on 26-Feb-2026 25 February 2026 Global Memory Korea Memory Export Tracker (Jan): Samsung tracking better in both revenue & price Mark Li +852 2123 2645 mark.li@bernsteinsg.com Between Samsung & SK hynix, Samsung Jan HBM export grew QoQ and suggested decent QoQ growth for 1Q26 HBM revenue. Export from S. Chungcheong Province (where Samsung packages HBM) fell seasonally MoM but was up 55% QoQ (vs. Oct). Regression suggested 1Q26 HBM revenue to rise by 6% QoQ, but should the recent backend-loaded monthly seaso ...