion won ($58.4B), a significant rise from 4.68 trillion won year-over-year
Samsung initiated volume manufacturing of the PM1763, its newest enterprise solid-state storage solution, engineered specifically for integration with Nvidia’s (NVDA) Vera Rubin AI computing platform slated for release later this year.
The company made the announcement on Wednesday. Samsung stock traded at 288,500 KRW (approximately $190) on the Korean exchange, experiencing a 2.53% decline for the session.
Samsung Electronics Co., Ltd., SMSD.L
The PM1763 leverages PCIe 6.0 technology, effectively doubling the data throughput capacity compared to PCIe 5.0 standards. The 16TB configuration achieves sequential read performance reaching 28,400 MB/s while delivering write speeds up to 21,900 MB/s — representing approximately double the capabilities of the PM1753, its predecessor.
The storage solution comes in 4TB, 8TB, and 16TB configurations.
Powering the device is Samsung’s most recent V-NAND flash technology paired with a freshly engineered 4-nanometer controller chip. The unit also accommodates liquid-cooling server architectures — becoming increasingly prevalent in energy-intensive AI computing facilities.
Samsung indicates the PM1763 enhances power efficiency by over 1.8 times compared to the earlier generation. This represents a significant metric for data center operators managing extensive AI computing tasks.
Security features received substantial enhancements. The drive incorporates encryption designed to withstand future quantum computing attacks and introduces additional protection mechanisms for virtualized data channels.
Samsung initially unveiled the PM1763 at Nvidia’s GTC 2026 event in March, where the company also announced intentions to deliver HBM4 memory and SOCAMM2 modules for Vera Rubin. The corporation is establishing itself as a comprehensive memory provider for the computing platform.
Samsung Dominates Enterprise Storage Sector
Samsung captured 35% of the enterprise SSD marketplace during Q1, based on TrendForce data. SK Hynix, Micron (MU), Kioxia, and SanDisk trailed in market position.
Enterprise SSD sales achieved a record $18.46 billion during Q1 2026, climbing 86.1% from the previous quarter. TrendForce identified cloud service provider requirements and the expansion of AI agent platforms as primary growth catalysts.
Enhanced storage velocity has emerged as a critical constraint for AI computing infrastructure. Graphics processors require continuous data streams from storage systems, and improved SSD capabilities help minimize latency in AI model training and inference operations.
Impressive Preliminary Q2 Financial Performance
Samsung disclosed preliminary Q2 operating profit totaling 89.4 trillion won ($58.4 billion). This marks an increase from 57.2 trillion won during Q1 and represents a dramatic surge from merely 4.68 trillion won in Q2 2025.
Preliminary revenue reached 171 trillion won ($112.3 billion), up from 133.87 trillion won in Q1 and 74.57 trillion won in the corresponding quarter last year.
Samsung’s equity has appreciated 147% throughout 2026, according to Benzinga, with the company’s chairman ranking among the year’s top wealth gainers.
Benzinga Edge Stock Rankings indicate the stock demonstrates favorable price momentum across short, medium, and long-term periods at the time of publication.
