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CFMS | MemoryS
【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
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
SK hynix Invests 54 Trillion Won in Yongin Y2 and Cheongju M17 to Secure Mid-to-Long-Term Production Base for AI Memory Demand
1 day ago
Enterprise News
Samsung Unveils Industry's First zHBM Concept Model and 400+ Layer V10 NAND, Defining Next-Gen 3D Memory
2 days ago
Enterprise News
New 3D Flash Memory Technology from Kioxia and Sandisk Achieves Industry’s Highest Bit Density for QLC NAND
3 days ago
Enterprise News
SK hynix Unveils First HBF Standard Specifications with Sandisk
4 days ago
Enterprise News
Kioxia Commences Sample Shipments of 9th-Generation BiCS FLASH™ 1Tb TLC Devices
2026-07-30 10:25 (UTC+0)
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
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Newsflash
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23 hours ago
Macronix July Revenue Breaks NT$7 Billion Barrier, Hits New Monthly Record
23 hours ago
Winbond Electronics: July Revenue Reached NT$26.773 Billion, Up 30% Month-on-Month
1 day ago
NVIDIA Reportedly Developing Technology to Let SSDs Serve as Extra VRAM
1 day ago
Winbond: Kaohsiung Module A Monthly Capacity to Expand to 24,000 Wafers, Module B Expansion Plan Initiated
1 day ago
Adata's July Revenue Hits Another Record High, Soaring 331.3% YoY
1 day ago
Adata: Memory Price Uptrend to Continue Through 1H27, DRAM Supply to Tighten Further in 2027
1 day ago
AMD Announces Acquisition of AI Inference Chip Startup Taalas
1 day ago
SK Hynix Invests $38 Billion to Build New DRAM and NAND Flash Facilities
2 days ago
CoreWeave and Solidigm Sign Multi-Year Agreement to Strengthen Integrated AI Cloud Platform
2 days ago
SanDisk: Minimum Expected Revenue from Signed Agreements Stands at $93.9 Billion, with Actual Revenue Expected to Exceed This Amount
Hot News
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SK hynix Invests 54 Trillion Won in Yongin Y2 and Cheongju M17 to Secure Mid-to-Long-Term Production Base for AI Memory Demand
CFM: Soaring Memory Costs Suppress End-User Demand; Consumer-Grade NAND Market Faces Pressure in Q4
New 3D Flash Memory Technology from Kioxia and Sandisk Achieves Industry’s Highest Bit Density for QLC NAND
64GB eMMC Prices Fall Again This Week Amid Trading Market Inventory Backlog and Short-Term Digestion Challenges
CFM: Divergence in Server Customers' Price Acceptance for eSSDs; Q3 Price Hikes by Memory Original Manufacturers Range from 10% to 30%
SK hynix Unveils First HBF Standard Specifications with Sandisk
Samsung Electronics: 70% of Memory Capacity Locked by LTAs; HBM Shortfall Expected to Widen Further Next Year
