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Digitimes November 12, 2026 By DIGITIMES negative

South Korea’s HBM demand drives 54% surge in Taiwan glass fiber exports

AI / LLMMemoryManufacturingSupply ChainRegulation
Taiwan’s glass fiber exports to South Korea rose 54.0% year-over-year in the first nine months of 2026 as demand for high-bandwidth memory (HBM) and advanced packaging expanded. South Korea has also become Taiwan’s largest trade deficit partner, with Taiwan’s deficit reaching US$59.37 billion in the first 10 months of 2026, more than double its US$25.39 billion deficit with Japan.
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