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CFMS | MemoryS
【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
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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3 hours ago
Nextorage Sub-Brand N/U Releases First Three Products
3 hours ago
TSMC 2nm Wafer Monthly Capacity Reportedly Expected to Reach 120,000 by Year-End
3 hours ago
Nanya Technology Accused of Infringing DRAM Patents Originally Owned by Intel
3 hours ago
ByteDance Subsidiary Reportedly Obtained Nvidia B200 GPUs Through Nscale
4 days ago
Samsung Completes 16GB LPDDR6 Validation on Snapdragon 8 Elite Extreme Gen 6, Achieving 10.7Gbps I/O Speed
4 days ago
Team Group Maintains View That Supply Could Tighten Further in H1 2027
4 days ago
YMTC Wins 3D NAND Patent Battle in Germany; Micron-Related Infringing Products Banned from Sale
4 days ago
BIWIN Plans 4.5 Billion Yuan Investment for Phase III of Wafer-Level Advanced Packaging and Testing Project
4 days ago
Synopsys and TSMC Deepen Partnership to Accelerate Advanced AI Chip Design
2026-09-18 09:58 (UTC+0)
Samsung Said to Launch Galaxy Z TriFold2 Ahead of Schedule
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US ITC Officially Institutes Section 337 Investigation into DRAM Devices and Downstream Products (III)
Notice of 2026 Mid-Autumn Festival Holiday
YMTC Wins 3D NAND Patent Battle in Germany; Micron-Related Infringing Products Banned from Sale
Holiday Looms: Memory Spot Market Stalls as Price Cuts Fail to Spark Demand
Solidigm Considers Building First U.S. NAND Flash Production Base Amid Surging AI Demand
Huawei AI Chips Accelerate: Ascend 960 Series to Launch Early with Doubled Performance
Shifting to a “Dual-Track” Model? Reports Indicate Samsung Electronics’ HBM Base Die Supply Strategy is Changing
