Samsung Electronics and SK Hynix are reviewing what could become their largest-ever shareholder return programs as the AI memory upcycle sharply boosts free cash flow and balance-sheet capacity. Market expectations center on packages that could combine special dividends with share buybacks and cancellations, with some analyst estimates still putting the two companies' combined returns above 200 trillion won, although both companies say no specific scale or timing has been finalized. The latest report from Seoul Economic Daily says the companies are internally studying large-scale shareholder return plans and could present a concrete direction as early as the end of this month. Expectations for Samsung remain concentrated around roughly 100 trillion won to 125 trillion won, with some estimates near 120 trillion won, while SK Hynix is seen potentially delivering tens of trillions of won and as much as about 100 trillion won.