Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How South Korea's Memory Chip Bet Is Reshaping Global Trade
South Korea's semiconductor exports hit a record $134 billion in 2025, driven by high-bandwidth memory chips for AI. But the boom hides a vulnerability: nearly 70% of that revenue comes from China. Lucas and Luna break down how Korea's bet on HBM memory is reshaping its trade balance, why the ETF EWY is up 4.3% this week, and what happens when geopolitics threatens your biggest customer. They also explore Samsung and SK Hynix's race to build factories in the US under the CHIPS Act — and whether that's enough to diversify away from China risk. A focused look at one…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.