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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

AI Demand Drives TSMC to Accelerate Capacity Expansion: Five 2nm Fabs to Ramp Up This Year, Wafer Capacity Expected to Reach 120,000 by Year-End

3 hours ago Industry News

US ITC Officially Institutes Section 337 Investigation into DRAM Devices and Downstream Products (III)

4 days ago Industry News

Notice of 2026 Mid-Autumn Festival Holiday

4 days ago Industry News

YMTC Wins 3D NAND Patent Battle in Germany; Micron-Related Infringing Products Banned from Sale

4 days ago Industry News

Solidigm Considers Building First U.S. NAND Flash Production Base Amid Surging AI Demand

2026-09-20 08:32 (UTC+0) Industry News

Huawei AI Chips Accelerate: Ascend 960 Series to Launch Early with Doubled Performance

2026-09-17 10:31 (UTC+0) Industry News

Micron's First Assembly and Test Plant in India Set for Ramp-Up: Chip Capacity to Reach Hundreds of Millions of Units in 2027

2026-09-17 09:34 (UTC+0) Industry News

Nebius Said to Raise Prices for its On-demand Compute Resources Starting October

2026-09-17 09:32 (UTC+0) Industry News

Shifting to a “Dual-Track” Model? Reports Indicate Samsung Electronics’ HBM Base Die Supply Strategy is Changing

2026-09-16 09:50 (UTC+0) Industry News

Samsung Shifts DDR5/SSD Production to Outsourcing, Focuses In-House Capacity on HBM

2026-09-16 09:43 (UTC+0) Industry News

Intel Lip-Bu Tan Warns AI-fueled Memory Crunch to Deepen Next Year as Memory Prices Soar

2026-09-16 09:36 (UTC+0) Industry News

Samsung Said to Consider Raising Galaxy S26 Prices in South Korea Next Month

2026-09-14 09:24 (UTC+0) Industry News

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

2026-09-11 10:28 (UTC+0) Industry News

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

2026-09-11 09:44 (UTC+0) Industry News

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

2026-09-11 09:42 (UTC+0) Industry News

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Newsflash

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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)

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