# Why Taiwan Semiconductor Stocks Are Getting Crushed

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-taiwan-semiconductor-stocks-are-getting-crushed
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-taiwan-semiconductor-stocks-are-getting-crushed.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: 2026-07-17T18:03:58+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0120.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0120.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/why-taiwan-semiconductor-stocks-are-getting-crushed
Duration seconds: 422

## Resource

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

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