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CFMS | MemoryS
2025-2026 Global Memory Market Trend White Paper
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
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Weekly Review
Longsys: Q1 Revenue Grows 132.79% YoY, Returns to Net Profit
2026-04-28 09:26 (UTC+0)
Enterprise News
KIOXIA introduces new mainstream BG8 series SSDs for PC OEMs
2026-04-24 08:35 (UTC+0)
Enterprise News
Kioxia Unveils First BiCS8 QLC-based EG7 Series SSDs for PC OEMs
2026-04-22 01:59 (UTC+0)
Enterprise News
Samsung Reportedly Halts New Orders for Mobile DRAM LPDDR4 and LPDDR4X
2026-04-20 08:27 (UTC+0)
Enterprise News
Nanya Technology: Returns to Net Profit in Q1 2026, Double-Digit DRAM Price Increase Confirmed for Q2
2026-04-14 02:01 (UTC+0)
Enterprise News
Maxio Technology Plans Private Placement to Raise Up to 2.06 Billion Yuan for Memory Controller Chip Series Product R&D Project
2026-04-10 07:19 (UTC+0)
Enterprise News
Techwinsemi Expects 2026Q1 Net Profit of RMB 3.15 Billion–3.65 Billion, Swinging to Profit
2026-04-01 08:23 (UTC+0)
Enterprise News
Biwin Storage Secures $1.5 Billion Wafer Purchase Deal, Locking in Two-Year Supply
2026-03-25 08:56 (UTC+0)
Enterprise News
SK Hynix Invests ~12 Trillion Won in EUV Equipment to Strengthen AI Memory Market Position
2026-03-24 09:54 (UTC+0)
Enterprise News
Micron Technology Reports Second Quarter Fiscal 2026 Financial Results：DRAM and NAND Prices Surge 65% and 75% Respectively; FY2026 Capex Guidance Raised to Over $25 Billion
2026-03-19 10:05 (UTC+0)
Enterprise News
SK hynix to Showcase AI Memory Leadership at NVIDIA GTC 2026
2026-03-17 08:34 (UTC+0)
Enterprise News
Micron Completes $1.8 Billion Acquisition of PSMC’s P5 Wafer Fab to Strengthen AI Memory Portfolio
2026-03-16 02:36 (UTC+0)
Enterprise News
SK Hynix launches its first 1-cell LPDDR6 memory, offering 33% faster processing speeds
2026-03-10 06:38 (UTC+0)
Enterprise News
Phison: 2025Q4 Revenue Hits Record High, 2026 Jan-Feb Revenue Surges 180% YoY
2026-03-09 10:45 (UTC+0)
Enterprise News
Nanya Technology: February Consolidated Revenue Surges Nearly 6-Fold YoY, ASP Growth Expected to Continue Until Q2
2026-03-06 03:59 (UTC+0)
Enterprise News
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1 hour ago
Nanya Technology April 2026 Revenue NT$ 25,491 Million
1 hour ago
245TB Micron 6600 ION Data Center SSD Now Shipping
2 hours ago
AMD:Forecasts Gaming Revenue to Decline Over 20% in Second Half Compared to First Half
2 hours ago
Global Semiconductor Sales Increase 25% from Q4 2025 to Q1 2026
2 hours ago
Apple Removes Some High-RAM Mac Due to Memory Shortage
2 hours ago
Hon Hai: April Monthly and Cumulative Revenue Both Hit Record Highs
2 hours ago
Winbond: DDR4/LPDDR4 Structural Shortage to Continue Beyond 2028, Memory Prices Set to Rise Further
2 hours ago
Winbond Electronics: Q1 Net Profit Turns Profitable YoY, CMS Revenue Share Rises 12 Percentage Points MoM
2 hours ago
Apple Reportedly Considers Outsourcing Device Chip Production to Intel and Samsung
2 hours ago
AMD CEO: Ratio of CPU to GPU Gradually Approaching 1:1, Server CPU Market Expected to Grow over 35% Annually
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CFM: Memory Manufacturer Raise DDR5 Price Expectations Again, with Further Expansion in Price Increases
Sandisk: Data Center Revenue Up More Than 6x, NAND Demand and Pricing Momentum to Continue
Notice of 2026 International Labour Day Holiday
Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3
Structural Divergence in Memory Spot Market: Industrial SSDs Steady with Moderate Gains; UDIMM,SODIMMs,and Channel SSDs Continue to See Downward Revisions
Operating Profit Quadruples, Investment Scale Significantly Increases; SK Hynix Expects This Price-Rise Cycle to Be Longer Than in the Past
KIOXIA introduces new mainstream BG8 series SSDs for PC OEMs
