<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/VuTY9QaXk7yUm.zQZrxmoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04ODg-/https://media.zenfs.com/en/afp.com.sg/4e7fa45a1b1a11a4619bc6ee4f549fe8?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="549" original-src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/VuTY9QaXk7yUm.zQZrxmoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04ODg-/https://media.zenfs.com/en/afp.com.sg/4e7fa45a1b1a11a4619bc6ee4f549fe8"/></p>
<p>三星電子的半導體工廠。一位韓國高級官員提議對超額人工智能利潤徵税，以便在社會中重新分配（埃德·瓊斯）</p>
<p>一位韓國高級官員提議對人工智能利潤徵税，以便在社會中重新分配，因為半導體繁榮為科技巨頭三星電子和 SK 海力士帶來了鉅額收益。</p>
<p>這兩家韓國公司已成為全球人工智能基礎設施的高性能芯片關鍵供應商，隨着全球需求激增，第一季度的收益創下紀錄。</p>
<p>過去一個月，韓國基準股指 Kospi 持續上漲，多次創下歷史新高，並在週二短暫接近 8000 點的關鍵水平。</p>
<p>韓國不再作為傳統的出口經濟體運作，可能正在轉向一種由芯片稀缺和持續超額利潤驅動的 “技術壟斷經濟”，政策高級秘書金勇範在週一晚上的 Facebook 帖子中表示。</p>
<p>金勇範警告説，儘管向技術主導經濟的轉變代表了 “當前韓國面臨的可能性的核心本質”，但這也可能加深社會的兩極分化。</p>
<p>金勇範提議設立一個他暫時稱之為 “國家紅利” 的機制，以社會重新分配來自人工智能技術的超額企業利潤。</p>
<p>他説，科技税可以用於為年輕人提供創業支持、為農村和漁業社區提供基本收入項目、支持藝術家以及為老年人提供更強的養老金等。</p>
<p>他説：“利用一部分超額利潤來確保當前一代的社會穩定並減輕轉型成本，不僅僅是再分配，而是一種系統維護成本。”</p>
<p>全球對建設人工智能數據中心的狂熱使得對先進高帶寬內存微芯片的訂單激增。</p>
<p>韓國表示，今年將把人工智能支出增加三倍，力爭成為美國和中國之外的三大人工智能強國之一。</p>
<p>金勇範的言論正值三星電子的工會要求取消績效獎金上限，並呼籲將 15% 的營業利潤分配給獎金之際。</p>
<p>工會計劃於週二與管理層舉行調解後的談判。</p>
<p>韓國執政的民主黨內部也公開出現了重新分配半導體繁榮收益的呼聲。</p>
<p>立法者文金珠上個月表示，半導體繁榮部分建立在 “農民和漁民的犧牲和耐心” 之上，並認為部分利潤應返還給農村社區。</p>
<p>sjh/cdl/mtp</p>

三星電子

半導體 3 倍做多 - Direxion

標普半導體 ETF - SPDR

韓國 MSCI ETF - iShares

半導體 ETF - VanEck Vectors

<p>一名韓國官員提議對超額人工智能利潤徵税，以重新分配財富，因為科技巨頭三星電子和 SK 海力士在半導體繁榮中報告了創紀錄的收益。該提案被稱為 “國家紅利”，旨在支持各種社會項目，包括創業資金和養老金。這一向技術驅動經濟的轉變引發了對社會兩極分化的擔憂。Kospi 指數已達到歷史新高，反映出對人工智能基礎設施日益增長的需求。此外，三星的工會正在倡導增加績效獎金，強調了公平利潤分配的必要性</p>

