Why Taiwan Semiconductors Dominate Despite China Tensions

Taiwan's semiconductor exports hit a record in April 2026, even as China's overall trade slows and geopolitical risks in the Strait of Hormuz and Iran escalate. Lucas and Luna drill into why Taiwan's chip industry has become indispensable to global supply chains—and why investors are piling into Taiwan ETFs like EWT, which surged 5.5% in the past week. They explore the structural advantages: the concentration of advanced fabrication at TSMC, the ecosystem of specialized suppliers in Hsinchu, and the insatiable demand from AI and data centers. The hosts contrast this with China's semiconductor self-sufficiency push, which has yet to deliver export growth. They also touch on the risk factor: what happens if tensions over Taiwan escalate? The episode closes with a look at how the market is pricing in that risk—and whether it's too complacent. #Taiwan #Semiconductors #TSMC #Chips #Export #EWT #Trade #SupplyChain #China #AI #Manufacturing #Hsinchu #Geopolitics #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo