Samsung, SK Hynix HBM Exports Up 15% QoQ

Samsung and SK Hynix saw first‑quarter 2026 high‑bandwidth memory (HBM) exports rise 15% QoQ, driven by strong March shipments.
Samsung’s South Chungcheong HBM exports grew 19% QoQ, while SK Hynix’s North Chungcheong and Icheon shipments jumped 42% QoQ in March.
Regression analysis estimates HBM revenue rose 17% for Samsung and 16% for SK Hynix QoQ, beating Bernstein’s prior decline forecast.
Bernstein projects continued strong HBM demand and higher memory prices in Q2 2026, staying constructive on Samsung, SK Hynix and Micron.