Samsung announced a shareholder return plan of up to $80 billion following SK Hynix’s aggressive buyback, signaling intense competition in advanced memory and HBM production.

Samsung announced a shareholder return plan of up to $80 billion following SK Hynix’s aggressive buyback, signaling intense competition in advanced memory and HBM production.

Massive capital recycling in memory underscores the bottleneck-driven pricing power of HBM suppliers and validates the sustained demand from AI accelerator packaging lines.