# How South Korea's Export Collapse Is Rewriting Chip Trade

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-s-export-collapse-is-rewriting-chip-trade
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-s-export-collapse-is-rewriting-chip-trade.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-07-16T17:58:53+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0118.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0118.mp3
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Duration seconds: 564

## Resource

Episode 118 of Trade and Tariffs with Fexingo examines South Korea's deepening export crisis in mid-2026. The iShares MSCI South Korea ETF (EWY) plunged over 10% in five days, hitting levels not seen since the 2020 pandemic. Lucas and Luna drill into the specific drivers: memory chip oversupply from China's factory glut, US-China export controls squeezing Samsung and SK Hynix, and the won's depreciation against the dollar. They connect the collapse to broader emerging market divergence—contrasting Korea's woes with China's FXI rally—and ask whether Korea's export model is structurally broken or just cyclically battered. A data-rich, case-focused episode on the new geography of semiconductor trade. #SouthKorea #Semiconductor #ExportCollapse #EWY #ChipTrade #Samsung #SKHynix #TradeWar #USChina #MemoryChips #Won #EmergingMarkets #SupplyChains #TradeTariffs #FexingoBusiness #BusinessPodcast #Economics #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo

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