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How Taiwan Is Dominating Global Chip Packaging in 2026
Episode 69 explores Taiwan's strategic chokehold on advanced chip packaging — the unsung bottleneck in the global semiconductor supply chain. With Taiwan Semiconductor leading the CoWoS and 3D stacking revolution, Taiwan is cementing its indispensability beyond just manufacturing. Lucas and Luna break down why the packaging race matters, how it affects AI hardware costs, and what that means for the broader trade landscape. They reference South Korea's EWY surge (+3.6% in a week) as a sign of chip sector momentum, and China's FXI decline (-4.8%) as a reminder of geopolitical…
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