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1 Petabyte Storage On The Way! Samsung is developing nearline solid-state drives that scale from 250 terabytes to 1 petabyte. One petabyte is 1,024 terabytes. The form factors under discussion are EDSFF E3.L or E2. At the upper end, nearly fifty of the largest drives could occupy a 4U shelf and approach 50 petabytes; a full rack would approach half an exabyte. The information comes from a May 2026 briefing between storage software maker Scality and Blocks & Files. Scality chief product officer Erwan Girard stated that Samsung is building these ultra-density units with the explicit goal of replacing hard drives. He described a new type of flash with endurance of roughly 0.1 drive writes per day, about one-fifth the rate of contemporary QLC. Scality has early samples in its lab. Initial manufacturer numbers suggested slower performance, but lab tests showed no visible difference from QLC. Scality CEO Jérôme Lecat said the company has a co-development agreement with the Samsung Memory Research Center and that a 2026 release is unlikely. Samsung has shown high-capacity enterprise SSDs before. In 2022 it displayed a 128 TB QLC prototype. In 2023 it announced a 256 TB QLC drive aimed at data centers and outlined a petabyte-scale PBSSD architecture built from multiple drives. The current nearline work uses a different flash type, optimized for density and low write traffic rather than general-purpose endurance. For data-center operators the density reduces the number of racks needed for archives, model weights, or infrequently rewritten datasets. The endurance limit sets the boundary: the drive is not built for daily rewrites. Scality positions the devices in a warm tier alongside nearline hard drives, where the workload is read-heavy. Samsung’s semiconductor division continues to publish roadmaps that list higher layer counts and packaging advances as the route to larger single-drive capacities. The nearline samples under test represent one step along that path. No public product name or firm ship date has been announced. Samsung Semiconductor:

Long term bullish — $MU $SNDK $SKHY Goldman, reiterating Buy on Samsung: Memory demand continues to “significantly outpace supply,” and the gap “is expected to widen further in 2027 and persist through 2028.” Not a 2026 spike. A two-year shortage (at least), getting worse before it gets better. That is the memory wall and it cannot be disputed. The best research desks are telling you, bullish memory!

Memory is being modeled as a $1.6 trillion market by 2028, and almost all of the profit still sits with three names. Bloomberg and Bernstein consensus put combined supplier revenue at about $1.0 trillion in calendar 2026, $1.5 trillion in 2027, and $1.6 trillion in 2028. Operating profit climbs faster: about $0.8 trillion, then $1.2 trillion, then $1.3 trillion. The stack stays concentrated. Samsung Memory, SK Hynix and Micron take the large majority of both revenue and profit in each year. SanDisk, Kioxia, CXMT and YMTC are the smaller slices. The gap between the top three and the rest stays wide through 2028. Profit growing faster than sales is the tell. Consensus is pricing sustained pricing power and high utilization, not a fast return to oversupply. The jump is sharpest from 2026 to 2027. After that the gains slow. These numbers were out before Micron’s fiscal 2026 print. That print later showed record quarter and full-year sales on AI demand, with management saying tightness runs into 2027 and 2028. $SKHY $MU $SNDK

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