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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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Weekly Review
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
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
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3 days ago
Samsung Reportedly to Begin Initial Mass Production of 10nm 7th-Gen 1d DRAM by End of Next Year
3 days ago
Jeju Semiconductor's LPDDR5 Reportedly to Be Produced at SK hynix's Wuxi Plant
3 days ago
OpenAI Reportedly Spent $34 Billion Last Year, 2.6 Times Its Revenue
3 days ago
Intel's 18A‑P Process Enters Risk Production Phase
3 days ago
ENF Reportedly Supplies Key Semiconductor Material HF to SK hynix for the First Time
4 days ago
AMD Acquires MEXT to Alleviate Increasingly Prominent Memory Bottlenecks in Data Centers
4 days ago
Applied Materials Unveils Two "3D Scaling" Systems Tailored for High-Stack Memory Chip Production
4 days ago
NVIDIA to Raise $25 Billion in First Corporate Bond Sale in Five Years
4 days ago
FADU Reportedly Delays eSSD Controller Supply at Customer Request
4 days ago
Li Auto Unveils M100 SoC, Featuring 8 LPDDR5X Subsystems
Hot News
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Notice of 2026 Dragon Boat Festival Holiday
Apacer Launches GraTherX Thermal Solution, Reducing DDR5 Temperatures by Up to 23.4°C
Reports: SK Hynix May Supply HBM4E Samples as Early as This Month
375 Layers! SK Hynix to Mass-Produce Next-Gen NAND by Year-End
Prices of Low-Capacity DDR5 UDIMM See a Slight Rebound, but Quarter-End Performance Pressures May Cause Continued Market Volatility
Biwin Locks in Volume and Price with a $1.86 Billion Purchase of Enterprise Flash Chips
Samsung Electronics' Foundry Division Expected to Turn Profitable in Q3
