韩国存储芯片出口追踪（12 月）：环比走强，但不足以弥补 11 月的疲软-Korea Memory Export Tracker (Dec) Stronger MoM but insufficient to make up slow Nov
2026-01-20 03:19
on 19-Jan-2026 19 January 2026 We update our tracker with the Dec data as we find that the Korea export data is a good early indicator for Samsung's & SK hynix's HBM revenue in the same quarter. Details of our methodology can be found in our prior note. The dataset can be downloaded at this link. Samsung Dec HBM export grew MoM but not enough to meet our 4Q25 HBM revenue projection. Export from S. Chungcheong Province (where Samsung packages HBM) improved further MoM by 16% but still down 25% QoQ (vs. Sep), ...