Why China Is Curbs on Japan Exports Are Reshaping Tech Supply Chains

Episode 82 of The Global Economy Podcast dives into China's latest escalation in export controls targeting Japan, announced on June 29, 2026. Lucas and Luna unpack how these new restrictions on drone makers, nuclear firms, and defense institutes are rippling through global semiconductor and electronics supply chains. They connect the policy to the yen's slide past 161 per dollar and the broader trade-war logic of dual-use goods. With the yen weakening and China tightening screws, the hosts ask whether Japan's industrial base can adapt—or if the region's decades-old supply web is being permanently rewired. A focused look at one specific policy move and its real economic consequences. #ChinaJapanExportControls #SemiconductorSupplyChain #YenWeakening #DualUseGoods #GlobalTrade #DroneManufacturing #NuclearExports #DefenseTech #SupplyChainResilience #TradeWar #ExportCurb #IndustrialPolicy #JapanEconomy #ChinaEconomy #TechSupplyChain #FexingoBusiness #BusinessPodcast #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo