How Taiwan Semiconductor Supply Chains Are Reshaping Global Chip Trade

On this episode of International Business with Fexingo, Lucas and Luna examine how Taiwan's semiconductor supply chain dominance is rewriting global trade patterns. With the Taiwan stock index ETF (EWT) surging 4.5% in the past five days, they unpack the structural factors behind the move—from advanced packaging bottlenecks to the reshoring calculus in the US and Europe. The conversation drills into one specific number: the compound annual growth rate of Taiwan's semiconductor exports over the past five years, and what it means for multinationals that depend on a single island for critical chips. Lucas explains why the trade data masks a deeper concentration risk, while Luna questions whether the recent rally is sustainable amid geopolitical headwinds. No hot takes—just concrete analysis of a market that quietly touches every device you use. #TaiwanSemiconductors #ChipTrade #GlobalSupplyChains #EWT #TSMC #SemiconductorExports #AdvancedPackaging #ChipShortage #TradeConcentration #Reshoring #GeopoliticalRisk #InternationalBusiness #Business #Finance #SupplyChainRisk #FexingoBusiness #BusinessPodcast #CrossBorderTrade Keep every episode free: buymeacoffee.com/fexingo