Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How US-Korea Semiconductor Links Drive Tech Stock Chaos
South Korea's Kospi plunged 10% on July 28, 2026, led by a 13% crash in SK Hynix, as U.S. tech stocks also tumbled. Lucas and Luna examine the deep interdependence between the two markets through semiconductor supply chains. They discuss how AI chip export controls, memory chip cycles, and the strong dollar create a feedback loop that amplifies volatility on both sides of the Pacific. With the Nasdaq down 3.5% in five days and the Korea ETF EWY sinking 6.8%, this episode breaks down what the correlation means for global trade and investment portfolios.
#SemiconductorSupplyChain…
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