Last updated: July 21st, 2026 at 21:54 UTC+02:00
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Demand expected to 3x by next year.
Reading time: 2 minutes
Abhijeet Mishra / SamMobile
Samsung is already a crucial supplier for NVIDIA, providing the AI chip giant with DRAM, high-bandwidth memory, and foundry services.
The two companies are now reportedly expanding this partnership into NAND flash storage supply, with Samsung beginning shipments of its tenth-gen V-NAND chips.
Samsung is already the leader in the global NAND flash storage market. It held a 29% market share as of Q1 2026. This partnership with NVIDIA will only further increase its dominance in the global market.
Samsung has reportedly increased supplies of its ninth-generation V-NAND chips to NVIDIA, while mass production and shipments of the tenth-generation chips are also underway. Samsung is reportedly accelerating the development of eleventh-generation 500-layer-class V-NAND chips as well.
One of the reasons why Samsung is expanding supplies to NVIDIA is because of the latter's next-generation Context Memory Storage (CMX). It's due to be released in the second half of this year. CMX provides a total storage capacity of 9,600TB through 576 SSDs.
Industry watchers predict that CMX-related NAND demand will jump from 35 million TB this year to over 100 million TB net year. Samsung intends to use its world-leading NAND production technology to reach staggering output levels of 250 million TB this year. This would enable the company to become the leading supplier for NVIDIA's CMX.
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Adnan Farooqui is a long-term writer at SamMobile. Based in Pakistan, his interests include technology, finance, Swiss watches and Formula 1. His tendency to write long posts betrays his inclination to being a man of few words.
