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CFM Report - Memory Industry Monthly Update - August 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

Huawei AI Chips Accelerate: Ascend 960 Series to Launch Early with Doubled Performance

1 day ago Industry News

Micron's First Assembly and Test Plant in India Set for Ramp-Up: Chip Capacity to Reach Hundreds of Millions of Units in 2027

1 day ago Industry News

Nebius Said to Raise Prices for its On-demand Compute Resources Starting October

1 day ago Industry News

Shifting to a “Dual-Track” Model? Reports Indicate Samsung Electronics’ HBM Base Die Supply Strategy is Changing

2 days ago Industry News

Samsung Shifts DDR5/SSD Production to Outsourcing, Focuses In-House Capacity on HBM

2 days ago Industry News

Intel Lip-Bu Tan Warns AI-fueled Memory Crunch to Deepen Next Year as Memory Prices Soar

2 days ago Industry News

Samsung Said to Consider Raising Galaxy S26 Prices in South Korea Next Month

4 days ago Industry News

CXMT Reportedly Launches Equipment Tender for New Shanghai Fab, Long-Term Total Capacity Expected to Reach 600,000 Wafers Per Month

2026-09-11 10:28 (UTC+0) Industry News

DeepSeek V4.1 Flash Officially Released, Reducing Demand for HBM and SSDs

2026-09-11 09:44 (UTC+0) Industry News

MediaTek's August Revenue Hits New High Again, Q3 Highly Likely to Exceed Targets

2026-09-11 09:42 (UTC+0) Industry News

SK hynix Labor and Management Reportedly Reach New Agreement with Higher Cash Portion in Performance Bonus

2026-09-10 09:40 (UTC+0) Industry News

Phison's August Revenue Hits New Record High! Memory May Not Be Available Now Even With Money

2026-09-10 09:35 (UTC+0) Industry News

Kioxia Denies Deeper Cooperation with SK Hynix, Adopts Price Stability Strategy to Safeguard AI Demand

2026-09-09 10:34 (UTC+0) Industry News

Samsung Taylor Fab Capacity Fully Booked Ahead of Trial Operation, Plant 2 Prep Accelerates

2026-09-08 09:51 (UTC+0) Industry News

Apple Reportedly Signs NAND LTA with Kioxia, May Have No Price Ceiling

2026-09-08 09:49 (UTC+0) Industry News

Price Center

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Newsflash

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22 hours ago
Samsung Said to Launch Galaxy Z TriFold2 Ahead of Schedule
23 hours ago
SK hynix Reportedly Unveils New Solutions Including PIM, HBF, and SALT-KV at AI Infra Summit
23 hours ago
AMD Reportedly Plans Price Increase for Products Amid TSMC Foundry Price Hikes in Q4
1 day ago
Micron's India Chip Output Reportedly Jumps to Hundreds of Millions in 2027
1 day ago
Nebius Said to Raise Prices for its On-demand Compute Resources Starting October
1 day ago
Intel's 14A Process Reportedly Moves Up to Trial Production in 1Q27
1 day ago
ADATA Reportedly Spends $125 Million to Build AI Computing Capacity in Malaysia
1 day ago
OpenAI Reportedly Targets $1.5 Trillion Valuation as it Weighs Pre-IPO Funding
2 days ago
Micron Unveils the World's First Ultra-Dense Module for Next-Generation Servers
2 days ago
Meta Reportedly Plans to Deploy Custom Chips in Data Centers in 2027

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Huawei AI Chips Accelerate: Ascend 960 Series to Launch Early with Doubled Performance

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