<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/VuTY9QaXk7yUm.zQZrxmoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04ODg-/https://media.zenfs.com/en/afp.com.sg/4e7fa45a1b1a11a4619bc6ee4f549fe8" alt="" original-src="https://s.yimg.com/ny/api/res/1.2/VuTY9QaXk7yUm.zQZrxmoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04ODg-/https://media.zenfs.com/en/afp.com.sg/4e7fa45a1b1a11a4619bc6ee4f549fe8"/></p>
<p>A Samsung Electronics semiconductor factory. A top South Korean official has proposed a tax on excess AI profits to be resdistributed among society (Ed JONES)</p>
<div class="lb-trans"><p>三星電子的半導體工廠。一位韓國高級官員提議對超額人工智能利潤徵税，以便在社會中重新分配（埃德·瓊斯）</p>
</div><p>A top South Korean official has proposed a tax on AI profits to be redistributed among society as a semiconductor boom drives massive earnings for tech giants Samsung Electronics and SK hynix.</p>
<div class="lb-trans"><p>一位韓國高級官員提議對人工智能利潤徵税，以便在社會中重新分配，因為半導體繁榮為科技巨頭三星電子和 SK 海力士帶來了鉅額收益。</p>
</div><p>The two South Korean firms have emerged as key suppliers of high-performance chips powering AI infrastructure globally, posting record first-quarter earnings as global demand surges.</p>
<div class="lb-trans"><p>這兩家韓國公司已成為全球人工智能基礎設施的高性能芯片關鍵供應商，隨着全球需求激增，第一季度的收益創下紀錄。</p>
</div><p>South Korea's benchmark Kospi has rallied over the past month, repeatedly hitting record highs and also briefly coming within a whisker of the key 8,000-point mark Tuesday.</p>
<div class="lb-trans"><p>過去一個月，韓國基準股指 Kospi 持續上漲，多次創下歷史新高，並在週二短暫接近 8000 點的關鍵水平。</p>
</div><p>South Korea was no longer operating as a traditional export economy and could be shifting towards a &#34;technology monopoly economy&#34; driven by scarcity of chips and sustained excess profits, Kim Yong-beom, senior presidential secretary for policy, said in a Facebook post late Monday.</p>
<div class="lb-trans"><p>韓國不再作為傳統的出口經濟體運作，可能正在轉向一種由芯片稀缺和持續超額利潤驅動的 “技術壟斷經濟”，政策高級秘書金勇範在週一晚上的 Facebook 帖子中表示。</p>
</div><p>While the shift towards a technology-dominant economy represented &#34;the core essence of the possibilities currently open before Korea&#34;, Kim warned it could also deepen polarisation of society.</p>
<div class="lb-trans"><p>金勇範警告説，儘管向技術主導經濟的轉變代表了 “當前韓國面臨的可能性的核心本質”，但這也可能加深社會的兩極分化。</p>
</div><p>Kim proposed what he tentatively called a &#34;national dividend&#34; for socially redistributing excess corporate profits from AI technology.</p>
<div class="lb-trans"><p>金勇範提議設立一個他暫時稱之為 “國家紅利” 的機制，以社會重新分配來自人工智能技術的超額企業利潤。</p>
</div><p>Among other things, the tech tax could be used to provide startup support for young people, basic income programmes for rural and fishing communities, support for artists and stronger pensions for the elderly, he said.</p>
<div class="lb-trans"><p>他説，科技税可以用於為年輕人提供創業支持、為農村和漁業社區提供基本收入項目、支持藝術家以及為老年人提供更強的養老金等。</p>
</div><p>&#34;Using a portion of excess profits to ensure social stability for the current generation and mitigate transition costs is not merely redistribution, but also a type of system maintenance cost,&#34; he said.</p>
<div class="lb-trans"><p>他説：“利用一部分超額利潤來確保當前一代的社會穩定並減輕轉型成本，不僅僅是再分配，而是一種系統維護成本。”</p>
</div><p>A global frenzy to build AI data centres has sent orders for advanced, high-bandwidth memory microchips soaring.</p>
<div class="lb-trans"><p>全球對建設人工智能數據中心的狂熱使得對先進高帶寬內存微芯片的訂單激增。</p>
</div><p>South Korea has said it will triple spending on artificial intelligence this year, aiming to join the United States and China as one of the top three AI powers.</p>
<div class="lb-trans"><p>韓國表示，今年將把人工智能支出增加三倍，力爭成為美國和中國之外的三大人工智能強國之一。</p>
</div><p>Kim's remarks came as Samsung Electronics' labour union demanded the removal of caps on performance bonuses and called for a system allocating 15 percent of operating profit to bonuses.</p>
<div class="lb-trans"><p>金勇範的言論正值三星電子的工會要求取消績效獎金上限，並呼籲將 15% 的營業利潤分配給獎金之際。</p>
</div><p>The union is scheduled to hold post-mediation talks with management on Tuesday.</p>
<div class="lb-trans"><p>工會計劃於週二與管理層舉行調解後的談判。</p>
</div><p>Calls within the country's ruling Democratic Party to redistribute gains from the semiconductor boom have also emerged publicly.</p>
<div class="lb-trans"><p>韓國執政的民主黨內部也公開出現了重新分配半導體繁榮收益的呼聲。</p>
</div><p>Lawmaker Moon Geum-ju said last month that the semiconductor boom was built partly on &#34;the sacrifice and patience of farmers and fishermen&#34; and argued that part of the profits should be returned to rural communities.</p>
<div class="lb-trans"><p>立法者文金珠上個月表示，半導體繁榮部分建立在 “農民和漁民的犧牲和耐心” 之上，並認為部分利潤應返還給農村社區。</p>
</div><p>sjh/cdl/mtp</p>
<div class="lb-trans"><p>sjh/cdl/mtp</p>
</div>

韓國在科技巨頭蓬勃發展之際提出徵收 AI 利潤社會税