Micron's CEO just confirmed a specific date when a government-imposed restriction on buybacks expires, and with competitors already returning tens of billions to shareholders, what happens next on that calendar day could reshape how investors value the stock entirely.

The drilling campaign is scheduled to begin in Q1 2027, with an expected contract value of around $300m.

The Korean company’s plan to buy back as much as $78.88 billion of shares comes as chip makers reap the rewards of the artificial-intelligence boom.

Samsung Electronics said ‌on Friday it ‌has available about 90 trillion ​won to 110 trillion won ($65 billion to $79.5 billion) for shareholder ‌returns in ⁠2026, subject to business performance, investment ⁠and cash flow. Samsung plans to distribute ​about 30 ​trillion ​won in ‌cash dividends in the third quarter, including regular quarterly dividends, it said in a ‌regulatory filing. The board ​will decide ​remaining ​payouts in ‌January 2027, with cash ​dividends, ​share buybacks and share cancellations to ​be ‌considered.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

South Korea plans to create a new fund to channel tax windfalls from the country's semiconductor boom into supporting ‌younger generations and invest in future growth industries such as artificial ‌intelligence, the budget ministry said on Friday. The proposed "Future Response Fund" would finance programmes aimed at helping ​young people find jobs, buy homes and start families, while also supporting investments in AI, regional development and talent development, according to a ministry press release. The fund would be financed mainly by tax revenue exceeding a benchmark based on the average ‌growth in domestic tax ⁠receipts over the past decade.

Someone has to pay for smartphone AI upgrades and the most likely candidate is you.

Samsung Electronics will hold a board meeting on Friday afternoon to discuss a new shareholder ‌return package, a person familiar with the matter said, after media reports ‌put the plan's worth at more than $70 billion. Samsung, which like rival SK Hynix, has seen earnings soar as ​the AI boom creates insatiable demand for chips, is expected to discuss special dividends as well as share buybacks and cancellations. It is set to announce a new shareholder return package later this month worth more than 100 trillion won ($72 billion), South Korea's MoneyToday reported.

Samsung Electronics expects its shareholder returns for this year could reach up to 110 trillion won ($79.54 ‌billion), including 30 trillion won in cash dividends in the third quarter, it said ‌on Friday. The 110 trillion won would be over five times the size of the previous high in shareholder returns of ​20.3 trillion won in 2020. Like rival SK Hynix, Samsung has come under pressure from shareholders to return some of the gains from their record-breaking profits as the AI boom drives demand for chips.

The Roundhill Memory ETF has roughly doubled since April, making it one of the fastest-gaining thematic funds in recent memory. Before you chase that return, there is a sizing question that could protect your retirement or quietly wreck it.

DRAM bundles the entire memory chip boom into one ticker, and that same design feature is quietly loading investors with a risk most people never think to check before buying in.

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

The potential payout could reshape Samsung's capital allocation story

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

Shares jumped more than 10% on the report.

Micron Technology said on Thursday it plans to spend $10 billion on its newly ‌established research lab at Boise, Idaho, over the ‌next decade to advance memory technologies, develop compute systems and support future ​chip manufacturing. Large memory chipmakers such as Micron, Samsung Electronics and SK Hynix have been benefiting from a surge in demand from the rapid expansion of AI infrastructure. • The latest investment builds on the more than $250 billion that Micron had separately committed to ​manufacturing and ​R&D across the United States.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

The South Korean chipmaker plans to spend 50% of its free cash flow on the programme, which would include a special dividend

Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges. Major chip customers including Qualcomm, Nvidia, Tesla, and Google are increasingly turning to Samsung as an additional advanced foundry supplier. The shift toward dual sourcing highlights both the strength of demand for TSMC's manufacturing services and potential supply risk for clients. Competition between TSMC and Samsung for AI...

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

The tentative agreement caps weeks of negotiations as SK Hynix workers seek a larger share of record high-bandwidth memory sales.

Samsung Electronics (KRX:005930, LSE:BC94) Samsung Electronics (KRX:005930, LSE:BC94 shares rose over 9% as investors welcomed expectations of a shareholder-return programme exceeding 100 trillion won, or about $72 billion. The knock-on impact was to help South Korea’s benchmark Kospi rebound...

