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[ARTICLE · art-60128] src=koreatimes.co.kr ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

What defines 'excess' profits and who should benefit from them

South Korea's AI semiconductor boom has sparked debate over how to define and share 'excess' profits, with industry officials questioning the lack of clear standards for what constitutes excess gains and which partners contributed to them.

read1 min views1 publishedJul 15, 2026

The debate over how to share the windfall gains from the artificial intelligence (AI) semiconductor boom is growing louder in Korea by the day. The discussion usually centers on whether the larger-than-expected, or so-called “excess,” profits should be shared with other partners who contributed to the earnings, and how the company — or the government — should spend them. Yet a basic question remains unresolved: What, exactly, counts as “excess gains,” and who has a legitimate claim on it? “The government keeps talking about win-win growth and telling us to share ‘excess profits’ with subcontractors, but no one can explain what ‘excess’ actually means,” an official from the chip industry told The Korea Times on condition of anonymity in a recent interview. “How much gain is ‘normal,’ and at what point does it become excess? Who gets to set that standard?” He also pointed out the current discussion lacks clarity in identifying who the profit "contributors" are. “Which partner firms can really be said to have contributed to those profits? Maybe the ones that

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