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SK Hynix's $130 billion return plan meets a 6.4x forward multiple as AI demand accelerates

9/7/2026

The AI-driven memory cycle is rewriting the earnings picture for semiconductor producers, and the latest evidence arrived from Seoul on July 29.

SK Hynix (SKHY), with a market capitalisation of $1.19 trillion, reported second-quarter revenue of $56.9 billion, a 257% year-on-year advance, with operating profit up 557% to $43.4 billion.

The company has also announced a $29 billion buyback plan and a commitment to return more than 50% of cash flow from 2025 through 2027 to shareholders; JPMorgan estimated the total could reach at least $130 billion.

The result fits a sector-wide pattern.

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