SK Hynix Unveils $45 Billion Shareholder Returns From AI Profits
THE SO WHAT
SK Hynix planning roughly $45B in shareholder returns off a seven-fold profit jump shows how much AI infra economics are accruing to memory vendors. If you’re a large AI buyer, this is your reminder to negotiate long-term memory supply and pricing now—before the next wave of capacity tightens the screws again.
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