ended5월 18일· 1 sources

[박종면칼럼] 반도체 2000조원 ‘돈벼락’…이재명 정부 ‘시험대’

Why it matters

South Korea faces an unprecedented fiscal windfall as Samsung Electronics and SK Hynix drive the AI semiconductor supercycle, generating potentially over 2 trillion won in government revenue and public fund gains through 2029. This extraordinary opportunity is reshaping policy decisions, including government intervention in labor disputes, making semiconductor performance central to the nation's economic strategy.

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Semiconductor supercycleSamsung ElectronicsSK HynixGovernment revenueNational Pension

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