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Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations

South Korea's Chip Dominance Reshapes Global Supply Chains

In this episode of International Business with Fexingo, Lucas and Luna explore how South Korea has become the linchpin of global semiconductor supply chains, especially after export controls reshaped trade. As of May 22, 2026, the iShares MSCI South Korea ETF (EWY) has rallied 5.3% in the past five days, reflecting investor confidence in Korean chipmakers like Samsung and SK Hynix. The conversation drills into the specific data: Korea now accounts for over 60% of the global memory chip market, and its exports of semiconductors rose 15% year-over-year in Q1 2026. Lucas explains how the…

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