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Macquarie Securities estimates that SK hynix’s operating profit next year could reach 447 trillion won, a scenario that would translate into an average bonus of about 1.3 billion won per employee (roughly 25 billion VND). The estimate hinges on the company’s profit-sharing mechanism (PS), under which a portion of operating profit is allocated to a bonus fund.
SK hynix has decided to allocate 10% of operating profit to form a bonus fund. The company also removed caps on the “1,000% of base salary” limit. Under the projected operating profit of 447 trillion won, the bonus pool could reach about 44.7 trillion won.
With approximately 34,500 employees, this would imply an average payout of around 1.3 billion won per person.
Beyond forward-looking estimates, analysts also expect a strong bonus season this year. Operating profit for this year is forecast to be around 251 trillion won, which would pull the average bonus for next year to about 728 million won per person.
The large bonus wave is also reported to be spreading to Samsung Electronics. Some sources say Samsung has considered raising the bonus deduction rate to above 10% of operating profit in recent negotiations.
Meanwhile, the union reportedly proposed a 15% deduction rate if semiconductor profits reach 270 trillion won. That would correspond to a bonus fund of about 40.5 trillion won.
Experts say the move is not only about generosity, but also about retaining and attracting top talent amid intensifying global competition. They point to major global players such as Nvidia, Apple, and TSMC, which are reportedly increasing compensation to secure high-quality talent—pressuring Korean firms to accelerate their own efforts.
At the same time, bonuses in the range of hundreds of millions to billions of won raise questions about sustainability. The semiconductor industry is highly cyclical, with periods of rapid growth followed by deep downturns. If the market turns, companies may face pressure to maintain compensation levels tied to strong profit years.
In the short term, the “bonanza of bonuses” is viewed as a sign of the semiconductor sector’s growing importance in the global economy. More broadly, it reflects that the current technology race is not only about machines or capital, but also a competition to secure the best talent.
Source: Seoul Economic Daily

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