Samsung has reportedly boosted production of its 8th-generation V-NAND chips as cloud providers shift focus to AI inference workloads. The increased manufacturing activity comes amid tightening NAND supply and growing demand for high-performance storage solutions. Industry analysts suggest the market shift is causing enterprise storage to absorb production originally intended for consumer SSDs.
Market Recovery Drives Production Increase
As data centers worldwide expand to accommodate increasing artificial intelligence workloads, cloud providers are reportedly shifting their focus from training to inference operations, according to industry analysis. This transition has created substantial demand for fast, high-capacity storage capable of rapidly processing large datasets. The global NAND flash market appears to be experiencing a significant recovery, with supply tightening as manufacturers struggle to meet the accelerating demand.