Kim 认为，从记忆体晶片到电池与显示面板的 AI 相关供应链，使韩国在 Samsung Electronics 与 SK Hynix 等企业可能出现的高额盈余上，具有结构性优势并可课税。指定的红利基金可用于社会安全网、创业支援、青年教育、较高退休金与艺术支出。Samsung 预计今年营运利润 330 兆韩元（高于 Apple 与 Alphabet，但低于 Nvidia），而 SK Hynix 预计 2026 年为 239 兆韩元；若合计约 500 兆韩元，年度企业税收入可超过 100 兆韩元，接近政府对 2026 年企业税总收的估计。
政策辩论在脆弱的市场情绪下加剧：在不到一场足球赛的时间里，因为今年大约上涨 86% 的先前涨势，市场极为敏感，Kospi 一度蒸发超过 300 亿美元。外资周二卖出 5.6 兆韩元的股票（本月累计 14.4 兆韩元），并对可能由居民承担的税负反应强烈。劳资风险亦显著：Samsung 与工会在政府协调下进入薪资谈判最后一日，工会主张以营运利润 15% 作为要求；SK Hynix 先前设立 10% 奖金池与近期数万人上街示威进一步加大压力，并曾威胁自 5月21日发起 18 天罢工。
Kim Yong-beom’s 2,500-word Facebook post on Tuesday proposing a “citizen dividend” from AI profits triggered sharp market moves. The Kospi dropped as much as 5.1% intraday and closed down 2.3%, with Samsung down 2.3% and SK Hynix down 2.4%. He later said the idea was to use AI-related excess tax revenue, not to impose a new windfall levy, and a presidential office official said the proposal was personal and not in formal policy talks.
Kim argued Korea’s AI-linked supply chain—from memory chips to batteries and displays—puts the country in a structurally strong position to tax outsized gains at firms such as Samsung Electronics and SK Hynix. A designated dividend fund could fund social safety nets, startup support, youth education, higher pensions and arts spending. Samsung is forecast at 330 trillion won in operating profit this year (ahead of Apple and Alphabet but behind Nvidia), while SK Hynix is forecast at 239 trillion won in 2026; combined profits near 500 trillion won could raise over 100 trillion won in annual corporate tax, roughly matching the government’s total 2026 corporate-tax estimate.
The policy debate intensified amid fragile sentiment: in less than a soccer-match’s time, the Kospi erased more than $300 billion as a rally of about 86% this year made markets highly sensitive. Foreign investors sold 5.6 trillion won in shares on Tuesday (14.4 trillion won for the month), then reacted strongly to possible tax burdens on residents. Labor risk is also visible: Samsung and its union ended a government-mediated bargaining day under strike threat, with union demands cited at 15% of operating profit; SK Hynix’s prior 10% bonus pool and a recent tens-of-thousands rally reinforced pressure, and an 18-day strike was threatened from May 21.