Samsung scales up production of advanced storage drive for Nvidia’s Vera Rubin platform

[SEOUL] Samsung Electronics has begun mass production of its most advanced data centre storage drive, which is set for use inside Nvidia’s upcoming Vera Rubin platform.

The product – the PM1763 enterprise solid-state drive (SSD) – was unveiled at Nvidia’s GTC conference earlier in March.

Samsung showcased it alongside its next-generation high-bandwidth memory, or HBM4, and low-power SOCAMM2 module as part of a comprehensive package designed for artificial intelligence data centres. 

Shares of Samsung were little changed, while rivals SK Hynix and Kioxia Holdings jumped more than 4 per cent on Wednesday (Jul 8).

Chipmakers’ stocks have been hit by volatility as investors hunt for under-the-radar AI beneficiaries and rotate out of pricey stocks.

Powered by Samsung’s latest V-Nand flash memory chip and a newly developed four-nanometer controller, the storage drive delivers read and write speeds that are more than twice as fast as its predecessor, Samsung said in a statement Wednesday.

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The PM1763 is designed to reduce data latency in advanced processors and AI accelerators, it said.

To sustain high speeds during AI training and inference, the drive features liquid cooling, the company said.

Samsung held the biggest share of the enterprise SSD market in the first quarter at 35 per cent, followed by SK Hynix, Micron Technology, Kioxia Holdings and Kioxia partner Sandisk, according to market researcher TrendForce. BLOOMBERG