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CFMS | MemoryS
Q3 2026 Global Memory Market Review and Q4 Outlook
Memory Spot Market Industrial SSDs Steady with Moderate Gains; UDIMM,SODIMMs,and Channel SSDs Continue to See Downward Revisions
Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3
Latest News
Industry News
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Weekly Review
Channel Consumer SSD and Embedded eMMC Prices Continued to Decline; Industry SSD/DRAM Modules and LPDDR Hold Steady
2 hours ago
Weekly Review
Apple: Memory Is the Biggest Cost Pressure and May Continue to Weigh on Gross Margin Growth Next Quarter
3 hours ago
Industry News
Kioxia: 2027 Capacity Sold Out, Phased Capacity Expansion to Match AI Demand
1 day ago
Enterprise News
Silicon Motion: 26Q3 Revenue Hits Record High for Fourth Consecutive Quarter; AI and Enterprise Storage to Drive Full-Year Revenue Doubling
5 days ago
Enterprise News
Channel SSD Prices Fall Broadly as Aggressive Cuts Weigh on Market
2026-10-27 09:45 (UTC+0)
Weekly Review
Nvidia’s HBM Strategy Shifts: Samsung, SK Hynix to Mass-Produce 8-Layer HBM4 at Scale in Q2 Next Year
2026-10-27 09:34 (UTC+0)
Industry News
NVIDIA's Jensen Huang: Unlikely to See DRAM Oversupply by 2029
2026-10-23 11:03 (UTC+0)
Industry News
SK Hynix Suspends Solidigm’s U.S. IPO Plans
2026-10-23 10:59 (UTC+0)
Industry News
Report: Samsung Xi’an and SK Hynix Dalian Advance NAND Production Line Upgrades
2026-10-21 10:55 (UTC+0)
Industry News
Samsung Foundry: 4nm Effectively Reaches Full Capacity, 5nm Steps Up Customer Acquisition, 2nm Negotiations Lagging
2026-10-21 10:25 (UTC+0)
Industry News
DDR5 UDIMM Prices Continue to Rise, but Momentum Remains in Question as Spot Prices Soften
2026-10-20 10:52 (UTC+0)
Weekly Review
CXMT: 3Q26 Net Profit Expected to Reach RMB 53.395-54.895 Billion, Turning Profitable YoY
2026-10-19 10:18 (UTC+0)
Enterprise News
Apple CEO Responds to Memory Crisis: Evaluating All Options
2026-10-16 10:23 (UTC+0)
Industry News
SK hynix Unveils 3D FeNAND A-CiM Technology, Enabling AI Computing Directly Within NAND
2026-10-16 09:53 (UTC+0)
Enterprise News
Industry-first Six-channel CXL 3.2 Memory Expanders, Supporting Up to 9TB DDR4 or 6TB DDR5
2026-10-14 10:45 (UTC+0)
Industry News
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3 hours ago
Raspberry Pi 5 and Compute Module 5 16GB Versions Officially Announced Price Increase Due to Insufficient DRAM Supply
3 hours ago
DeepSeek V5 Reportedly Plans to Use Ascend 950 for Training
5 days ago
Microsoft CFO: 2027 Full-Year Capital Expenditures to Reach $170 Billion
5 days ago
Samsung Electronics Q3 Revenue and Operating Profit Continue to Set New Quarterly Records
5 days ago
Alphabet: 26Q3 Cloud Revenue Up 103% YoY, but Overall Results Miss Expectations
5 days ago
Silicon Motion: 26Q3 Revenue Up 24% QoQ to $560 Million; Full-Year Revenue Expected to Double YoY
2026-10-27 09:31 (UTC+0)
Nvidia’s HBM Strategy Shifts: Samsung and SK Hynix to Mass-Produce 8-Layer HBM4 at Scale in Q2 Next Year
2026-10-27 09:27 (UTC+0)
Bank of Korea Urgently Warns: South Korea’s Chip Exports Could Drop by Up to $100 Billion if AI Spending Slows
2026-10-27 09:25 (UTC+0)
ASUS: Commercial PC Prices Expected to Rise Another 5% in the First Half of 2027
2026-10-23 09:47 (UTC+0)
NVIDIA's Jensen Huang: Unlikely to See DRAM Oversupply by 2029
Hot News
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Channel Consumer SSD and Embedded eMMC Prices Continued to Decline; Industry SSD/DRAM Modules and LPDDR Hold Steady
Channel SSD Prices Fall Broadly as Aggressive Cuts Weigh on Market
Nvidia’s HBM Strategy Shifts: Samsung, SK Hynix to Mass-Produce 8-Layer HBM4 at Scale in Q2 Next Year
NVIDIA's Jensen Huang: Unlikely to See DRAM Oversupply by 2029
SK Hynix Suspends Solidigm’s U.S. IPO Plans
Report: Samsung Xi’an and SK Hynix Dalian Advance NAND Production Line Upgrades
DDR5 UDIMM Prices Continue to Rise, but Momentum Remains in Question as Spot Prices Soften
