The South Korea Chip Export Machine That Is Reshaping Trade

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine how South Korea's semiconductor exports have turned the country into a trade powerhouse. With SK Hynix hitting a $1 trillion valuation in May 2026 and the EWY ETF surging over 15% in a single week, they drill into what's driving Korea's export boom and what it means for global supply chains. The hosts unpack the role of AI demand, the memory chip duopoly with Samsung, and how Korea's export mix differs from Taiwan's. They also discuss what the strong dollar means for Korean exporters and whether this boom is sustainable. A focused conversation on one of the most consequential shifts in global trade this decade. #SouthKorea #Semiconductors #SKHynix #Samsung #AI #ExportBoom #EWY #Trade #SupplyChains #MemoryChips #DollarStrength #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #ChipExports #AsiaTrade Keep every episode free: buymeacoffee.com/fexingo