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CFMS | MemoryS
【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
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
Apple and Intel Reach Preliminary Chip-Making Deal
2026-05-09 10:16 (UTC+0)
Industry News
AMD Unveils DGFS Super Compression Technology to Further Optimize Storage Efficiency
2026-05-08 10:00 (UTC+0)
Industry News
ADATA: Revenue Hits New High for Two Consecutive Months, Storage Prices Bullish with Expected Shortages Until 2027
2026-05-07 10:42 (UTC+0)
Industry News
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
CFM: Memory Manufacturer Raise DDR5 Price Expectations Again, with Further Expansion in Price Increases
2026-05-06 08:56 (UTC+0)
Industry News
Sandisk: Data Center Revenue Up More Than 6x, NAND Demand and Pricing Momentum to Continue
2026-05-01 06:43 (UTC+0)
Financial Analys
Notice of 2026 International Labour Day Holiday
2026-04-30 12:30 (UTC+0)
Industry News
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
Structural Divergence in Memory Spot Market: Industrial SSDs Steady with Moderate Gains; UDIMM,SODIMMs,and Channel SSDs Continue to See Downward Revisions
2026-04-29 09:47 (UTC+0)
Weekly Review
NVIDIA Launches Nemotron 3 Nano Omni: Open-Source Omni-Modal Model Supporting Millions of Tokens
2026-04-29 07:06 (UTC+0)
Industry News
Seagate: Net Profit Up 120% YoYear in Q3FY2026, Annual Revenue Growth Target Raised to at Least 20%
2026-04-29 07:04 (UTC+0)
Industry News
Longsys: Q1 Revenue Grows 132.79% YoY, Returns to Net Profit
2026-04-28 09:26 (UTC+0)
Enterprise News
Samsung Electronics Produces First Working Die on Sub-10nm DRAM Node
2026-04-28 09:25 (UTC+0)
Industry News
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
KIOXIA introduces new mainstream BG8 series SSDs for PC OEMs
2026-04-24 08:35 (UTC+0)
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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
1 day ago
CoreWeave and Solidigm Sign Multi-Year Agreement to Strengthen Integrated AI Cloud Platform
1 day ago
SanDisk: Minimum Expected Revenue from Signed Agreements Stands at $93.9 Billion, with Actual Revenue Expected to Exceed This Amount
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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
CFM: Soaring Memory Costs Suppress End-User Demand; Consumer-Grade NAND Market Faces Pressure in Q4
New 3D Flash Memory Technology from Kioxia and Sandisk Achieves Industry’s Highest Bit Density for QLC NAND
64GB eMMC Prices Fall Again This Week Amid Trading Market Inventory Backlog and Short-Term Digestion Challenges
CFM: Divergence in Server Customers' Price Acceptance for eSSDs; Q3 Price Hikes by Memory Original Manufacturers Range from 10% to 30%
SK hynix Unveils First HBF Standard Specifications with Sandisk
Samsung Electronics: 70% of Memory Capacity Locked by LTAs; HBM Shortfall Expected to Widen Further Next Year
