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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
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Enterprise News
Weekly Review
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
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
SK hynix Unveils 3D FeNAND A-CiM Technology, Enabling AI Computing Directly Within NAND
2026-10-16 09:53 (UTC+0)
Enterprise News
Samsung Electronics 26Q3 Operating Profit Soars Nearly 8-Fold YoY, Surpassing KRW 100 Trillion for the First Time
2026-10-08 09:59 (UTC+0)
Enterprise News
CXMT Plans to Deploy 18 Billion Yuan of Over-Raised IPO Funds to Boost DRAM Equipment Procurement and Back-End Testing
2026-09-30 09:25 (UTC+0)
Enterprise News
SK hynix Presents 'New Spectrum' for AI Infrastructure
2026-09-18 09:38 (UTC+0)
Enterprise News
Micron Unveils the World's First Ultra-Dense Module for Next-Generation Servers, Volume Production Expected in 2H2027
2026-09-16 09:35 (UTC+0)
Enterprise News
Samsung Electronics Unveils V10 BV-NAND with Over 400 Layers and I/O Speeds Exceeding 4.8 Gbps
2026-09-01 10:02 (UTC+0)
Enterprise News
Kioxia to Expand 3D Flash Memory Production Capacity with the New Fab3 at Kitakami Plant
2026-08-27 10:19 (UTC+0)
Enterprise News
Sandisk Introduces SANDISK NAS SSDs, High-Endurance Storage for Prosumers and Small Businesses
2026-08-21 10:04 (UTC+0)
Enterprise News
SK hynix Invests 54 Trillion Won in Yongin Y2 and Cheongju M17 to Secure Mid-to-Long-Term Production Base for AI Memory Demand
2026-08-07 08:23 (UTC+0)
Enterprise News
Samsung Unveils Industry's First zHBM Concept Model and 400+ Layer V10 NAND, Defining Next-Gen 3D Memory
2026-08-05 10:29 (UTC+0)
Enterprise News
New 3D Flash Memory Technology from Kioxia and Sandisk Achieves Industry’s Highest Bit Density for QLC NAND
2026-08-05 09:21 (UTC+0)
Enterprise News
SK hynix Unveils First HBF Standard Specifications with Sandisk
2026-08-04 03:04 (UTC+0)
Enterprise News
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4 hours ago
Raspberry Pi 5 and Compute Module 5 16GB Versions Officially Announced Price Increase Due to Insufficient DRAM Supply
4 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
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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
