Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Becoming the Semiconductor Link in EM Supply Chains
Lucas and Luna explore how Vietnam is positioning itself as a critical node in the global semiconductor supply chain, with a focus on the country's recent investments in chip assembly and testing facilities. They discuss the geopolitical factors driving this shift, including US-China trade tensions and the CHIPS Act, and examine what this means for emerging market investors. The episode references Vietnam's stock market performance and a key $500 million investment by a major chipmaker. The hosts also touch on the broader implications for Southeast Asian economies and the supply…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.