Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Markets Are Building Domestic Semiconductor Supply Chains
Lucas and Luna dive into the quiet but accelerating trend of emerging markets building their own semiconductor fabrication plants and assembly lines. With China's GDP growth slowing to its weakest since 2022 and the US dollar still elevated, countries like Vietnam, India, and Mexico are no longer just assembly hubs — they're investing billions in chip-making infrastructure. Lucas points to India's first commercial fab breaking ground near Ahmedabad and Vietnam's VinFast-backed chip design arm expanding into advanced packaging. Luna questions whether this is genuine…
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