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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

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

China’s Government Work Report Signals Multiple Opportunities, Boosting Storage Industry

2026-03-06 06:20 (UTC+0) Financial Analys

LG CNS Launches Modular Data Center "AI Box," Shortening Deployment Cycle to 6 Months

2026-03-05 10:34 (UTC+0) Financial Analys

Dell Technologies: Fiscal 2026 Performance Hits Record High, Strong Revenue Guidance for Next Quarter

2026-02-27 10:58 (UTC+0) Financial Analys

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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

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