Samsung and SK Hynix face investor pressure for increased shareholder payouts. These chipmakers are generating unprecedented cash from robust AI chip demand. Investors want more dividends and buybacks after record profits were reported. The companies currently target half of free cash flow for shareholder returns. This situation exacerbates concerns about the "Korea discount" valuation.

Samsung and SK Hynix are under pressure to raise dividends and share buybacks as strong AI chip profits boost cash reserves and investor expectations.

Samsung and SK Hynix face investor pressure for increased shareholder payouts. These chipmakers are generating unprecedented cash from robust AI chip demand. Investors want more…