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Monday 24 August 2026
Notebook brands shift production back to China as Southeast Asia costs rise
Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved limited, according to supply chain sources. The shift is expected to affect Taiwan original device manufacturers (ODMs) serving new customer lines in Vietnam and Thailand.
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Saturday 15 August 2026
Interview: Acrab CEO Ken Phua on building agentic AI silicon in Singapore
Ken Phua, former Arm China co-CEO, spent 25 years abroad building someone else's business model. He came home to Singapore to build his own.
Friday 14 August 2026
Samsung weighs moving legacy memory backend work to Vietnam to free up capacity for HBM
Samsung Electronics may move part of the general-purpose DRAM and NAND packaging and testing now handled at its Cheonan and Onyang sites in South Korea to Vietnam, potentially freeing domestic backend capacity for high-bandwidth memory (HBM), according to DealSite.
Thursday 13 August 2026
Vietnam opens Haiphong free trade zone to court semiconductor investment
Vietnam has launched the Haiphong Free Trade Zone to draw high-value investment into northern port city of Haiphong, with semiconductors, precision manufacturing, and other strategic industries at the center of the plan. Officials said the new zone is part of a broader effort to make the port city a globally competitive coastal hub for logistics and the marine economy.
Wednesday 12 August 2026
Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components, a shift the company expects to drive sharp growth in its drone lens business through 2027.

Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from US AI data centers but also from a supply partnership with SpaceX that is extending its reach from terrestrial solar projects into space applications.
Sunday 9 August 2026
VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook
VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection, and high-speed cables. The company is also preparing for tighter supply conditions in the second half of 2026, especially in memory.
Friday 7 August 2026
Malaysia weighs loosening rare earth export limits as global supply chase intensifies
Malaysia is reviewing limits on unprocessed rare earth exports as investors seek access and governments worldwide race to secure strategic minerals. Any policy shift could affect supply chains far beyond Southeast Asia, shaping how global manufacturers, defense industries, and clean-energy firms source critical materials in an increasingly geopoliticized market.
Friday 7 August 2026
Chinese equipment maker breaks into LG Display's OLED supply chain

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese supplier a foothold in a production network long served by Korean equipment makers.

Tuesday 4 August 2026
Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC) plant, a move that underscores how an AI-driven scramble for the tiny components is reshaping pricing and investment across the industry.

Monday 3 August 2026
FICG launches Singapore-Malaysia dual-core strategy
FICG's advanced manufacturing subsidiary PRO3C signed a memorandum of understanding (MOU) with AME Elite Consortium Berhad, a Malaysia-listed integrated industrial space solutions provider. FICG also signed an MOU with JTC, Singapore's government agency for industrial master planning and infrastructure development.
Thursday 30 July 2026
Ennoconn deepens Singapore push with SMF pact and AI forum

Ennoconn Technologies held its 2026 Semiconductor x AI Applications Forum at Google's Asia-Pacific headquarters in Singapore on July 29 and signed a memorandum of understanding with the Singapore Manufacturers' Federation (SMF) on the same occasion. The event marked a further step in the Taiwanese technology group's expansion into Southeast Asia's semiconductor and artificial intelligence markets.

Thursday 30 July 2026
Amkor reallocates SiP production to Vietnam, freeing Korean cleanrooms for AI packaging
Amkor Technology reported record second-quarter results for 2026, characterized by broad-based revenue growth and significant strategic shifts in its global manufacturing footprint. During the subsequent Q&A session, President and CEO Kevin Engel and CFO Megan Faust detailed the company's performance across ten key areas, ranging from volatile smartphone demand to the long-term financial implications of its new US manufacturing facility.
Wednesday 29 July 2026
Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades, and related investments aimed at supporting ongoing production growth and future customer orders.
Wednesday 29 July 2026
Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity
Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The new capacity is expected to enter mass production in the second half of 2027.
Wednesday 29 July 2026
Thailand drops land bridge plan after review flags weak returns and environmental risks

Thailand has canceled its proposed Land Bridge Project after a government review concluded that the cross-country route would generate lower-than-expected returns and could harm the environment. Finance Minister Ekniti Nitithanprapas announced the decision on July 24, according to Bloomberg and The Nation.