Samsung Just Authorized Its Largest Shareholder Return Ever. Every Major Memory Stock Fell Monday.

Samsung approved a record 90-110 trillion won shareholder return for 2026, about five times its previous record. However, memory stocks fell sharply Monday as investors had expected up to 150 trillion won and were disappointed that buyback details were deferred to January rather than committed immediately. The sell-off reflects investor skepticism about the sustainability of the AI-driven memory boom, with concerns about pricing deceleration evident in companies like Sandisk.