Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How AI Chip Export Controls Are Rewiring Global Supply Chains
As the US tightens export controls on advanced AI semiconductors, the global trade landscape is shifting dramatically. South Korea's Kospi is reeling — its EWY ETF dropped over 8% in the past five days — while China's markets hold steady. We break down how multinationals like Samsung and TSMC are navigating the new restrictions, why the strong dollar complicates matters, and what the latest trade deficit numbers from May 2026 tell us about the pressure points. Lucas and Luna also explore the geopolitical fallout for allies and rivals alike, and why the AI chip boom may be entering a…
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