SK Hynix’s HBM exports plummet, now susceptible to seasonal demand

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SK Hynix’s HBM exports plummet, now susceptible to seasonal demand - Korea Economic Daily

Quick Summary:

In the first quarter, however, HBM sales will decline from the previous quarter, weighed down by tightened US trade restrictions on China.”KED Aicel data showed January MCP exports from Samsung Electronics Co.'s chip plants in Pyeongtaek, Yongin, Suwon, Choenan and Asan dropped 62.3% from the previous month.

CHIP EXPORTS TO TSMC CUT IN HALFKED Aicel data showed Korea’s MCP exports to Taiwan, home to the world’s top foundry or contract chipmaker Taiwan Semiconductor Manufacturing Co.(TSMC), stood at $994 million in January – the lowest value since May 2024.

HBM chips, used in AI-focused graphics processing units, are typically sent to Taiwan’s TSMC for packaging before moving to final clients such as Nvidia Corp.“The sharp decline in January MCP exports shows that AI chips are now being affected by seasonality,” said a chip industry official.