Samsung Electronics is set to unveil a shareholder return program worth 90‑110 trillion won ($64‑79B) on August 21, according to sources – potentially its largest capital return initiative in recent history. The board meeting is scheduled for 4 PM local time, with details on the cash dividend vs. share buyback split and program duration yet to be disclosed. Samsung declined to comment on the report.
The move comes as the AI‑fueled memory upcycle supercharges Samsung’s earnings. Surging HBM and DRAM prices have sharply improved profitability, while investors have pressured the company to deploy its growing cash reserves. Rival SK Hynix had already announced a 40 trillion won buyback, raising market expectations for Samsung to follow suit.
With memory margins expanding and cash balances swelling, analysts view the timing as financially feasible – and a signal that the global memory industry is entering a new upcycle.
ICgoodFind Takeaway:
Big buybacks from memory makers confirm the HBM/DRAM boom is real. Samsung’s $79B plan would be a loud endorsement of the upcycle.
