What the Korea ETF Surge Says About Global Supply Chains ...

What this episode covers

South Korea's EWY ETF surged 14.3% in the past week, while Taiwan's EWT jumped 13.5%. Lucas and Luna unpack what's driving the rally: a structural shift in semiconductor supply chains away from China, the memory-chip boom led by Micron hitting a trillion-dollar market cap, and the strong dollar reshaping trade finance. They drill into specific data—Korea's export numbers, the yuan weakening past 6.8 per dollar, and the US trade deficit widening to $60 billion—to explain why investors are betting on Korean and Taiwanese manufacturers. This isn't just a risk-on trade; it's a realignment of global production lines. #SouthKorea #Taiwan #Semiconductors #SupplyChain #Micron #EWY #EWT #FXI #StrongDollar #TradeDeficit #MemoryChips #KoreaETF #TaiwanETF #GlobalTrade #EmergingMarkets #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations?

This episode is 7 minutes long.

When was this International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations episode published?

This episode was published on May 26, 2026.

What is this episode about?

South Korea's EWY ETF surged 14.3% in the past week, while Taiwan's EWT jumped 13.5%. Lucas and Luna unpack what's driving the rally: a structural shift in semiconductor supply chains away from China, the memory-chip boom led by Micron hitting a...

Can I download this International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations episode?

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