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Samsung and Micron split enterprise SSD market for Nvidia Vera Rubin as SK hynix lags
Friday, April 3, 2026 at 03:40 AM
Samsung Electronics and Micron are currently dominating the supply of enterprise SSDs (eSSD) for Nvidia's Vera Rubin AI platform, as SK hynix has not yet begun shipping its compatible storage solutions for this specific architecture.
Context
The enterprise solid-state drive (eSSD) market for NVIDIA’s next-generation Vera Rubin platform is currently being dominated by Samsung Electronics and Micron, leaving SK hynix temporarily behind in the supply chain. Samsung has positioned itself as a primary partner, showcasing its PM1763 PCIe 6.0-based storage solutions and SOCAMM2 modules specifically optimized for Vera CPUs at GTC 2026. Simultaneously, Micron has launched its first PCIe 6.0 SSD capable of speeds up to 28 GB/s, securing a critical share of the high-performance storage requirements for the Rubin architecture.
While SK hynix remains a dominant force in HBM4 development, its eSSD offerings for the Rubin platform are still undergoing verification or are slated for production later in 2026. This gap in the storage segment is notable given the Rubin platform's extreme requirements, which include a 10x reduction in inference token costs and massive data throughput via PCIe Gen6. The shift indicates a diversifying supply chain where Samsung and Micron are capitalizing on the urgent need for high-density, liquid-cooled storage to support the projected scale of million-GPU AI factories.
Sources (9)
NVIDIA Kicks Off the Next Generation of AI With Rubin — Six New Chips, One Incredible AI Supercomputer | NVIDIA NewsroomArchitecting the AI Era: Samsung Electronics and NVIDIA Define the Future at GTC 2026 | Samsung Semiconductor GlobalInside the NVIDIA Vera Rubin Platform: Six New Chips, One AI Supercomputer | NVIDIA Technical BlogSK Group & Meta Discuss HBM Supply, AI GlassesVera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon[News] SK hynix Unveils 2029–2031 Roadmap Featuring HBM5, GDDR7-Next, and 400+ Layer NANDSK Hynix Showcases AI Memory Technology, Including HBM4, at Nvidia GTC 2026 — BigGo FinanceMicron has launched the first PCIe 6.0 SSD with speeds up ...
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