How Taiwan Semiconductor ETFs Are Falling Despite Rising Earnings

Taiwan Semiconductor Manufacturing Company reported strong earnings growth in early 2026, yet Taiwan-focused ETFs like EWT have dropped nearly 8% in the past five trading days. Lucas and Luna unpack the disconnect, examining how geopolitical risk from escalating US-Iran tensions and a broader tech selloff are overwhelming solid fundamentals. They drill into the specific numbers: TSMC's revenue up over 20% year-over-year, but EWT down 7.8% in a week. The hosts also touch on the ripple effects for global supply chains and semiconductor stocks, and what this means for investors watching the Taiwan play. A tight, data-driven look at why good earnings don't always save a stock. #TaiwanSemiconductor #TSMC #EWT #SemiconductorETFs #GeopoliticalRisk #Taiwan #GlobalSupplyChains #TechSelloff #EarningsDisconnect #EmergingMarkets #ETFs #Investing #Economics #StockMarket #Finance #FexingoBusiness #BusinessPodcast #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo