# Drives

Part ID: 2.08a · Layer 2 (Memory & storage) · child of 2.08

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

| Company | Role | Confidence | Ownership | Ticker | Note |
|---|---|---|---|---|---|
| Kioxia | manufacturer | inferred | public | 285A.T |  |
| Micron | manufacturer | inferred | public | MU |  |
| Phison | manufacturer | inferred | public | 8299.TWO | Pascari |
| Samsung Electronics | manufacturer | inferred | public | 005930.KS |  |
| SanDisk | manufacturer | inferred | public | SNDK |  |
| Seagate | manufacturer | inferred | public | STX |  |
| SK Hynix | manufacturer | inferred | public | 000660.KS |  |
| Kingston | manufacturer | inferred | private |  |  |

Confidence tags: disclosed = company/filing statement; reported = trade press or partner list; inferred = taxonomy lead.