存储芯片出口追踪：三星 2025 年三季度 HBM 业务存在上行空间，SK 海力士则面临下行压力-Korea Memory Export Tracker Upside to Samsung's 3Q25 HBM, & Downside to SK hynix's
2025-10-29 02:52
on 28-Oct-2025 27 October 2025 Global Memory Korea Memory Export Tracker: Upside to Samsung's 3Q25 HBM, & Downside to SK hynix's Mark Li +852 2123 2645 mark.li@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com We find Korea export data is a good leading indicator of HBM revenue from Korean suppliers. With that & the availability of the September data, we find an upside risk to Samsung's 3Q25 HBM revenue but a downside risk to SK ...