The reported design is a storage-density signal rather than a conventional NAND node announcement. Instead of relying on the most advanced high-layer 3D NAND, Huawei is said to use die-on-board assembly to fit more NAND into the SSD footprint. That matters because packaging innovation can partially offset restrictions on the highest-density flash chips and still enable very large SSD capacities. For the NAND market, the implication is mixed: this kind of engineering could sustain Chinese enterprise-storage capacity even under technology constraints, but it does not necessarily mean lower NAND cost or broad volume availability.
SSD · May 23, 2026
Huawei Uses NAND Packaging Workaround For 122TB SSD
Huawei has reportedly built a 122TB SSD by mounting NAND dies directly on the drive PCB, a packaging approach aimed at working around limits on access to advanced 3D NAND.
Price impact: 2Direction: unclearSource: Tom's Hardware
Huawei3D NANDNANDSSDdie-on-board packaging
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