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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
Kioxia Denies Deeper Cooperation with SK Hynix, Adopts Price Stability Strategy to Safeguard AI Demand
17 hours ago
Industry News
Samsung Taylor Fab Capacity Fully Booked Ahead of Trial Operation, Plant 2 Prep Accelerates
1 day ago
Industry News
Apple Reportedly Signs NAND LTA with Kioxia, May Have No Price Ceiling
1 day ago
Industry News
YMTC Ranks 3rd Globally! NAND Flash Market Surges 73% QoQ in Q2 2026
2 days ago
Industry News
SK hynix's 1c DRAM Reportedly Poised to Become Main Process Next Year
2 days ago
Industry News
CFM：Global DRAM Market Share Rankings for Q2 2026
5 days ago
Industry News
Kioxia Reportedly Plans to Replace Some DRAM with Upgraded NAND
5 days ago
Industry News
SK hynix Reportedly Considers Accelerating Gwangju Investment Alongside Yongin Cluster Plans
6 days ago
Industry News
Micron Reportedly Explores Near-GPU NAND Flash Development to Boost AI Workload Performance
6 days ago
Industry News
GigaDevice: Memory Prices Still in Upcycle, DRAM Supply Tightness Unlikely to Ease Significantly in 2027
2026-09-02 09:26 (UTC+0)
Industry News
YMTC Plans to Raise 33 Billion Yuan in STAR Market IPO; Q1 2026 Revenue Already Reaches 74% of Full-Year 2025
2026-08-24 10:33 (UTC+0)
Industry News
Micron Warns: AI 'Memory Wall' Is Intensifying, HBM Becomes Key Bottleneck
2026-08-24 10:28 (UTC+0)
Industry News
Nvidia Reportedly Rises Over 15% on AI Server Amid Surging Memory Costs
2026-08-24 09:49 (UTC+0)
Industry News
FADU: Memory Shortage Unlikely to See Notable Improvement in Short Term, Gen6 Shipping in 2H, Gen7 Sampling in 2028
2026-08-21 10:02 (UTC+0)
Industry News
AMD: Rack-Scale AI Energy-Efficiency to Increase 4x in Two Years, Targeting 20x by 2030
2026-08-20 10:13 (UTC+0)
Industry News
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17 hours ago
Kioxia CEO Rules Out Deeper Cooperation with SK Hynix, Vows to Curb Further Chip Price Surges
17 hours ago
NVIDIA Reportedly Plans to Switch Rubin Ultra to 8-High HBM
17 hours ago
Samsung Electronics Reportedly Establishes Advanced Packaging R&D Base in Yokohama, Japan
1 day ago
Samsung Taylor Fab Reportedly Fully Booked Ahead of Trial Operation
1 day ago
Malaysia Reportedly Considering Using Huawei chips for AI projects
1 day ago
Apple Reportedly Signs NAND LTA with Kioxia
1 day ago
Xiaomi Unveils First "Mid-Fold" Phone, Debuts LPDDR6 Memory
1 day ago
Intel ReportedlySet to Raise CPU Prices by Another 10% in October
2 days ago
DeepSeek Reportedly to Procure 160,000 Huawei Ascend 950DT Chips for Inference
2 days ago
SK hynix Reportedly Ramping Up 1c DRAM Share Significantly, with First Application in HBM4E
Hot News
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Kioxia Denies Deeper Cooperation with SK Hynix, Adopts Price Stability Strategy to Safeguard AI Demand
YMTC Ranks 3rd Globally! NAND Flash Market Surges 73% QoQ in Q2 2026
CFM：Global DRAM Market Share Rankings for Q2 2026
Memory Spot Market Sees "Stable Prices, Shrinking Volumes" Under Weak Demand; Sell Pressure on Memory Vendors Continues to Mount
CXMT Quarterly Revenue Nears RMB 100 Billion; Net Profit Surges 113% QoQ
Kioxia to Expand 3D Flash Memory Production Capacity with the New Fab3 at Kitakami Plant
YMTC Plans to Raise 33 Billion Yuan in STAR Market IPO; Q1 2026 Revenue Already Reaches 74% of Full-Year 2025
