(https://www.marketwatch.com/story/when-it-comes-to-returning-cash-to-shareholders-anything-sk-hynix-can-do-samsung-can-do-bigger-87db6ef4?mod=mw_rss_topstories) looks bullish on the surface—record free cash, shareholder distributions soaring. But supply-constrained commodity pricing always collapses faster than capacity can build. Samsung and SK Hynix are returning capital *because* they know the pricing window is temporary, not structural.

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