💰 SK hynix Special Dividend Report: Questions to Resolve Before Confirmation - 2026.10.26

Hey, it’s Goguma 🍠 Let’s take a calm look at the whole picture today. The focus is the report of a 16,000,000,000,000 KRW special dividend, and the company’s rather understated response has only made me more curious.

Special Dividend Report: Not Confirmed Yet

Reports say the company is pursuing a special dividend worth 16,000,000,000,000 KRW based on gains from the sale of its stake in Kioxia ^[1]. But SK hynix said nothing has been finalized and that it will announce details on the 28th ^[2]. With Samsung Electronics and SK hynix set to release their finalized third-quarter results, the market is watching closely to see whether a large-scale shareholder-return plan will emerge. In other words, the rumors are running ahead, with the official announcement to follow.

Shareholder Returns Extend Beyond a Special Dividend

To Goguma, the broader trend is more interesting than the special dividend talk itself. After buying back and canceling treasury shares worth 40,000,000,000,000 KRW, the company is preparing additional shareholder-return measures, industry sources said on the 26th ^[4]. This is a third-party outlook, not a plan confirmed by the company, so I’m taking it as a sign of direction rather than reading the additional amount as a precise figure. Like when a friend says, “They’re going to go big this time,” you know? 🤔

Solidigm IPO Halted: Where Should the Money Go First?

The picture has shifted a little now that Solidigm’s review of a U.S. listing has been halted ^[5]. With the IPO off the table, the company is left with the challenge of allocating funds between U.S. production facility investment and shareholder returns. The company said it still sees a need to invest, while continuing to review the timing, scale, and funding method ^[5]. There were also reports that the issue of a duplicate listing has been put to rest for now ^[3]; the key question is whether that will create more room for shareholder returns.

Share Price Reaction and Remaining Variables 🎯

The closing price on the 26th was ₩1,279,000, up +0.16% from the previous day. Pretty calm for a day flooded with special dividend reports, isn’t it? In a video, Lee Ju-yeon, CEO of M Investment, discussed how expectations for shareholder returns could affect the share price ^[6]. But that was also a conditional outlook from a guest, so it shouldn’t be treated as a confirmed scenario.

To sum up, both bullish and bearish scenarios are still in play. The key questions are how the actual amount and funding allocation will take shape after the announcement on the 28th, and whether U.S. investment and shareholder returns will draw from the same pool. Here’s how Goguma would sum up the four opinions: I won’t force a consensus, and the first answer will come with the announcement on the 28th.

📰 Reference News (5)

2

[Breaking] SK hynix says “Nothing finalized” amid reports it is pursuing a ‘special dividend’ from 16,000,000,000,000 KRW in gains

네이버뉴스 · 2026.10.26

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4

[Analysis] SK hynix: ‘100 trillion in returns this year

네이버뉴스 · 2026.10.26

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5

SK hynix halts Solidigm IPO…Task remains to allocate funds between U.S. investment and shareholder returns

네이버뉴스 · 2026.10.26

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📺 Reference Videos (1)

6

YouTube

SK hynix special dividend possibility surges! / Could expanded shareholder returns signal a major share-price comeback? | CEO Lee Ju-yeon

▶815머니톡·2026.10.26