Chips & Wafers(@ChipsandWafers):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

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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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