With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based provider of hinge technology and precision components, announced plans to expand production capacity in Thailand and Vietnam amid a significant uptick in the pace at which notebook manufacturers shift operations away from China

The Biden Administration is expected to unveil new regulations by the end of the year, targeting China's acquisition of advanced AI chips through third-party nations. These measures aim to close loopholes and strengthen US control over sensitive technology exports

Foxsemicon Integrated Technology Inc. (FITI), a subsidiary of Foxconn specializing in semiconductor equipment, is expanding its footprint in Thailand with a THB10.5 billion (approx. US$311 million) investment. Approved by the Thailand Board of Investment (BOI), this initiative aims to bolster Thailand's semiconductor industry, which is rapidly becoming a regional hub for advanced manufacturing

Chinese SiC substrate vendors are seeking to expand beyond their home market where prices have collapsed amid severe oversupply, according to industry sources

Nvidia CEO Jensen Huang recently visited Thailand and Vietnam, continuing his commitment to the region. His visits to Southeast Asia are notable follow-ups from his 2023 trip, indicating significant progress in fulfilling Nvidia's promises to local governments and partners

In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor and AI industries. This push is driven by a desire to enhance security and achieve greater self-sufficiency. Consequently, there has been a growing interest in industry events like Computex and SEMICON Taiwan over the past two years

Southeast Asian nations are implementing strategic policies to promote EV adoption and secure a prominent position in the global EV industry by leveraging their regional advantages

VisionPower Semiconductor Manufacturing Company (VSMC), a joint venture between Vanguard International Semiconductor (VIS) and NXP Semiconductors formed in September 2024, celebrated the groundbreaking of its new 300mm wafer manufacturing facility in Tampines, Singapore on December 4

Nvidia plans to collaborate with the Thai government to establish a world-class AI infrastructure, though questions remain about Thailand's ability to fully capitalize on its strengths in developing a significant presence in the AI data center ecosystem

NXP Semiconductors NV and a TSMC affiliate are discussing an expansion of their US$7.8 billion Singapore venture, recognizing a need to diversify chip production in anticipation of growing US-Chinese tensions over technology

Luxshare Precision, a key Chinese partner of Apple, is expanding its production capacity in Vietnam through a significant enlargement of its Nghe An facility. The workforce is expected to grow from 12,000 to 60,000–80,000, reinforcing its position in Apple's global supply chain

The US Department of Commerce announced on November 29, 2024, its preliminary findings in antidumping duty investigations targeting crystalline photovoltaic cells and modules from Cambodia, Malaysia, Thailand, and Vietnam

Leading offshore wind turbine component maker Yeong Guan Energy Technology has announced that mass production at its Taichung plant will begin in 2025, while its plant in Thailand will begin trial production in mid-2025. Amid the trend toward supply chain diversification, the company has already received numerous inquiries from European companies about production in its Thailand plant, potentially boosting growth next year

Thailand's state-controlled energy conglomerate PTT has announced that due to fierce competition in the EV market resulting in a price war, the group will lower its stake in the joint venture company Horizon Plus, established in 2021 with Foxconn Technology Group

Malaysia's semiconductor industry is experiencing a significant talent drain despite substantial investments and training initiatives. The sector faces particular challenges in retaining high-level expertise, prompting government intervention through training programs while grappling with broader labor market issues