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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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AMD: Q1 Data Center Revenue Surges 57% YoY, Ratio of CPU to GPU Gradually Approaching 1:1
4 days ago
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
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
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
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
ASML Announces Major Breakthrough in EUV Lithography, Potentially Boosting Chip Production Capacity by 50% by 2030
2026-02-24 02:37 (UTC+0)
Financial Analys
TuringEvo Partners with National Integrated Circuit Innovation Center to Deepen Full-Chain Collaboration in AI Chips
2026-02-14 04:03 (UTC+0)
Financial Analys
Global Memory Market Hits Record High, 4Q25 DRAM/NAND Flash Revenue Market Share Rankings Released
2026-02-13 08:05 (UTC+0)
Financial Analys
ADATA: January Consolidated Revenue Up 198.92% YoY, Annual Revenue Expecting for Double Growth
2026-02-05 11:03 (UTC+0)
Financial Analys
Qualcomm: Revenues Record High, Performance Outlook Falls Short of Expectations Due to Memory Shortage
2026-02-05 09:55 (UTC+0)
Financial Analys
SK hynix Announces 2Q25 Financial Results
2025-07-24 16:00 (UTC+0)
Financial Analys
Sandisk Reports Fiscal Third Quarter 2025 Financial Results
2025-05-09 09:16 (UTC+0)
Financial Analys
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1 day ago
MediaTek: April Revenue Hits NT$46.737 Billion, Down Both YoY and MoM
1 day ago
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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
