Overview
- Reports say Samsung’s board is due to discuss a 90–110 trillion won package on Friday and the stock in Seoul jumped after the news.
- The package under consideration would combine special dividends, share buybacks and cancellation of treasury shares.
- Analysts say the key question is how much of the package is new money beyond Samsung’s 2024–2026 pledge to return 50% of free cash flow.
- SK Hynix’s 40 trillion won buyback earlier this week and Samsung’s Q2 chip profit of 89 trillion won have driven pressure on capital returns.
- Together Samsung and SK Hynix could hold roughly $263 billion in liquidity by year-end, a level that could reshape investor returns and set a benchmark for other chip firms.