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S.Korea Chip Fund to Back Growth, Not Welfare: Official

  • South Korea's future fund to finance growth projects, not welfare spending, official says
  • Fund to support chip clusters, future technology, and youth
  • Official rejects "slush fund" criticism, says parliament retains oversight

SEOUL, Aug 26 (Reuters) - A new South Korean fund fuelled by record tax windfalls from a semiconductor boom ‌would finance projects over a three- to four-year period, rather than recurring spending like welfare programmes, a presidential official said on Wednesday.

The Future Response Fund will be used both to support long-term growth projects and help stabilise ​public finances against swings in tax revenue, the official said. He argued that relying ​on supplementary budgets when revenue surges or cutting spending when it falls short ⁠was not responsible fiscal management.

President Lee Jae Myung's government has pitched the fund as a ​way to channel AI-driven chip tax windfalls into investments aimed at lifting South Korea's long-term growth potential, ​amid concerns over population decline, a shrinking workforce and weakening economic growth prospects.

"This is a once-in-a-thousand-years opportunity," the official told reporters at a briefing.

"If we fail to seize it, it is hard to see where we will ​find another chance to reverse the decline in our potential growth rate."

Some investments are likely to ​extend beyond President Lee's single five-year term, which ends in 2030.

The official rejected criticism that the fund could ‌become an ⁠off-budget "slush fund", saying spending would remain subject to budget procedures and parliamentary oversight.

Under the proposed structure, the government could have flexibility to adjust around 20% to 30% of allocations within limits set by law, the official said.

Such flexibility could help officials respond more quickly to changing needs, such ​as swings in the cost ​of graphics processing ⁠units (GPUs), without resorting to supplementary budgets, he said.

The budget ministry has said the fund will have four components covering youth investment, growth engines including planned semiconductor clusters ​and future technology projects, regional development, and education and talent development.

The government has ​not yet ⁠disclosed the fund's size, but local media estimates have put it at more than 100 trillion won ($72 billion).

The official said the government expects memory-chip giants Samsung Electronics and SK Hynix to underpin solid tax ⁠revenue ​over the next two years, but that there was "no guarantee" ​on revenue beyond that period.

The fund would also help smooth fiscal management and reduce the need for sharp adjustments to ​government spending or bond issuance when tax revenue fluctuates, he added.

Reporting by Kyu-seok Shim and Joyce Lee

Source: Reuters


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