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CFM Report - Memory Industry Monthly Update - August 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

CXMT Quarterly Revenue Nears RMB 100 Billion; Net Profit Surges 113% QoQ

2026-08-31 11:03 (UTC+0) Financial Analys

Tencent Q2 Revenue Tops RMB 200 Billion, Free Cash Flow Turns Negative Amid Heavy AI Investment

2026-08-12 10:13 (UTC+0) Financial Analys

Longsys 1H26 Net Profit Soars 715x YoY, Enterprise Storage Revenue More Than Doubles

2026-08-11 08:50 (UTC+0) Financial Analys

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

2026-07-31 10:46 (UTC+0) Financial Analys

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

2026-07-31 10:36 (UTC+0) Financial Analys

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

2026-07-30 10:38 (UTC+0) Financial Analys

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

2026-07-29 10:20 (UTC+0) Financial Analys

Micron Projects $50 Billion Revenue for June–August, 16 SCAs Lock $100 Billion Revenue, Supply Shortage to Persist Beyond 2027

2026-06-25 06:38 (UTC+0) Financial Analys

Kioxia Rides AI Boom to Record Profits: NAND Prices Double, Supply Shortage Expected to Persist Through 2027

2026-05-15 10:34 (UTC+0) Financial Analys

Alibaba Cloud Accelerates Monetization: AI Revenue Breaks 35.8 Billion, Free Cash Flow Turns Negative--The 'Prosperity and Hidden Worries' Behind"

2026-05-15 10:16 (UTC+0) Financial Analys

AMD: Q1 Data Center Revenue Surges 57% YoY, Ratio of CPU to GPU Gradually Approaching 1:1

2026-05-06 10:41 (UTC+0) Financial Analys

Sandisk: Data Center Revenue Up More Than 6x, NAND Demand and Pricing Momentum to Continue

2026-05-01 06:43 (UTC+0) Financial Analys
Sandisk: Data Center Revenue Up More Than 6x, NAND Demand and Pricing Momentum to Continue

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

2026-04-30 09:11 (UTC+0) Financial Analys
Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3

Operating Profit Quadruples, Investment Scale Significantly Increases; SK Hynix Expects This Price-Rise Cycle to Be Longer Than in the Past

2026-04-24 10:05 (UTC+0) Financial Analys
Operating Profit Quadruples, Investment Scale Significantly Increases; SK Hynix Expects This Price-Rise Cycle to Be Longer Than in the Past

Jensen Huang told DRAM manufacturers: Nvidia will use as much capacity as they expand

2026-03-09 09:16 (UTC+0) Financial Analys

Price Center

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Newsflash

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2 days ago
Samsung Said to Launch Galaxy Z TriFold2 Ahead of Schedule
2 days ago
SK hynix Reportedly Unveils New Solutions Including PIM, HBF, and SALT-KV at AI Infra Summit
2 days ago
AMD Reportedly Plans Price Increase for Products Amid TSMC Foundry Price Hikes in Q4
3 days ago
Micron's India Chip Output Reportedly Jumps to Hundreds of Millions in 2027
3 days ago
Nebius Said to Raise Prices for its On-demand Compute Resources Starting October
3 days ago
Intel's 14A Process Reportedly Moves Up to Trial Production in 1Q27
3 days ago
ADATA Reportedly Spends $125 Million to Build AI Computing Capacity in Malaysia
3 days ago
OpenAI Reportedly Targets $1.5 Trillion Valuation as it Weighs Pre-IPO Funding
4 days ago
Micron Unveils the World's First Ultra-Dense Module for Next-Generation Servers
4 days ago
Meta Reportedly Plans to Deploy Custom Chips in Data Centers in 2027

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Solidigm Considers Building First U.S. NAND Flash Production Base Amid Surging AI Demand

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