Vi e w p o i n t | 21 Sep 2026 05:28:51 ET │ 12 pages Global Semiconductors eSSD Demand to Rise Sharply in 2027E on AI Continual Learning Jayden Oh +82-2-3705-0747 jayden.oh@citi.com 8 CITI'S TAKE Continual learning and AI inference are set to drive a sharp increase in eSSD demand, which we forecast to grow +52.9% YoY in 2027E. We expect QLC demand to rise significantly, driven by near-GPU storage adoption and increasing demand from AI data centers in China. We believe strong enterprise AI demand should off ...