Samsung Develops 500-Layer V11 NAND for NVIDIA CMX

Samsung is developing V11 NAND with 500 layers to power NVIDIA's Context Memory Storage, addressing AI GPU data bottlenecks.

NVIDIA is utilizing Context Memory Storage (CMX) to resolve Key-Value cache bottlenecks in AI GPUs, with Samsung supplying critical V-NAND technology. Samsung currently provides 286-layer V9 NAND, which accounts for 60 percent of its 100,000-unit production capacity for NVIDIA. While mass-producing V10 NAND—offering 50 percent higher density than V9—Samsung is researching V11 NAND featuring 500 vertically-stacked layers. Each CMX module for AI servers can house 576 SSDs, reaching a total capacity of 9,600TB. As CMX storage demand is projected to exceed 100 million terabytes by 2026, Samsung expects its NAND shipments to reach 250 million terabytes. This growth is anticipated to drive Samsung's 2026 profits beyond its cumulative earnings from the past 40 years.