Korean policy adviser Kim Do-hee urged that companies benefiting from artificial‑intelligence gains should share profits with society, sparking debate among Seoul’s corporate elite. Her remarks came after a sharp dip in Samsung Electronics and SK Hynix shares, which fell 1.5% and 1.8% respectively, as investors weighed the potential impact on earnings forecasts.

Kim's call echoes earlier calls from the government to curb the concentration of wealth in tech giants and to redirect surplus revenue toward public services. Analysts suggest that a redistribution policy could dampen investor enthusiasm, pushing valuations lower. The move also signals a shift in South Korea’s regulatory stance, potentially tightening oversight of AI‑driven profit streams.

The policy adviser’s remarks triggered a sell‑off, sending Samsung’s market cap down to $425 billion and SK Hynix to $100 billion at the close. Investors now face a clearer picture of potential regulatory costs, while executives weigh whether to reinvest AI proceeds or return them to shareholders. The debate underscores how technology policy increasingly shapes corporate valuation and investor confidence for the upcoming quarter.