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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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10 hours ago
Apple: Memory Supply Shortage Is a Crisis, Considering All Options
10 hours ago
Qualcomm and Transsion Reach Long-Term Patent License Agreement, Valid Through End of 2031
10 hours ago
Report: Standard iPhone 18 to Start Mass Production in Late November with Massive Component Stockpiles
10 hours ago
Longsys: Q3 Revenue Expected to Reach RMB 13.9–15.9 Billion, Up 112.76%–145.35% YoY
11 hours ago
SK hynix Unveils 3D FeNAND A-CiM Technology
11 hours ago
Phison's R&D Expenses in 2026 Expected to Exceed NT$50 Billion
11 hours ago
Institution: Global Smartphone Shipments Fell 20% YoY in 3Q26, with Increasingly Polarized Brand Competition
11 hours ago
ByteDance Said to Be in Talks to Buy MediaTek Data Center Chips
2 days ago
Marvell Unveils Second-generation Structera X, Industry-first Six-channel CXL 3.2 Memory Expanders
2 days ago
Samsung Electronics Reportedly Also Developing Next-Generation 4F² VCT DRAM
Hot News
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Apple CEO Responds to Memory Crisis: Evaluating All Options
Memory Module Prices Rise, While Low-Capacity eMMC Slips
Samsung Electronics Expands zNAND Product Line as NAND Flash Accelerates Toward Customization
Rising Wafer Foundry Cost Drives Up CPU Prices, Intel/Qualcomm/AMD Hike Prices in Succession
CFM：Q3 2026 Global Memory Market Review and Q4 Outlook
Notice of National Day Holiday
Kioxia Joins Applied Materials' EPIC Center to Co-Develop Next-Generation Advanced Memory Technology
