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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
Kioxia Rides AI Boom to Record Profits: NAND Prices Double, Supply Shortage Expected to Persist Through 2027
2 hours ago
Financial Analys
Alibaba Cloud Accelerates Monetization: AI Revenue Breaks 35.8 Billion, Free Cash Flow Turns Negative--The 'Prosperity and Hidden Worries' Behind"
3 hours ago
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
Qualcomm: Revenues Record High, Performance Outlook Falls Short of Expectations Due to Memory Shortage
2026-02-05 09:55 (UTC+0)
Financial Analys
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3 hours ago
Kioxia Reports Record-High Revenue and Profit
3 hours ago
Samsung's Exynos 2700 Chip Reportedly Considers Dropping FOWLP Advanced Packaging Technology
3 hours ago
Kioxia Prepares for Listing ADS Representing its Common Shares on a U.S. Stock Exchange
3 hours ago
Samsung Reportedly Unveils New Products on July, Possibly Debuting Tri-Fold Phone and AI Glasses
1 day ago
Samsung Reportedly Begins Cutting Production to Prepare for Strike, Union Rejects Offer to Resume Talks
1 day ago
U.S. Reportedly Approves Export of Nvidia H200 Chips to Companies Including BAT
1 day ago
TSMC Achieves 98% Yield on CoWoS, Plans Annual Upgrades with More HBM Integration
1 day ago
Samsung Strike Losses Estimated at 30 Trillion Won; Restarting Production Lines After Walkout Could Take 2–3 Weeks
1 day ago
Apple and Intel Chip Manufacturing Agreement Reportedly Signed in December 2025, May Include M7 and A21 Chips
1 day ago
Kioxia Launches High-Performance PCIe Gen5 XG10 Series SSDs for PC OEMs
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Channel SSD and DDR UDIMM Prices Generally Decline Again This Week; LPDDR4X Turns from Stable to Downward Due to Weak Demand
CFM: Memory Manufacturer Raise DDR5 Price Expectations Again, with Further Expansion in Price Increases
Sandisk: Data Center Revenue Up More Than 6x, NAND Demand and Pricing Momentum to Continue
Notice of 2026 International Labour Day Holiday
Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3
Structural Divergence in Memory Spot Market: Industrial SSDs Steady with Moderate Gains; UDIMM,SODIMMs,and Channel SSDs Continue to See Downward Revisions
Operating Profit Quadruples, Investment Scale Significantly Increases; SK Hynix Expects This Price-Rise Cycle to Be Longer Than in the Past
