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CFM Report - Memory Industry Monthly Update - August 2026
【CFM Research】Memory Prices to Rise Further in the Second Half of the Year

【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

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

Samsung: Memory Revenue Contribution Exceeds 50% for First Time, HBM4 Expected to Account for Over Half of Total HBM Sales from Q3

CXMT Reportedly Launches Equipment Tender for New Shanghai Fab, Long-Term Total Capacity Expected to Reach 600,000 Wafers Per Month

1 day ago Industry News

DeepSeek V4.1 Flash Officially Released, Reducing Demand for HBM and SSDs

1 day ago Industry News

MediaTek's August Revenue Hits New High Again, Q3 Highly Likely to Exceed Targets

1 day ago Industry News

SK hynix Labor and Management Reportedly Reach New Agreement with Higher Cash Portion in Performance Bonus

2 days ago Industry News

Phison's August Revenue Hits New Record High! Memory May Not Be Available Now Even With Money

2 days ago Industry News

Kioxia Denies Deeper Cooperation with SK Hynix, Adopts Price Stability Strategy to Safeguard AI Demand

3 days ago Industry News

Samsung Taylor Fab Capacity Fully Booked Ahead of Trial Operation, Plant 2 Prep Accelerates

4 days ago Industry News

Apple Reportedly Signs NAND LTA with Kioxia, May Have No Price Ceiling

4 days ago Industry News

YMTC Ranks 3rd Globally! NAND Flash Market Surges 73% QoQ in Q2 2026

5 days ago Industry News

SK hynix's 1c DRAM Reportedly Poised to Become Main Process Next Year

5 days ago Industry News

CFM：Global DRAM Market Share Rankings for Q2 2026

2026-09-04 10:48 (UTC+0) Industry News

Kioxia Reportedly Plans to Replace Some DRAM with Upgraded NAND

2026-09-04 10:02 (UTC+0) Industry News

SK hynix Reportedly Considers Accelerating Gwangju Investment Alongside Yongin Cluster Plans

2026-09-03 10:10 (UTC+0) Industry News

Micron Reportedly Explores Near-GPU NAND Flash Development to Boost AI Workload Performance

2026-09-03 10:08 (UTC+0) Industry News

GigaDevice: Memory Prices Still in Upcycle, DRAM Supply Tightness Unlikely to Ease Significantly in 2027

2026-09-02 09:26 (UTC+0) Industry News

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1 day ago
MediaTek's August Revenue Reaches Record High of NT$64.183 Billion, Q3 Expected to Exceed Targets
1 day ago
Huawei, Cambricon and Other Domestic AI Chipmakers Reportedly Raise Prices as HBM Costs Soar
1 day ago
CXMT Reportedly Launches Equipment Bidding Process for New Shanghai Plant
1 day ago
Nvidia Grace Blackwell Shipments Rise 27% MoM
1 day ago
DeepSeek V4.1 Flash Officially Released, Reducing Demand for HBM and SSDs Compared With Previous Generation
2 days ago
AMD: CPU Business Expected to Grow Over 80% Year-on-Year in the Second Half of This Year
2 days ago
SMI Earns ISO/SAE 21434 Automotive Cybersecurity Process Certification
2 days ago
TSMC's Phase 2 Expansion at Central Taiwan Science Park Reportedly to Begin Mass Production Successively Next Year
2 days ago
Phison's August Revenue Hits Historical High, Up 377% YoY to NT$28.276 Billion
2 days ago
SK hynix Labor and Management Reportedly Reach New Agreement

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CXMT Reportedly Launches Equipment Tender for New Shanghai Fab, Long-Term Total Capacity Expected to Reach 600,000 Wafers Per Month

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