Episode
How South Korea Chipmakers Are Navigating the Trade War
- Published
- Jul 10, 2026
- Duration seconds
- 671
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Summary
This week on Trade and Tariffs with Fexingo, Lucas and Luna break down how South Korea's semiconductor giants—Samsung and SK Hynix—are recalibrating their supply chains as the US-China trade war enters a new phase. With the KOSPI up 2.6% in five days and SK Hynix preparing a Wall Street debut, the hosts explore the 'Korea discount' and whether chip export restrictions are actually helping Korean firms diversify. They discuss how HBM memory demand from AI data centers is creating a rare win for Seoul, even as Washington and Beijing tighten tech export controls. Plus: a look at the trade-weighted dollar dipping to 120.7 and what that means for emerging market chip buyers. #SouthKorea #Semiconductors #SKHynix #Samsung #TradeWar #ChipExports #HBM #AIDataCenters #KoreaDiscount #SupplyChain #USChinaTrade #MemoryChips #KOSPI #ExportControls #TSMC #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo