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CFM Report - Memory Industry Monthly Update - Apr 2026

Weekly Review

Structural Divergence in Memory Spot Market: Industrial SSDs Steady with Moderate Gains; UDIMM,SODIMMs,and Channel SSDs Continue to See Downward Revisions
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)

Retail trading prices of finished storage products continue to fall, channel SSD and UDIMM prices drop again
Retail trading prices of finished storage products continue to fall, channel SSD and UDIMM prices drop again

2026-04-21 10:41 (UTC+0)

Speculative Trading Disrupts the Spot Marke,Channel SSD, UDIMM and SODIMM Prices Generally See Subtle Declines
Speculative Trading Disrupts the Spot Marke,Channel SSD, UDIMM and SODIMM Prices Generally See Subtle Declines

2026-04-15 08:45 (UTC+0)

As trade selling pressure gradually fades and the market regains calm, the spot memory market has largely remained stable this week
As trade selling pressure gradually fades and the market regains calm, the spot memory market has largely remained stable this week

2026-04-07 10:38 (UTC+0)

Spot Market Inversion Worsens: Prices for Industrial Low-Capacity SSDs, DDR SODIMM, and LPDDR4X Products Increased This Week
Spot Market Inversion Worsens: Prices for Industrial Low-Capacity SSDs, DDR SODIMM, and LPDDR4X Products Increased This Week

2026-03-17 11:28 (UTC+0)

Renewed stockpiling by some channel customers has driven broad price hikes for channel SSDs and DDR UDIMM
Renewed stockpiling by some channel customers has driven broad price hikes for channel SSDs and DDR UDIMM

2026-03-10 11:16 (UTC+0)

As trading in the spot memory market gradually resumes, prices for eMMC and LPDDR4X have seen broad increases this week
As trading in the spot memory market gradually resumes, prices for eMMC and LPDDR4X have seen broad increases this week

2026-03-03 11:14 (UTC+0)

CFM Reports Latest DDR5 RDIMM Prices, Exceeding 100% Increase Compared to Last Quarter
CFM Reports Latest DDR5 RDIMM Prices, Exceeding 100% Increase Compared to Last Quarter

2026-02-10 09:39 (UTC+0)

A Few Orders Support Price Increases of LPDDR4X, Some OEM SSDs and Memory Modules; As Spring Festival Approaches, Overall Market Transaction Remains Sluggish
A Few Orders Support Price Increases of LPDDR4X, Some OEM SSDs and Memory Modules; As Spring Festival Approaches, Overall Market Transaction Remains Sluggish

2026-02-04 09:07 (UTC+0)

Persistent Supply Shortages Keep NAND Resource Costs Elevated, Driving Continued Price Increases Across OEM, Channel, and Embedded Products
Persistent Supply Shortages Keep NAND Resource Costs Elevated, Driving Continued Price Increases Across OEM, Channel, and Embedded Products

2026-01-28 10:25 (UTC+0)

Persistent Upstream NAND Price Hikes Prompt Memory Makers to Strengthen Cost Control, Driving Most Finished Product Prices to New Highs
Persistent Upstream NAND Price Hikes Prompt Memory Makers to Strengthen Cost Control, Driving Most Finished Product Prices to New Highs

2026-01-21 08:04 (UTC+0)

LPDDR4X Prices Surge Across the Board; Spot Memory Market Turns Cautious
LPDDR4X Prices Surge Across the Board; Spot Memory Market Turns Cautious

2026-01-14 09:08 (UTC+0)

Prices for both OEM SSD,channel SSD, and channel DDR Module have increased, some OEM PC accepting the new quarterly quotations
Prices for both OEM SSD,channel SSD, and channel DDR Module have increased, some OEM PC accepting the new quarterly quotations

2026-01-07 08:11 (UTC+0)

Prices of Finished memory Products remained high and consolidated, while prices of some Flash Wafers and DDR chips increased
Prices of Finished memory Products remained high and consolidated, while prices of some Flash Wafers and DDR chips increased

2025-12-30 12:35 (UTC+0)

Prices for most memory spot products remained firm this week, with only embedded memory prices climbing upward
Prices for most memory spot products remained firm this week, with only embedded memory prices climbing upward

2025-12-23 09:18 (UTC+0)

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