How the US-China Trade War Is Reshaping Supply Chains in 2026

In this episode, Lucas and Luna explore how the ongoing US-China trade war is fundamentally altering global supply chains, with a focus on the semiconductor industry. They discuss new data showing a 15 percent increase in chip imports from Vietnam and Mexico as companies diversify away from China. The hosts break down the implications for the US trade deficit, which narrowed slightly to $55.9 billion in April 2026, and what this shift means for American consumers and businesses. Drawing on recent headlines about factory job cuts and the strong dollar, they connect the dots between geopolitics and everyday economics. A must-listen for anyone trying to understand where their electronics come from and why. #USChinaTradeWar #SupplyChains #Semiconductors #TradeDeficit #Vietnam #Mexico #ChipImports #FactoryJobs #StrongDollar #Geopolitics #Economics #BusinessPodcast #FexingoBusiness #GlobalTrade #Reshoring #Diversification #Tariffs #Manufacturing Keep every episode free: buymeacoffee.com/fexingo