I also see the bigger shareholder returns from $SK hynix(SKHY)$ and Samsung as a positive. Buybacks, cancellations and higher dividends give investors a more direct share of the AI-driven cash flow, potentially making these stocks more attractive even after their recent volatility.
For me, the key is whether AI demand continues growing fast enough to absorb new capacity. If it does, I think SK Hynix remains one of the more compelling ways to play the AI memory boom.
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