How SK Hynix and AI Are Reshaping Emerging Markets

One South Korean chipmaker has surged 250% this year, pulling the entire Korea ETF up 15% in a single week. Lucas and Luna dig into how SK Hynix's trillion-dollar valuation is rippling through emerging markets, from Taiwan semiconductor supply chains to Vietnam's manufacturing ambitions. They discuss the concentration risk of AI-driven EM plays and whether countries like India can replicate Korea's high-tech export model. Plus, a look at what the trade-weighted dollar index at 119.3 means for commodity-dependent EM economies. This episode is grounded in the May 27, 2026 market moves, including EWY's 15.3% five-day gain and EWT's 13.7% surge, connecting the AI hardware boom to broader EM dynamics. #SKHynix #ArtificialIntelligence #EmergingMarkets #SouthKorea #Semiconductors #AIHardware #ETF #EWY #TaiwanSemiconductor #Vietnam #India #ExportLedGrowth #Economics #FexingoBusiness #BusinessPodcast #Investing #TechStocks #MemoryChips Keep every episode free: buymeacoffee.com/fexingo