The FTSE 100 is tipped to nudge higher at Thursday's open, with spread betters pencilling in a gain of around 9 points. The mood music comes courtesy of an overnight rally across Asia. Markets there took heart after the US Treasury said it would "at least double" its issuance of long-term...

Samsung Electronics Co. and SK Hynix Inc. are preparing record shareholder returns after investors sent their stocks tumbling over concerns around the sustainability of AI hardware spending.

U.S. futures edged higher after the U.S. Treasury Department said it would at least double the size of planned purchases of longer-term government debt. Japan’s Nikkei 225 gained 1.3% to 66,178.26, reversing declines earlier in the week. Japan reported it logged a trade deficit for a third straight month in July, as both imports and exports hit record highs.

Samsung Electronics is set to announce a new shareholder ‌return policy later this month worth ‌more than 100 trillion won ($71.75 billion), media reported ​on Thursday, as the company plans to share record profits with shareholders amid an AI-driven chip supercycle. The South Korean memory-chip maker ‌will hold a ⁠board meeting at the end of August to approve a shareholder ⁠return plan that includes a special dividend, MoneyToday reported, citing unidentified people in the ​industry. Samsung will ​spend 50% of ​its free cash ‌flow on the new programme, the report said.

SK Hynix and Samsung surge, pushing up the KOSPI as US bond yields fall. Here's why Korean chipmakers track Treasury markets.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

The biggest inflows didn't go into funds with "AI" in the name.

TSMC sits at $413.625 as Samsung raises selected foundry prices amid tight advanced-chip manufacturing capacity.

Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM). Prices for U.S. and...

Full advanced-node capacity signals powerful demand, but Korea's semiconductor selloff overwhelmed the news.

Stock markets rose on Wednesday and the dollar fell sharply after the US Treasury signalled action to push down government bond yields, easing fears that higher borrowing costs would weigh on economic growth worldwide.But the US Treasury surprised markets Wednesday by saying it would increase "by at least double" its sovereign bond buybacks to push down 30-year yields that have soared in recent days.

Samsung reportedly raising prices for manufacturing processors should be good news for its competitors Intel and Taiwan Semiconductor Manufacturing.

SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether record capital returns and record fab spending can coexist without one of them breaking.

Payout target moves from within 50% of free cash flow to over 50% through 2027

Micron Technology shares were failing to rebound early Wednesday after a sharp drop in the previous session. Micron shares were flat in premarket trading. In fact, the combined revenue of the top five publicly listed NAND flash-memory brands rose 77% in the second quarter from the previous quarter, to $68.87 billion, according to research firm Trendforce in data published Wednesday.

The South Korean company's SF4 production line at its Pyeongtaek plant has been running at full capacity since late last year

U.S. stock futures are muted with investors focused on retailer earnings and minutes from the Fed’s July meeting.

U.S. stock futures are muted with investors focused on retailer earnings and minutes from the Fed’s July meeting.

According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.

Samsung Electronics (USOTC:SSNHZ) has increased prices for some of its advanced contract chip manufacturing services by as much as 15% on new orders, according to two people familiar with the matter, as booming demand for artificial intelligence chips puts pressure on available foundry capacity. Demand from Chinese customers has been particularly strong.

Samsung Electronics has raised prices for some advanced contract chipmaking services by up to 15% for new orders, two people familiar with the matter said, as demand for AI chips tightens capacity in a business long dominated by TSMC. Demand from Chinese ‌customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve U.S. customers and reserve part ‌of its capacity to support its own chip production, said the sources, who spoke on the condition of anonymity because they are discussing sensitive commercial matters. Chinese customers are among those accepting the ​steepest price increase, one of the sources said, underscoring how U.S. curbs on exports of advanced chipmaking equipment to China have increased local firms' reliance on overseas foundries.

Kospi fell 6.45% Wednesday as chip stocks slid, triggering another Korea Exchange sell-side sidecar halt on the benchmark.