# Why the Trade War Is Boosting Vietnam Factory Exports

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-the-trade-war-is-boosting-vietnam-factory-exports
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-the-trade-war-is-boosting-vietnam-factory-exports.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: 2026-07-18T05:46:23+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0121.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0121.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-the-trade-war-is-boosting-vietnam-factory-exports
Duration seconds: 391

## Resource

While headlines focus on tariffs and decoupling, Vietnam's factory exports to the US have surged 28 percent in the first half of 2026. Lucas and Luna unpack how the trade war is quietly making Vietnam the world's new assembly line, the companies moving production there, and the risks including infrastructure bottlenecks and US scrutiny. The US trade deficit with Vietnam has widened to $83 billion, raising questions about how long the honeymoon lasts. A focused look at one country's supply chain pivot. #Vietnam #TradeWar #SupplyChain #Exports #Manufacturing #Tariffs #USChina #Decoupling #Samsung #Apple #Foxconn #Infrastructure #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #GlobalTrade #EmergingMarkets Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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