How South Korea Surging While China Slumps Reshapes Global Supply Chains

Lucas and Luna break down the widening gap between South Korea and China in June 2026. With the South Korea ETF (EWY) surging 8% in five days while the China ETF (FXI) falls 1%, they explore what's driving the divergence: South Korea's bet on high-end semiconductors and AI memory chips, versus China's struggling property sector and deflationary pressures. They discuss how global supply chains are pivoting from 'China plus one' to 'Korea plus Taiwan,' and what that means for investors. Plus, they examine the won's strength against a backdrop of a stubbornly strong dollar and the Iran war's impact on trade routes. This episode includes a specific look at Samsung and SK Hynix's dominance in High Bandwidth Memory, and how Korea's export-dependent economy is benefiting from the AI boom while China's export machine sputters. #SouthKorea #China #EWY #FXI #Semiconductors #AI #SupplyChain #KoreaSurge #EMDivergence #HBM #Samsung #SKHynix #Won #IranWar #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo