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CFM Report - Memory Industry Monthly Update - July 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

Tencent Q2 Revenue Tops RMB 200 Billion, Free Cash Flow Turns Negative Amid Heavy AI Investment

2 days ago Financial Analys

Longsys 1H26 Net Profit Soars 715x YoY, Enterprise Storage Revenue More Than Doubles

3 days ago Financial Analys

Unpacking Apple's 3QFY26 Results: Robust Hardware Demand Masks Lingering Risks — AI Capacity Crunch and Memory Inflation. Can the Strong Run Last?

2026-07-31 10:46 (UTC+0) Financial Analys

Kioxia's Quarterly Net Income Soars Nearly 47-Fold, Sticking to 'Price and Profit First' and Rejecting Blind Production Expansion

2026-07-31 10:36 (UTC+0) Financial Analys

Samsung Electronics: 70% of Memory Capacity Locked by LTAs; HBM Shortfall Expected to Widen Further Next Year

2026-07-30 10:38 (UTC+0) Financial Analys

SK Hynix: Long-Term AI Infrastructure Investment Remains Steady; DRAM ASP Growth Expected in H2

2026-07-29 10:20 (UTC+0) Financial Analys

Micron Projects $50 Billion Revenue for June–August, 16 SCAs Lock $100 Billion Revenue, Supply Shortage to Persist Beyond 2027

2026-06-25 06:38 (UTC+0) Financial Analys

Kioxia Rides AI Boom to Record Profits: NAND Prices Double, Supply Shortage Expected to Persist Through 2027

2026-05-15 10:34 (UTC+0) Financial Analys

Alibaba Cloud Accelerates Monetization: AI Revenue Breaks 35.8 Billion, Free Cash Flow Turns Negative--The 'Prosperity and Hidden Worries' Behind"

2026-05-15 10:16 (UTC+0) Financial Analys

AMD: Q1 Data Center Revenue Surges 57% YoY, Ratio of CPU to GPU Gradually Approaching 1:1

2026-05-06 10:41 (UTC+0) Financial Analys

Sandisk: Data Center Revenue Up More Than 6x, NAND Demand and Pricing Momentum to Continue

2026-05-01 06:43 (UTC+0) Financial Analys
Sandisk: Data Center Revenue Up More Than 6x, NAND Demand and Pricing Momentum to Continue

Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3

2026-04-30 09:11 (UTC+0) Financial Analys
Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3

Operating Profit Quadruples, Investment Scale Significantly Increases; SK Hynix Expects This Price-Rise Cycle to Be Longer Than in the Past

2026-04-24 10:05 (UTC+0) Financial Analys
Operating Profit Quadruples, Investment Scale Significantly Increases; SK Hynix Expects This Price-Rise Cycle to Be Longer Than in the Past

Jensen Huang told DRAM manufacturers: Nvidia will use as much capacity as they expand

2026-03-09 09:16 (UTC+0) Financial Analys

China’s Government Work Report Signals Multiple Opportunities, Boosting Storage Industry

2026-03-06 06:20 (UTC+0) Financial Analys

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Newsflash

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1 hour ago
Samsung Reportedly Plans to Change Use of DRAM Production Line at Giheung New Plant
1 hour ago
LG and NVIDIA Sign MOU, Next-Generation Humanoid Robot to Launch in 1Q27
1 hour ago
Sandisk Announces FY2028–2030 Financial Targets, Pledges 100% of Excess Cash Back to Shareholders
2 days ago
Tencent Q2 Revenue Rises 11% YoY to RMB 204.79 Billion, Capital Expenditure Jumps 65% QoQ
2 days ago
Samsung Reportedly Introduces Claude Model to Boost Efficiency in Semiconductor Development and Verification
2 days ago
Samsung Reportedly Plans to Apply High-NA EUV Technology to 1nm Process Mass Production
2 days ago
Nvidia Reportedly Plans Late Fall Release for Trillion-Parameter AI Model Nemotron 4
3 days ago
SK hynix Reportedly Becomes Largest Shareholder of Japan's Kioxia
3 days ago
SK hynix Reportedly Advancing EUV Process, Begins Introducing New Material PSM
3 days ago
Longsys Q2 Revenue Up 43.1% QoQ, H1 Net Profit Soars 71,528% YoY

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Sandisk Announces FY2028–2030 Financial Targets, Pledges 100% of Excess Cash Back to Shareholders

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