全球存储技术_7 月出口强劲，HBM4 订单推进中，第三季度指引核查-Global Memory Tech_ Weekly theme_ strong July exports, HBM4 order in progress, 3Q guidance check

Accessible version Global Memory Tech Weekly theme: strong July exports, HBM4 order in progress, 3Q guidance check Industry Overview Positive implications of July export increase Korea's semiconductor export growth rate strongly recovered in July (+32% YoY vs +11% on average during Jan-Jun). The absolute amount (US$15bn) was also close to record- high (2024-1H25 month average: US$12bn). Key contributors should be not only 12-hi HBM3e (Hynix's massive shipment, Samsung's ramp-up) but also commodity memory (c ...