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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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CXMT Quarterly Revenue Nears RMB 100 Billion; Net Profit Surges 113% QoQ
2026-08-31 11:03 (UTC+0)
Financial Analys
Tencent Q2 Revenue Tops RMB 200 Billion, Free Cash Flow Turns Negative Amid Heavy AI Investment
2026-08-12 10:13 (UTC+0)
Financial Analys
Longsys 1H26 Net Profit Soars 715x YoY, Enterprise Storage Revenue More Than Doubles
2026-08-11 08:50 (UTC+0)
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
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
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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
