NuAxiSemiconductor trade intelligence

eSSD contracts surge as AI data centers shift spending from memory to storage

What happened

Samsung Electronics and SK Hynix are positioning eSSD products to capture the fast-growing market as AI data centers shift spending from memory to storage. This move aims to help hyperscalers reduce server space and energy use amid the transition from training to inference workloads. Bullish for eSSD market demand.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

eSSDEnterprise SSDs

Samsung Electronics SK Hynix

demandAIstorage

Source and time

Source: DigiTimes Asia · 7/26/2026 · View original source

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eSSD contracts surge as AI data centers shift spending from memory to storage

What happened

Impact and signal

Affected components and suppliers

Source and time

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