在南韩，AI 熹潮对实体经济的集中效应最为明显。Samsung Electronics（全球记忆体晶片供应龙头）在三月季报的获利同比上升755%。其股价过去一年上涨约4倍以上，随后市值突破1兆美元（约1万亿美元；原文为 $1 trillion），而南韩KOSPI指数今年上涨81%，超过全球其他市场。

对AI利润再分配的讨论正在升温。总统政策首席Kim Yong-beom在Facebook上提议以AI盈余相关税收向公民发放「分红」，引发市场大幅波动，KOSPI一度下挫5.1%。在其澄清改为利用由AI繁荣带来的超额税收，而非对企业利润实施新的超额利润税后，跌势收敛，但政府与社会对AI扩大贫富差距的关切已被明确化。

社会压力也已转为现场行动。上月有成千上万人到Samsung主要晶片园区外集会，要求员工分享更多AI利润；该公司劳工工会主张将晶片事业部营业利润的15%拨给员工，并威胁自5月21日发起18天罢工。Samsung预估今年营业利润将达330兆韩元（原文330 trillion won，约2,200亿美元），有望超越Apple与Alphabet，仅次于Nvidia；SK Hynix亦不遑多让。若AI成长预期持续（原文 projected to increase），对企业与政府分配新增收益的压力将进一步扩大。

South Korea has become the clearest manifestation of the global AI boom. Samsung Electronics, the dominant global memory-chip supplier, reported a 755% rise in profit in the March quarter. Its shares have risen roughly fourfold over the past year and market value has passed $1 trillion (1 trillion USD), while South Korea’s KOSPI has gained 81% this year, more than any other market.

Debate is intensifying over how to redistribute AI wealth. Presidential policy chief Kim Yong-beom proposed using taxes on AI earnings to pay citizens a “dividend,” and the KOSPI briefly fell 5.1% after his remarks. He later clarified that he meant to use surplus tax revenue from the AI boom rather than impose a new windfall tax on profits, but the episode exposed growing concern that AI could widen social inequality.

The pressure is already moving onto the streets and into labor demands. Tens of thousands gathered last month outside Samsung’s main chip hub to demand a larger employee share of AI gains, with the union seeking 15% of operating profit for chip-division workers and threatening an 18-day strike starting May 21. Samsung is forecast to earn 330 trillion won in operating profit this year (about $220 billion), enough to rank ahead of Apple and Alphabet and just behind Nvidia, while SK Hynix is close behind. If AI expansion continues (projected to increase), pressure will likely rise for firms and the state to share the new wealth more broadly.