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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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SK hynix HBM4 Yield Reportedly Exceeds 70%
8 hours ago
Industry News
AMD MEXT Memory Management Solution Uses AI to "Lighten the Load" on Memory: DRAM Usage Halved, 99% of Performance Retained
1 day ago
Industry News
Apple: Memory Is the Biggest Cost Pressure and May Continue to Weigh on Gross Margin Growth Next Quarter
2026-11-03 08:59 (UTC+0)
Industry News
Nvidia’s HBM Strategy Shifts: Samsung, SK Hynix to Mass-Produce 8-Layer HBM4 at Scale in Q2 Next Year
2026-10-27 09:34 (UTC+0)
Industry News
NVIDIA's Jensen Huang: Unlikely to See DRAM Oversupply by 2029
2026-10-23 11:03 (UTC+0)
Industry News
SK Hynix Suspends Solidigm’s U.S. IPO Plans
2026-10-23 10:59 (UTC+0)
Industry News
Report: Samsung Xi’an and SK Hynix Dalian Advance NAND Production Line Upgrades
2026-10-21 10:55 (UTC+0)
Industry News
Samsung Foundry: 4nm Effectively Reaches Full Capacity, 5nm Steps Up Customer Acquisition, 2nm Negotiations Lagging
2026-10-21 10:25 (UTC+0)
Industry News
Apple CEO Responds to Memory Crisis: Evaluating All Options
2026-10-16 10:23 (UTC+0)
Industry News
Industry-first Six-channel CXL 3.2 Memory Expanders, Supporting Up to 9TB DDR4 or 6TB DDR5
2026-10-14 10:45 (UTC+0)
Industry News
Samsung Electronics Expands zNAND Product Line as NAND Flash Accelerates Toward Customization
2026-10-12 09:59 (UTC+0)
Industry News
Rising Wafer Foundry Cost Drives Up CPU Prices, Intel/Qualcomm/AMD Hike Prices in Succession
2026-10-12 09:58 (UTC+0)
Industry News
Meta Reportedly Unveils CRAM Memory Compression Solution, with Read-only Performance Approaching Native DRAM
2026-10-10 09:40 (UTC+0)
Industry News
CFM:Q3 2026 Global Memory Market Review and Q4 Outlook
2026-10-10 07:49 (UTC+0)
Industry News
MediaTek: 3Q26 Consolidated Revenue Hit a Record High of NT$168.058 Billion, Up 10.43% QoQ
2026-10-09 10:20 (UTC+0)
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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