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The South Korean chipmaker also authorized 78.9 billion won for a supplier incentive fund as it faces pressure to share bumper AI-driven profits.
Samsung will return a record $80 billion to shareholders after profits surged on the AI boom, while also setting aside 78.9 billion won for suppliers.
Memory maker to repurchase and cancel treasury shares in one of Asia's largest-ever shareholder return programs, signaling confidence in the AI-driven HBM supercycle
SK Hynix announced plans to buy back and cancel approximately $28–29 billion of treasury shares, a scale of capital return with few precedents in Asian technology. The move underscores management's confidence in sustained high-bandwidth memory demand and marks a structural shift in Korean corporate governance toward shareholder value.
Beijing's flagship memory champion becomes the world's third-largest flash supplier while Google prepares to exit Pixel manufacturing in China by 2027, evidencing a two-way decoupling that is reshaping semiconductor pricing power.
YMTC's rise to third place in global NAND flash with a 14% share represents a durable structural shift in memory supply, threatening incumbent pricing discipline. Simultaneously, Google's reported plan to end Pixel production in China by 2027 illustrates that the decoupling is bidirectional, with Western OEMs relocating assembly as Chinese suppliers scale.
Commentary following SK Hynix and Samsung earnings has drawn attention to what their disclosures imply for Micron, whose shares recently bounced about 10% off their lows.