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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
PSMC to Hike Memory Foundry Quotes by 45% Starting July, New Capacity to Ramp in November
2026-07-15 10:06 (UTC+0)
Industry News
Maxio Technology: H1 Net Profit Exceeds RMB 500 Million; Q2 Net Profit Surges Over 57 Times QoQ
2026-07-15 09:32 (UTC+0)
Enterprise News
SK hynix Reportedly Accelerates Yongin Fab Rollout: Equipment Orders Underway, Trial Production Targeted for February Next Year
2026-07-14 10:19 (UTC+0)
Industry News
Rising Costs Lift DDR5 UDIMM Prices; DDR4 UDIMM Rebound on Retail Hikes
2026-07-14 09:18 (UTC+0)
Weekly Review
SK hynix Takes Early Lead in HBM4 Commercialization with Reported First Mass Shipments to NVIDIA
2026-07-13 10:09 (UTC+0)
Industry News
Samsung-Produced Tesla AI5 Chip Completes Tape-Out, Mass Production Scheduled for 2027
2026-07-13 10:08 (UTC+0)
Industry News
Nvidia CEO: Quarterly Revenue Nears $100 Billion as Growth Accelerates; Denies Delay of Rubin Ultra
2026-07-13 09:43 (UTC+0)
Industry News
Samsung Electronics to bring forward opening of 1st Yongin chip plant to 2029
2026-07-13 09:36 (UTC+0)
Industry News
Phison Posts First-Half Revenue Exceeding TWD 100 Billion: Strong AI Inference Demand Drives Order Visibility to 2027
2026-07-10 10:00 (UTC+0)
Enterprise News
Samsung and SK Hynix Face a Dilemma: To Adopt Hybrid Bonding for Next-Gen HBM?
2026-07-10 09:52 (UTC+0)
Industry News
Nanya Technology: Capacity Surges Nearly 70%, DRAM Shortage Seen Lasting Through 2028
2026-07-10 09:15 (UTC+0)
Industry News
Micron Boosts Domestic Investment with Pouring $250 Billion and Securing Critical Supply Chains
2026-07-10 09:12 (UTC+0)
Enterprise News
GigaDevice: Memory Chip Products See Volume and Price Growth, H1 Net Profit Expected to Surge by 1,099% YoY
2026-07-09 10:34 (UTC+0)
Industry News
Intel Unveils XBM Memory Patent Technology, Aiming at HBM4
2026-07-09 10:11 (UTC+0)
Industry News
Samsung Reportedly Delays Mass Production Plan for CXL 3.1 Memory Modules
2026-07-08 10:48 (UTC+0)
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1 day ago
Macronix July Revenue Breaks NT$7 Billion Barrier, Hits New Monthly Record
1 day 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
2 days ago
CoreWeave and Solidigm Sign Multi-Year Agreement to Strengthen Integrated AI Cloud Platform
2 days ago
SanDisk: Minimum Expected Revenue from Signed Agreements Stands at $93.9 Billion, with Actual Revenue Expected to Exceed This Amount
Hot News
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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