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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
Micron Projects $50 Billion Revenue for June–August, 16 SCAs Lock $100 Billion Revenue, Supply Shortage to Persist Beyond 2027
5 days ago
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
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
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
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
LG CNS Launches Modular Data Center "AI Box," Shortening Deployment Cycle to 6 Months
2026-03-05 10:34 (UTC+0)
Financial Analys
Dell Technologies: Fiscal 2026 Performance Hits Record High, Strong Revenue Guidance for Next Quarter
2026-02-27 10:58 (UTC+0)
Financial Analys
ASML Announces Major Breakthrough in EUV Lithography, Potentially Boosting Chip Production Capacity by 50% by 2030
2026-02-24 02:37 (UTC+0)
Financial Analys
TuringEvo Partners with National Integrated Circuit Innovation Center to Deepen Full-Chain Collaboration in AI Chips
2026-02-14 04:03 (UTC+0)
Financial Analys
Global Memory Market Hits Record High, 4Q25 DRAM/NAND Flash Revenue Market Share Rankings Released
2026-02-13 08:05 (UTC+0)
Financial Analys
ADATA: January Consolidated Revenue Up 198.92% YoY, Annual Revenue Expecting for Double Growth
2026-02-05 11:03 (UTC+0)
Financial Analys
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22 hours ago
Samsung Unveils Its 2,655 Trillion Won Domestic Investment Plan in South Korea
22 hours ago
ASICLAND Announces Approx. $20.7 Million Cooperative Design Agreement with SK hynix for Next-Gen eSSD Controllers
22 hours ago
Applied Materials Unveils Series of 3D Manufacturing Equipment for AI Chips, Targeting HBM Stacking Processes
22 hours ago
Apple Said to Be Seeking U.S. Government Approval to Procure Chinese Memory Chips
22 hours ago
Samsung's Yongin Campus Construction Plans Reportedly Unchanged, Target Remains to Break Ground by Year-End
3 days ago
Lenovo IDG President Luca: Adequate Supply Secured, but Cost Hikes Unavoidable
3 days ago
TWSC Launches TC301 In-Car Flash Drive, Built with TLC NAND Flash
3 days ago
Samsung Group Reported to Announce 1,000 Trillion Won Decade-Long Investment Plan
3 days ago
Apple Raises Prices on iPad and Mac Series, iPhone Remains Unchanged
4 days ago
Kioxia Responds to Earthquake in Northeastern Japan
Hot News
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SK Hynix Unveils 1100 Trillion Won Medium- to Long-Term Investment Strategy
SK Hynix Plans to Build New NAND Fab in Cheongju
Memory Giants Spark "U.S. Listing Wave": SK Hynix Finalizes Ticker to Rush Nasdaq, Kioxia Announces ADR Issuance Timeline
NAND Prices Decline at the Trading End Amid Cash-Out Pressures, with slight price reductions for 512Gb TLC and 1Tb QLC wafers
Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
SK hynix shifts to commodity DRAM as margins top HBM, opening Samsung HBM chance
Samsung Convenes Global Strategy Meeting: Focuses on HBM Supply Strategy and Long-Term Agreements
