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Digitimes September 28, 2026 By DIGITIMES positive

South Korea's HBM-linked exports surge as Taiwan, Malaysia emerge as high-value destinations

AI / LLMSemiconductorsMemoryManufacturingSupply ChainRegulation
<p class="P1" data-start="3797" data-end="4263">South Korea's exports of the customs category that carries high-bandwidth memory (HBM) are no longer a two-destination story. Unit-value data show that the chips going to Taiwan and Malaysia are worth several times more per kilogram than those shipped to Hong Kong, China, or Vietnam. That points to a two-tier trade, with premium stacked memory heading to advanced packaging lines and cheaper multichip parts going to transit hubs and lower-unit-value destinations.
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