SemiAnalysis(@SemiAnalysis_):ChipBook August data caught a +467% YoY jump in HBM exports from Korea to Malaysia, ~$3B in just two months. We attribute this primarily to Intel's advanced packaging capacity in Penang, with LinkedIn showing ~50 back-end job openings in Malaysia. Not an insignificant number. Exports to Taiwan slowed in return. Trade flows and job openings are starting to confirm customer shift. (2/3)

2026.09.21 22:40

ChipBook August data caught a +467% YoY jump in HBM exports from Korea to Malaysia, ~$3B in just two months. We attribute this primarily to Intel's advanced packaging capacity in Penang, with LinkedIn showing ~50 back-end job openings in Malaysia. Not an insignificant number. Exports to Taiwan slowed in return. Trade flows and job openings are starting to confirm customer shift. (2/3)