Samsung’s Record $80 Billion Return Fails to Lift Shares; KOSPI Slumps
SEOUL — Samsung Electronics announced on Aug. 20 the largest shareholder-return program in Korean corporate history: up to $80 billion in buybacks and dividends, a figure the company framed as…
Micron Says Memory Capacity Is Booked Through 2028
The order book tells the story. Micron Technology Inc., one of only three companies in the world that make high-bandwidth memory, said its production capacity is now reserved through 2028,…
SK Hynix Weighs Its First Chip Factory in Japan, a Bet on AI Memory Demand
SK Hynix is considering building a memory chip factory in Japan, with investment that could reach several trillion Korean won, according to the Hankyoreh, a South Korean newspaper that reported…
SK Hynix to Pay 60% of Bonuses in Stock
SK Hynix employees are about to become shareholders, whether they planned to or not, in one of the clearest signs yet that South Korea’s chip giants are adopting the capital…
Samsung Plans Over $72 Billion Shareholder Return Program
For decades, investors in Samsung Electronics groused about the same thing: the company hoarded cash, paid modest dividends and seemed allergic to the kind of buybacks that U.S. tech giants…
SK Hynix Unveils $28.6 Billion Buyback as AI Memory Boom Faces a Test
The announcement landed at 8 a.m. in Seoul, before the market opened, and for a few hours it worked. SK Hynix said Wednesday it would buy back and cancel about…
Samsung Weighs Moving Memory Packaging to Vietnam to Make Room for HBM
SEOUL — Samsung Electronics is evaluating a shift that would redraw its memory manufacturing map: moving DRAM and NAND packaging lines from its Cheonan and Onyang plants in South Korea…
SanDisk’s 80 Percent Margin Target Puts Memory Peers in the Spotlight
NEW YORK — SanDisk’s chief executive stood before analysts on Aug. 13 and laid out a future most memory makers would have considered fantasy two years ago: adjusted gross margins…
SK Group Chairman Fights 944 Billion Won Divorce Ruling
SEOUL — Chey Tae-won, the chairman of SK Group, has spent years fighting two battles at once: one to keep his conglomerate atop South Korea’s corporate order, the other to…
Samsung and SK Hynix Head for Record $212 Billion Shareholder Payouts
The math of the memory supercycle is now visible in shareholder returns. Samsung Electronics and SK Hynix are on track to pay out a combined $212 billion this year in…
