2.08a · part of Enterprise SSDs & controllers
Who makes drives for AI data centers
The physical NVMe SSD units themselves, in the dense form factors common in AI compute trays, installed directly in a server or storage node.
Companies on this part (8)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Kioxia | manufacturer | public | 285A.T | 50320 JPY | -4.0% | inferred | |
| Micron | manufacturer | public | MU | 935 USD | -4.0% | inferred | |
| Phison | manufacturer | public | 8299.TWO | 2135 TWD | -0.9% | inferred | Pascari |
| Samsung Electronics | manufacturer | public | 005930.KS | 260000 KRW | -1.8% | inferred | |
| SanDisk | manufacturer | public | SNDK | 1485 USD | -4.5% | inferred | |
| Seagate | manufacturer | public | STX | 847 USD | -3.2% | inferred | |
| SK Hynix | manufacturer | public | 000660.KS | 1703000 KRW | -0.8% | inferred | |
| Kingston | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for drives sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Enterprise SSDs & controllers
- Previous in layer: NAND flash
- Next in layer: HDD
- Layer: Layer 2 — Memory & storage
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON