SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August
THE SO WHAT
When a memory giant that just tripled net profit commits ~$67B to shareholder returns, it’s signaling confidence that AI-driven demand is durable enough to fund both capex and cash-outs. For buyers of HBM and DRAM, this is a reminder to lock in multi-year supply and pricing assumptions—upstream isn’t planning for a short-lived spike.
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