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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

SK hynix Unveils First HBF Standard Specifications with Sandisk

17 hours ago Enterprise News

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

5 days ago Enterprise News

SK Group and NVIDIA Team Up in Mega $500 Billion Partnership

2026-07-27 09:56 (UTC+0) Enterprise News

Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies

2026-07-27 09:29 (UTC+0) Enterprise News

SK Hynix Increases Investment in Cheongju P&T7 Project to Meet Surging AI Memory Demand

2026-07-22 10:31 (UTC+0) Enterprise News

Micron Strengthens Automotive Ecosystem Supply Through SCAs with Seven Companies Including Qualcomm

2026-07-17 07:15 (UTC+0) Enterprise News

Maxio Technology: H1 Net Profit Exceeds RMB 500 Million; Q2 Net Profit Surges Over 57 Times QoQ

2026-07-15 09:32 (UTC+0) Enterprise News

Phison Posts First-Half Revenue Exceeding TWD 100 Billion: Strong AI Inference Demand Drives Order Visibility to 2027

2026-07-10 10:00 (UTC+0) Enterprise News

Micron Boosts Domestic Investment with Pouring $250 Billion and Securing Critical Supply Chains

2026-07-10 09:12 (UTC+0) Enterprise News

ADATA: H1 Revenue Surpasses 2025 Full-Year Total as Market Supply-Demand Remains Tight

2026-07-08 10:43 (UTC+0) Enterprise News

Kioxia Commences Sample Shipments of 10th-Generation BiCS FLASH™ Devices

2026-07-03 08:41 (UTC+0) Enterprise News

SK Hynix Unveils 1100 Trillion Won Medium- to Long-Term Investment Strategy

2026-06-29 10:45 (UTC+0) Enterprise News

Samsung Unveils Industry's Fastest UFS 5.0, Mass Production Starts from Q4

2026-06-23 09:38 (UTC+0) Enterprise News

Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure

2026-06-23 08:27 (UTC+0) Enterprise News

KIOXIA Adds 4TB Model to PCIe 5.0 Consumer SSD Lineup, Shipping in Early July

2026-06-16 09:30 (UTC+0) Enterprise News

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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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