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Chips & Wafers
@ChipsandWafers
Reliable source for actionable semiconductor data. Let the data guide your decision making process. Now part of @SemiAnalysis_
가입 November 2024
88 팔로잉 중    10.3K 팬
Chips & Wafers@ChipsandWafers
2026.09.16 09:03
The trend continues. Korean HBM exports to Malaysia in August at ~$1.6B, up +467% YoY. Versus +32% YoY to Taiwan. $INTC #EMIB# $TSM #CoWoS#
Chips & Wafers@ChipsandWafers
2026.08.16 17:04
Korean HBM is increasingly headed to Malaysia vs. Taiwan: $INTC #EMIB# $TSM #CoWoS#
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