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CFMS | MemoryS
2025-2026 Global Memory Market Trend White Paper
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 Rides AI Boom to Record Profits: NAND Prices Double, Supply Shortage Expected to Persist Through 2027
1 hour ago
Financial Analys
Alibaba Cloud Accelerates Monetization: AI Revenue Breaks 35.8 Billion, Free Cash Flow Turns Negative--The 'Prosperity and Hidden Worries' Behind"
2 hours ago
Financial Analys
Samsung Reportedly Activates Emergency Management System for Semiconductor Production Lines
2 hours ago
Industry News
Samsung Strike Losses Estimated at 30 Trillion Won; Restarting Production Lines After Walkout Could Take 2–3 Weeks
1 day ago
Industry News
Kioxia Launches High-Performance PCIe Gen5 XG10 Series SSDs for PC OEMs
1 day ago
Enterprise News
Channel SSD and DDR UDIMM Prices Generally Decline Again This Week; LPDDR4X Turns from Stable to Downward Due to Weak Demand
2 days ago
Weekly Review
Samsung Labor Negotiations Break Down; Union Said to Proceed with Planned General Strike
2 days ago
Industry News
SK hynix Reportedly Adopts Intel's EMIB Technology for 2.5D Packaging R&D
3 days ago
Industry News
SMI CEO Wallace. Kou: NAND Flash Could Face Shortages Through 2028, Memory Prices Expected to Keep Rising in 2026H2
4 days ago
Industry News
NVIDIA's Vera Rubin Platform Reportedly to Enter Mass Production in Second Half of 2026
4 days ago
Industry News
Qualcomm's New Mobile SoC to Ship in Devices in 2026H2, Enhancing User Experience for Entry-Level and Mid-Range Models
6 days ago
Industry News
Transcend's Chung-Won Shu: DRAM and NAND Flash May Remain in Short Supply Until 2028
6 days ago
Industry News
Apple and Intel Reach Preliminary Chip-Making Deal
6 days ago
Industry News
AMD Unveils DGFS Super Compression Technology to Further Optimize Storage Efficiency
2026-05-08 10:00 (UTC+0)
Industry News
ADATA: Revenue Hits New High for Two Consecutive Months, Storage Prices Bullish with Expected Shortages Until 2027
2026-05-07 10:42 (UTC+0)
Industry News
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2 hours ago
Kioxia Reports Record-High Revenue and Profit
2 hours ago
Samsung's Exynos 2700 Chip Reportedly Considers Dropping FOWLP Advanced Packaging Technology
2 hours ago
Kioxia Prepares for Listing ADS Representing its Common Shares on a U.S. Stock Exchange
2 hours ago
Samsung Reportedly Unveils New Products on July, Possibly Debuting Tri-Fold Phone and AI Glasses
1 day ago
Samsung Reportedly Begins Cutting Production to Prepare for Strike, Union Rejects Offer to Resume Talks
1 day ago
U.S. Reportedly Approves Export of Nvidia H200 Chips to Companies Including BAT
1 day ago
TSMC Achieves 98% Yield on CoWoS, Plans Annual Upgrades with More HBM Integration
1 day ago
Samsung Strike Losses Estimated at 30 Trillion Won; Restarting Production Lines After Walkout Could Take 2–3 Weeks
1 day ago
Apple and Intel Chip Manufacturing Agreement Reportedly Signed in December 2025, May Include M7 and A21 Chips
1 day ago
Kioxia Launches High-Performance PCIe Gen5 XG10 Series SSDs for PC OEMs
Hot News
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Channel SSD and DDR UDIMM Prices Generally Decline Again This Week; LPDDR4X Turns from Stable to Downward Due to Weak Demand
CFM: Memory Manufacturer Raise DDR5 Price Expectations Again, with Further Expansion in Price Increases
Sandisk: Data Center Revenue Up More Than 6x, NAND Demand and Pricing Momentum to Continue
Notice of 2026 International Labour Day Holiday
Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3
Structural Divergence in Memory Spot Market: Industrial SSDs Steady with Moderate Gains; UDIMM,SODIMMs,and Channel SSDs Continue to See Downward Revisions
Operating Profit Quadruples, Investment Scale Significantly Increases; SK Hynix Expects This Price-Rise Cycle to Be Longer Than in the Past
