On June 2, US President Donald Trump announced a trade agreement imposing a 20% tariff on imports from Vietnam and a 40% tariff on transshipped products. The new tariffs have garnered significant attention within the network communication industry, particularly in Taiwan, where many manufacturers have relocated production to Vietnam, targeting the US market

US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes a separate 40% tariff on transshipped goods routed through Vietnam from other countries. In return, Vietnam will eliminate all tariffs on US imports, granting American products full access to its market

Less than a week ahead of the tariff truce deadline, US President Donald Trump announced that the Commerce Department had struck a deal with Vietnam. Under the agreement, Vietnamese exports to the US will be subject to tariffs of 20% to 40%, with the highest rate applying to goods rerouted through Vietnam from third countries

Thailand plans to restrict foreign employment at manufacturing facilities to 70% local workers, targeting Chinese companies suspected of using the country to circumvent US import restrictions, as Taiwan and China PCB makers expand operations there

On July 2, 2025, US President Donald Trump announced a tariff agreement with Vietnam. This agreement marks the first trade deal between the Trump administration and an Asian country, excluding China, signaling a shift in US trade policy in the region

Vietnam has become the first Asian country to complete reciprocal tariff negotiations with the US, with optical manufacturers including AOET and Ability operating production facilities in Vietnam

Radiant Opto-Electronics, a major manufacturer of backlight modules, acquired Finnish optics company Nanocomp in August 2023. Just over a year later, in September 2024, Radiant fully acquired Danish meta-optics firm NIL Technology ApS (NILT)

US President Donald Trump announced a sweeping trade deal with Vietnam, proposing tariffs on Vietnamese and transshipped goods while securing zero-tariff access for American products, especially SUVs, in Vietnam, pending confirmation from the White House and Hanoi

VinFast has opened its second factory in Ha Tinh province, Vietnam, to ramp up compact EV production. The new facility will support the launch of models like the VF 3 and Minio Green, aiming to boost domestic supply and exports while reinforcing the company's regional expansion strategy

Taiwanese PCB manufacturers expanding in Thailand face a challenge as new government rules require foreign-invested firms to have at least 70% local employees and no more than 30% foreigners, especially at mid- and senior levels. This policy, meant to boost local workforce development, may complicate hiring as companies ramp up production in the second half of 2025

Since US President Donald Trump championed the "Made in America" initiative, technological competition between the US and China has intensified, rapidly escalating global geopolitical risks. Overseas customers have successively adopted "non-China" and "non-Taiwan" manufacturing policies, driving a new wave of semiconductor supply chain restructuring. The future division of regional manufacturing roles is becoming increasingly clear

Singapore is positioning itself as a trusted AI hub through a US$740 million five-year investment plan while leveraging political neutrality and supply chain advantages to attract global manufacturers amid rising geopolitical tensions

As Vietnam prepares to roll out its carbon trading pilot program in 2025, TPIsoftware, a Taiwan-based technology firm, announced a strategic partnership with Ho Team Construction, the largest Taiwanese construction contractor operating in Vietnam. The collaboration will see Ho Team become the country's first construction company to adopt an AI-powered carbon inventory system, laying the groundwork for Vietnam's full-scale carbon trading regime anticipated in 2029

Taiwan Semiconductor Manufacturing Co.’s smaller affiliate Vanguard International Semiconductor Corp. may accelerate the chip production schedule at its new US$7.8 billion joint venture in Singapore on greater customer demand for hedging against geopolitical risks.
VIS may be able to push production at the new plant, which makes mature chips, to as soon as late 2026 versus the originally announced schedule of the first half of 2027, VIS Chairman Fang Leuh told reporters at a company event on Saturday in Taoyuan, Taiwan. VIS broke ground for the facility in the fourth quarter of 2024