Episode
Why Taiwan Semiconductor Stocks Are Getting Crushed
- Published
- Jul 17, 2026
- Duration seconds
- 422
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Summary
Taiwan Semiconductor Manufacturing Company, TSMC, the world's most advanced chipmaker, has seen its stock drop nearly 7% in a week. The sell-off isn't about earnings or geopolitics alone — it's about a shift in the global trade of compute. As US cloud giants like Amazon and Google pour billions into domestic AI chip production, TSMC's monopoly on leading-edge fabrication is being challenged for the first time. Lucas and Luna break down the numbers: Taiwan's EWZ ETF is down 4.9% in five days, the Nasdaq has fallen over 1%, and the Vanguard FTSE Emerging Markets ETF VWO is off 1.7%. They explore how trade-war tariffs and the CHIPS Act subsidies are accelerating a rebalancing of semiconductor supply chains, and what that means for investors who have bet big on Taiwan's export machine. A focused look at the concrete forces reshaping the most critical trade route in the global economy. #TSMC #TaiwanSemiconductor #ChipTrade #SemiconductorSupplyChain #AIchip #Tariffs #CHIPSAct #TradeWar #Nasdaq #EmergingMarkets #TechStocks #Manufacturing #SupplyChainShift #Economics #Business #FexingoBusiness #TradeAndTariffs #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo