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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?

5 days ago Financial Analys

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

5 days ago Financial Analys

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

6 days ago 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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9 hours ago
Samsung Unveils zHBM, zNAND-O Concept Models and 400+ Layer V10 BV-NAND
1 day ago
CXMT Reportedly Plans New Plant in Beijing
1 day ago
CFM: Price Acceptance for Server eSSDs Diverges Among Customers; Q3 Price Hikes Across Vendors Range from 10% to 30%
1 day ago
SK hynix Unveils First HBF Standard Specifications with Sandisk
2 days ago
Samsung Foundry Reportedly Targets 100% Capacity Utilization in H2, Expected to Return to Profit in Q3
2 days ago
Xiaomi Raises Prices on Multiple Smartphone by RMB 300–500
2 days ago
MediaTek's First-Gen ASIC Enters Volume Production in Q4, Adopts Intel EMIB-T Advanced Packaging
2 days ago
Alibaba Launches Qwen3.8-Max Model
2 days ago
CXMT LPDDR6 Reportedly Nears Final R&D Validation, Mass Production Expected in H2
5 days ago
MediaTek Q2 Revenue Edges Up 1.2% YoY, Net Profit Falls 12.6% YoY

Hot News

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CFM: Soaring Memory Costs Suppress End-User Demand; Consumer-Grade NAND Market Faces Downward Pressure in Q4

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