Samsung Set to Overtake SK Hynix in HBM Revenue: What It Means for Memory Stocks

Posted on by Eben@CANSLIM Research

In a report tracking Korean memory exports for September and the question of HBM leadership, the analysis argues that while SK hynix staged a strong September recovery, Samsung improved far more across the quarter and has caught up in HBM share. The research uses Korean customs data on multichip memory exports to Taiwan and Malaysia as an early indicator of HBM revenue at Samsung Electronics (005930.KS) and SK hynix (000660.KS) in the same quarter.

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