How Vietnam Is Becoming the Semiconductor Link in EM Supply Chains

Vietnam is quietly emerging as a critical node in the global semiconductor supply chain, attracting billions in investment from chipmakers diversifying out of China and Taiwan. In this episode, Lucas and Luna examine Vietnam's strategic advantages — from its young workforce and trade agreements to its growing role in chip assembly and testing. They explore recent data showing Vietnam's rising share of electronics exports, the impact of tariffs on Vietnam's competitiveness, and whether it can move beyond assembly into higher-value design and manufacturing. With reference to the latest trade balance data and the strong US dollar, the hosts discuss how Vietnam fits into the broader emerging market picture in mid-2026. A focused look at one country's ambitious climb up the value chain and what it means for global tech supply chains. #Vietnam #Semiconductors #SupplyChain #EmergingMarkets #ElectronicsExports #ChipAssembly #TradeWars #USChinaTrade #Manufacturing #ForeignDirectInvestment #TechSupplyChain #VietnamEconomy #SemiconductorIndustry #GlobalTrade #FexingoBusiness #BusinessPodcast #Economics #SoutheastAsia Keep every episode free: buymeacoffee.com/fexingo