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CFMS | MemoryS
Q3 2026 Global Memory Market Review and Q4 Outlook
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
Sandisk Expands IoT Portfolio with New SANDISK iNAND CL EM181 Embedded Flash Drive
1 day ago
Enterprise News
Kioxia: 2027 Capacity Sold Out, Phased Capacity Expansion to Match AI Demand
2026-11-02 10:18 (UTC+0)
Enterprise News
Silicon Motion: 26Q3 Revenue Hits Record High for Fourth Consecutive Quarter; AI and Enterprise Storage to Drive Full-Year Revenue Doubling
2026-10-29 10:02 (UTC+0)
Enterprise News
CXMT: 3Q26 Net Profit Expected to Reach RMB 53.395-54.895 Billion, Turning Profitable YoY
2026-10-19 10:18 (UTC+0)
Enterprise News
SK hynix Unveils 3D FeNAND A-CiM Technology, Enabling AI Computing Directly Within NAND
2026-10-16 09:53 (UTC+0)
Enterprise News
Samsung Electronics 26Q3 Operating Profit Soars Nearly 8-Fold YoY, Surpassing KRW 100 Trillion for the First Time
2026-10-08 09:59 (UTC+0)
Enterprise News
CXMT Plans to Deploy 18 Billion Yuan of Over-Raised IPO Funds to Boost DRAM Equipment Procurement and Back-End Testing
2026-09-30 09:25 (UTC+0)
Enterprise News
SK hynix Presents 'New Spectrum' for AI Infrastructure
2026-09-18 09:38 (UTC+0)
Enterprise News
Micron Unveils the World's First Ultra-Dense Module for Next-Generation Servers, Volume Production Expected in 2H2027
2026-09-16 09:35 (UTC+0)
Enterprise News
Samsung Electronics Unveils V10 BV-NAND with Over 400 Layers and I/O Speeds Exceeding 4.8 Gbps
2026-09-01 10:02 (UTC+0)
Enterprise News
Kioxia to Expand 3D Flash Memory Production Capacity with the New Fab3 at Kitakami Plant
2026-08-27 10:19 (UTC+0)
Enterprise News
Sandisk Introduces SANDISK NAS SSDs, High-Endurance Storage for Prosumers and Small Businesses
2026-08-21 10:04 (UTC+0)
Enterprise News
SK hynix Invests 54 Trillion Won in Yongin Y2 and Cheongju M17 to Secure Mid-to-Long-Term Production Base for AI Memory Demand
2026-08-07 08:23 (UTC+0)
Enterprise News
Samsung Unveils Industry's First zHBM Concept Model and 400+ Layer V10 NAND, Defining Next-Gen 3D Memory
2026-08-05 10:29 (UTC+0)
Enterprise News
New 3D Flash Memory Technology from Kioxia and Sandisk Achieves Industry’s Highest Bit Density for QLC NAND
2026-08-05 09:21 (UTC+0)
Enterprise News
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8 hours ago
Seagate Launches FireCuda Forge Device
8 hours ago
SK hynix HBM4 Yield Reportedly Exceeds 70%
1 day ago
Samsung Electronics Reportedly Partnering with AMD to Develop Advanced Semiconductor Testing Infrastructure
1 day ago
Sandisk Expands IoT Portfolio with New SANDISK iNAND CL EM181 Embedded Flash Drive
1 day ago
AMD Unveils MEXT Memory Management Solution, Halving DRAM Usage Through AI
1 day ago
CoreWeave: Raises Full-Year Revenue Guidance, Capacity for Next Year Essentially Sold Out
1 day ago
AMD to Supply Fifth-Generation EPYC Server CPUs for Google Cloud TPU 8tx
2026-11-03 08:58 (UTC+0)
Raspberry Pi 5 and Compute Module 5 16GB Versions Officially Announced Price Increase Due to Insufficient DRAM Supply
2026-11-03 08:58 (UTC+0)
DeepSeek V5 Reportedly Plans to Use Ascend 950 for Training
2026-10-29 09:52 (UTC+0)
Microsoft CFO: 2027 Full-Year Capital Expenditures to Reach $170 Billion
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26Q4 DDR5 RDIMM contract prices rise 10%–15%; CFM raises November DDR5 quotes
Channel Consumer SSD and Embedded eMMC Prices Continued to Decline; Industry SSD/DRAM Modules and LPDDR Hold Steady
Channel SSD Prices Fall Broadly as Aggressive Cuts Weigh on Market
Nvidia’s HBM Strategy Shifts: Samsung, SK Hynix to Mass-Produce 8-Layer HBM4 at Scale in Q2 Next Year
NVIDIA's Jensen Huang: Unlikely to See DRAM Oversupply by 2029
SK Hynix Suspends Solidigm’s U.S. IPO Plans
Report: Samsung Xi’an and SK Hynix Dalian Advance NAND Production Line Upgrades