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What the Korea ETF Surge Says About Global Supply Chains
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…
The skinny
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