AFG_Ghafari

#samsungtoannouncenewshareholderreturnplanfriday 🚨 SAMSUNG REPORTEDLY PREPARES A $72 BILLION+ SHAREHOLDER-RETURN PROGRAM — AI MEMORY BOOM IS TURNING INTO MASSIVE CAPITAL RETURNS Samsung Electronics is preparing a shareholder-return program worth more than 100 trillion won ($71.75 billion), according to South Korean media reports cited by Reuters. The plan is expected to be considered by Samsung’s board at the end of August and could include a special dividend, with roughly 50% of free cash flow allocated to shareholder returns. Samsung declined to comment on the report. The timing is notable because this follows SK Hynix’s 40 trillion won ($28.6 billion) share buyback and cancellation plan, announced only a day earlier. Both companies are benefiting from the AI-driven memory-chip cycle. MARKET READ: This could mark an important evolution in the semiconductor cycle: AI demand → record memory profitability → stronger free cash flow → aggressive shareholder returns. For investors, that matters because the AI trade is increasingly being supported not only by revenue growth and capex expectations, but by actual cash generation being returned to shareholders. If Samsung formally approves the program, the combined capital-return signals from Samsung and SK Hynix would provide a powerful counterargument to the view that the current AI-memory cycle is purely valuation-driven. Watch: Samsung • SK Hynix • Micron • HBM pricing • memory margins • NVDA supply chain$SAMSUNG $AIN $AVAAI