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Micron HBM supplier

Hanmi Semiconductor Just Posted a Record Quarter — the Filing’s Real Story Is That Its Biggest HBM Customer Switched From SK Hynix to Micron

2026-07-15 by Mr. Gat

Hanmi Semiconductor posted a record Q2 (₩180bn revenue, 47.9% margin). We read the filing line by line — the low base after Q1’s shock, and the quiet swap…

Categories Earnings & Filings Tags Besi, DART disclosure, Hanmi Semiconductor, HBM equipment, HBM4, hybrid bonding, Korea semiconductor equipment, Micron HBM supplier, picks and shovels, SK Hynix HBM, TC bonder, thermo-compression bonding Leave a comment

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