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The Tariff That Rewrote Global Electronics Supply Chains
Season 1
Episode 17
Published 1 month, 1 week ago
Description
In this episode, Lucas and Luna dive into how a single tariff change on semiconductors in 2024 triggered a chain reaction across consumer electronics supply chains. They trace the story of a Vietnamese assembly plant that shifted from final assembly to component manufacturing after the tariff was imposed, and how that decision reshaped sourcing strategies for smartphones, laptops, and EVs globally. Along the way, they discuss the role of trade deflection, the rise of Malaysia as an intermediate hub, and what this means for trade negotiators eyeing the next WTO ministerial. A focused look at how one trade barrier can redraw the map of global manufacturing.