Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Taiwan's EV Supply Chain Defies US Tariff Logic
While US trade policy fixates on China and chip bans, a quiet transformation is underway in Taiwan's electric vehicle supply chain. Episode 3 of International Business with Fexingo unpacks how Taiwanese EV parts makers—from Foxconn to smaller tier-one suppliers—are navigating tariff threats, the US-China tech war, and the shift to localized production. Lucas and Luna examine a $4.4 billion bet on US plants, the surprising resilience of Taiwan's auto-electronics sector, and what the EWY ETF's 4.4% weekly gain tells us about investor sentiment. If you think EV supply chains are…
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