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Samsung disputes report of V10 NAND shipments to Nvidia

What happened

Samsung Electronics refuted reports of supplying 10th-gen V-NAND to Nvidia and denied plans to expand production for Nvidia's CMX storage. This statement clarifies the supply situation, alleviating concerns about potential NAND shortages.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

NAND Flash

Samsung Electronics

supply-denialnand-flashsamsung

Source and time

Source: DigiTimes Asia · 7/21/2026 · View original source

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Samsung disputes report of V10 NAND shipments to Nvidia

What happened

Impact and signal

Affected components and suppliers

Source and time

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