Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

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Bloomberg Tech · Google’s Chip Push, SK Hynix’s $29 Billion Buyback · 19 Aug 2026 podcast

And there are a couple areas to lean into here. voice-verified

First of all, the timing of this. voice-verified

Often when companies announce these kinds of buybacks, they're talking about over a year, even over two years. voice-verified

SK Heinex is talking about buying back these shares uh by mid-November uh at this point. voice-verified

So it's it's forty billion dollars. voice-verified

This also may just be the beginning of their uh returning cash to shareholders. voice-verified

There may be more buybacks in the future. voice-verified

What they said is that they're going to increase the amount of uh cash that they return to shareholders in one form or another to more than fifty percent of their free cash flow. voice-verified

We did the math on that. voice-verified

SK Heinex is making a phenomenal amount amount of money right now. voice-verified

That could total something like $170 billion over the next two years. voice-verified

They're making a lot of cash because of these increases in the prices of memory chips. voice-verified

Right, right. voice-verified

Yeah, you raise a good question. voice-verified

Why would they raise this money in the United States through the the ADRs and then also dish it out uh in Korea? voice-verified

There are a couple of things going on here. voice-verified

Uh first of all, there was a bit more bullishness in the AI market a few weeks ago when you talked to Che about their listing there and they were able to raise that money. voice-verified

They also want to globalize their investor base. voice-verified

They want to get more US investors, they want to make it easier for U.S. investors voice-verified

investors to buy. voice-verified

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