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◆ TESSARA JULY 23, 2026 The value of HBM into Taiwan has more than doubled $5.0B PER MONTH +29.3% MoM · +97.1% YoY Korea HBM-class IC export value to Taiwan, the feedstock for TSMC CoWoS advanced packaging. $0.0B $1.0B $2.0B $3.0B $4.0B $5.0B Prior peak $3.9B Breakout Jul '24 Mar '25 Oct '25 Jun '26 tessara.tech Source: Korea Customs Service

The value of HBM into Taiwan has more than doubled

The value of high bandwidth memory Korea ships to Taiwan has more than doubled in a year. It is the feedstock for TSMC CoWoS packaging, where HBM is stacked onto AI accelerators. Korean customs data tracks the pipeline that feeds advanced packaging.
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The value of HBM into Taiwan has more than doubled | Tessara