Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Taiwan Semiconductor Dominates EM Tech in 2026
Lucas and Luna examine how Taiwan's semiconductor ecosystem has become the backbone of emerging market tech growth in 2026. With TSMC leading advanced chip manufacturing, the island now accounts for over 60% of global foundry revenue. They discuss the recent 5.1% rally in Taiwan's ETF (EWT) versus China's declines, geopolitical risks, and why Taiwan's tech supply chain is deepening. References to data as of June 22, 2026.
#Taiwan #Semiconductor #TSMC #EMTech #EmergingMarkets #EWT #ChipSupplyChain #Geopolitics #TechInvesting #FXI #ChinaDecoupling #SupplyChain #Economics…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.