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How Taiwan Export Collapse Echoes Through Global Supply Chains
Taiwan's exports fell nearly 5 percent in the latest month, the worst showing among major Asian exporters. Lucas and Luna dig into why — and what it means for global semiconductor supply chains, the tech trade war, and the broader Asian trade slowdown. They examine the divergence between Taiwan and South Korea, the role of China's chip self-sufficiency push, and how the strong dollar is squeezing export competitiveness. The hosts also connect the data to the recent sell-off in chip stocks and the broader market weakness. Specific numbers: Taiwan's export drop, the iShares MSCI…
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