How Vietnam Is Becoming the Next Global Semiconductor Hub

International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations · Jul 2, 2026 · 8m · transcript

Episode 89 of International Business with Fexingo. Lucas and Luna explore Vietnam's rapid rise in the global semiconductor supply chain. With the US-China trade war deepening and export controls tightening, multinationals like Intel, Samsung, and Amkor are pouring billions into Vietnam. The hosts examine what makes Vietnam attractive—low costs, political stability, trade deals—and the challenges ahead: power shortages, skilled labor gaps, and infrastructure bottlenecks. They reference recent data on the strong US dollar and emerging market divergence, and discuss how Vietnam's…