Based on reports from overseas tech-focused YouTubers and several insider sources, Samsung Electronics is purportedly planning a phased discontinuation of its solid-state drives (SSDs) utilizing the SATA interface. It is anticipated that the company will formally announce its exit from this segment in early 2026, with production ceasing entirely once existing orders are fulfilled. As a significant global player in the SATA SSD market, Samsung commands a market share of roughly 18%. Should the company cease production, a worldwide shortage of SATA SSDs could ensue, potentially driving up prices—a trend that might persist for 18 months.

Despite widespread speculation that Samsung intends to discontinue SATA SSDs, the company has firmly refuted these claims through multiple communication channels. Nonetheless, Samsung is indeed recalibrating its storage business strategy. This involves reallocating production capacity toward higher-margin products, including PCIe/NVMe SSDs and High Bandwidth Memory (HBM). Additionally, the company is expediting its deployment in the premium AI storage sector.