SK Hynix Reports Record Profits and Announces $750B Shareholder Return Plan
Driven by surging AI infrastructure demand, SK Hynix reported record-breaking third-quarter profits reaching 83.3 trillion KRW and announced a 750 billion dollar shareholder return plan. Furthermore, the company revealed that its DRAM and High Bandwidth Memory (HBM) capacity is completely booked through 2029. This announcement offers strong evidence of the sustained longevity and robust demand within the AI hardware supply chain, easing investor doubts about AI revenue continuity. It highlights how major memory suppliers are capitalizing on the explosive shift toward enterprise and national-level AI infrastructure deployments. SK Hynix's shareholder return plan includes 30 trillion KRW in cash dividends and 60 trillion KRW in share buybacks and cancellations. The company also noted that supply tightness is expected to persist until 2030 due to high manufacturing complexity and long lead times for new facilities.
## BACKGROUND
High Bandwidth Memory (HBM) is a specialized 3D-stacked computer memory interface developed to deliver massive data throughput and overcome memory bandwidth limitations in AI and high-performance computing. DRAM (Dynamic Random-Access Memory) serves as the primary volatile memory used across servers and workstations to process data actively.