Semiconductor Revenue Distribution Flow
Tracing AI HBM Export Revenues ($B) down to direct macro recipients
Seoul Policy Briefing Memo
Executive Distribution Analysis & Quantitative Impact Assessment
Policy Evaluation Assessment
Under the current Baseline Chip Surge policy setting, South Korea's high-bandwidth memory (HBM) chip exports generate $45.00B in global revenue. Of this windfall, tech chip insiders (executives, key engineers, and major equity holders) capture $17.10B, resulting in a net wealth concentration Gini impact delta of +0.042.
Domestic SME supply chain contracts account for $10.71B, sustaining a localized economic multiplier of 1.48x. Direct public welfare dividends yield $1.71B ($33 per capita across 51.7M citizens), while state tax proceeds and sovereign AI fund allocations secure $4.10B and $2.57B respectively.