Samsung: Generative AI drives sales of server SSDs to surge, while strong demand for HBM leads to tight general-purpose memory

According to news from this website on April 30, during Samsung Electronics’ first quarter financial report conference call held today, Samsung stated that the popularity of generative AI will have an impact on multiple categories of its storage business. There is a clear impact.

For NAND and solid-state drive businesses, the demand for generative AI has increased IT companies' demand for servers, which has led to a significant increase in the purchase of enterprise-class storage products by major server companies. Ultimately accelerating the growth of the SSD market.

Samsung predicts that the AI ​​craze will drive its enterprise-class solid-state drive sales this year to increase by 80% year-on-year. This trend is even more obvious for QLC products with better cost performance. The sales volume of related products in the second half of the year is expected to be three times that of the first half of the year.

This wave of enterprise-class storage boom has also driven up the price of dynamically related products: According to an earlier report by this site, Samsung is increasing enterprise-class solid-state drives by up to 25% this quarter.

Coming to the DRAM memory business, Samsung said that overall bit shipment growth will be limited this year.

Samsung’s advanced production capacity on the DRAM side is concentrated on the more profitable “AI memory” HBM. HBM3E 8H / 12H products are being mass-produced one after another, which relatively squeezes the production of general-purpose DRAM.

Samsung expects that the insufficient supply of general-purpose DRAM brought about by the increase in HBM production capacity will drive up the price of related products and help improve profitability.

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