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CFM Report - Memory Industry Monthly Update - July 2026
【CFM Research】Memory Prices to Rise Further in the Second Half of the Year

【CFM Research】Memory Prices to Rise Further in the Second Half of the Year

Memory Spot Market Industrial SSDs Steady with Moderate Gains; UDIMM,SODIMMs,and Channel SSDs Continue to See Downward Revisions

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

Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3

CFM: Divergence in Server Customers' Price Acceptance for eSSDs; Q3 Price Hikes by Memory Original Manufacturers Range from 10% to 30%

14 hours ago Industry News

SK hynix Unveils First HBF Standard Specifications with Sandisk

17 hours ago Enterprise News

CXMT LPDDR6 Latest Progress Exposed, Volume Production Expected in H2 2026

1 day ago Industry News

Samsung Foundry Poised for Inflection Point, Full Capacity and Profit Turnaround Seen in H2

1 day ago Industry News

Unpacking Apple's 3QFY26 Results: Robust Hardware Demand Masks Lingering Risks — AI Capacity Crunch and Memory Inflation. Can the Strong Run Last?

4 days ago Financial Analys

Kioxia's Quarterly Net Income Soars Nearly 47-Fold, Sticking to 'Price and Profit First' and Rejecting Blind Production Expansion

4 days ago Financial Analys

MediaTek Q2 Revenue Edges Up 1.2% YoY, Net Profit Falls 12.6% YoY

4 days ago Industry News

Samsung Electronics: 70% of Memory Capacity Locked by LTAs; HBM Shortfall Expected to Widen Further Next Year

5 days ago Financial Analys

Kioxia Commences Sample Shipments of 9th-Generation BiCS FLASH™ 1Tb TLC Devices

5 days ago Enterprise News

SK Hynix: Long-Term AI Infrastructure Investment Remains Steady; DRAM ASP Growth Expected in H2

6 days ago Financial Analys

Spot Memory Market Stabilizes This Week as Individual LPDDR Resource Price Hikes Have Yet to Fully Transmit to Finished Products

2026-07-28 10:28 (UTC+0) Weekly Review

SK hynix Reportedly to Begin Mass Production of LPDDR6 in H2, with Xiaomi as First Customer

2026-07-28 09:25 (UTC+0) Industry News

Samsung Old Hwaseong NAND Fab Undergoes Transformation, DRAM Capacity Expected to Surge in the 2H2026

2026-07-28 09:24 (UTC+0) Industry News

SK hynix emerges as Kioxia’s de facto second-largest shareholder

2026-07-27 10:42 (UTC+0) Industry News

Micron Reportedly Push Backs Against Apple's Request to Use Chinese Memory Chips

2026-07-27 09:58 (UTC+0) Industry News

Price Center

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Newsflash

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11 hours ago
CXMT Reportedly Plans New Plant in Beijing
17 hours ago
CFM: Price Acceptance for Server eSSDs Diverges Among Customers; Q3 Price Hikes Across Vendors Range from 10% to 30%
17 hours ago
SK hynix Unveils First HBF Standard Specifications with Sandisk
1 day ago
Samsung Foundry Reportedly Targets 100% Capacity Utilization in H2, Expected to Return to Profit in Q3
1 day ago
Xiaomi Raises Prices on Multiple Smartphone by RMB 300–500
1 day ago
MediaTek's First-Gen ASIC Enters Volume Production in Q4, Adopts Intel EMIB-T Advanced Packaging
1 day ago
Alibaba Launches Qwen3.8-Max Model
1 day ago
CXMT LPDDR6 Reportedly Nears Final R&D Validation, Mass Production Expected in H2
4 days ago
MediaTek Q2 Revenue Edges Up 1.2% YoY, Net Profit Falls 12.6% YoY
5 days ago
Silicon Motion: Q2 Revenue Hits Record High at $451 Million

Hot News

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CFM: Divergence in Server Customers' Price Acceptance for eSSDs; Q3 Price Hikes by Memory Original Manufacturers Range from 10% to 30%

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