Building an export supercycle

Analyze the conditions under which a country can convert a temporary export surge into a durable export supercycle. Use the case of an economy with strong semiconductor leadership, heavy exposure to global demand, and a volatile currency. Cover: what makes export growth broad-based versus fragile; how exchange rates, supply-chain concentration, and sector mix affect resilience; what policy tools can help firms move up the value chain; and what warning signs suggest the boom is becoming overdependent on a single industry.