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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

Nanya Technology: DRAM Supply Gap to Extend Until End of Next Year, New Fab to Begin Mass Production Next Year

2026-05-21 08:02 (UTC+0) Industry News

Samsung's Largest-Ever Strike Begins Tomorrow! Fabs Forced to "Slow Down" Preemptively to Protect Themselves

2026-05-20 10:54 (UTC+0) Industry News

NVIDIA Vera CPU Begins Delivery: 1.5TB of System Memory, Poised to Reshape the DRAM Supply Chain

2026-05-20 10:51 (UTC+0) Industry News

Adding This Week: LPDDR5X, Industry 8GB/16GB DDR5 SODIMM, and Channel 8GB DDR5 UDIMM Quotes

2026-05-20 07:56 (UTC+0) Weekly Review
Adding This Week: LPDDR5X, Industry 8GB/16GB DDR5 SODIMM, and Channel 8GB DDR5 UDIMM Quotes

Western Digital Launches Industry's First Post-Quantum Cryptography Hard Drives to Protect Device-Level Trust

2026-05-19 10:40 (UTC+0) Industry News

Notice of adding DDR5 UDIMM, SODIMM, and LPDDR5X Products quotations

2026-05-18 10:23 (UTC+0) Industry News

Samsung Reportedly Improves Yield of DRAM for HBM3E and HBM4

2026-05-18 10:04 (UTC+0) Industry News

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

Samsung Reportedly Activates Emergency Management System for Semiconductor Production Lines

2026-05-15 10:02 (UTC+0) Industry News

Samsung Strike Losses Estimated at 30 Trillion Won; Restarting Production Lines After Walkout Could Take 2–3 Weeks

2026-05-14 10:31 (UTC+0) Industry News

Kioxia Launches High-Performance PCIe Gen5 XG10 Series SSDs for PC OEMs

2026-05-14 10:30 (UTC+0) Enterprise News

Channel SSD and DDR UDIMM Prices Generally Decline Again This Week; LPDDR4X Turns from Stable to Downward Due to Weak Demand

2026-05-13 09:22 (UTC+0) Weekly Review
Channel SSD and DDR UDIMM Prices Generally Decline Again This Week; LPDDR4X Turns from Stable to Downward Due to Weak Demand

Samsung Labor Negotiations Break Down; Union Said to Proceed with Planned General Strike

2026-05-13 08:40 (UTC+0) Industry News

SK hynix Reportedly Adopts Intel's EMIB Technology for 2.5D Packaging R&D

2026-05-12 06:56 (UTC+0) Industry News

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Newsflash

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1 day ago
Micron: The 'Memory Wall' Limiting AI Performance May Worsen
1 day ago
SK Hynix Reaffirms: Mass Production of 12-Layer HBM4 Underway, 16-Layer Product Enters Qualification Phase
1 day ago
U.S. May Allow Apple to Source Memory Chips from CXMT and YMTC
1 day ago
XPeng's Robotics Business Raises Over $900 Million in First Funding Round
1 day ago
Samsung Reportedly Ramps Up Investment in China NAND Production Facility
1 day ago
Institution: Global Smartphone Market to Fall 14% in 2026 as Samsung is Expected to Retake No. 1 Position
1 day ago
Samsung Electronics Reportedly Prioritizes Yield and Efficiency Over Volume Growth, DRAM Production Ramp Slower Than Expected
1 day ago
Nvidia Reportedly Rises Over 15% on AI Server
4 days ago
Sandisk Introduces Two New NAS SSDs, High-Endurance Storage for Prosumers and Small Businesses
4 days ago
Transcend Launches Full Series of DDR5-7200 Industrial-Grade Memory Modules

Hot News

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YMTC Plans to Raise 33 Billion Yuan in STAR Market IPO; Q1 2026 Revenue Already Reaches 74% of Full-Year 2025

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