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
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
Hong Kong-based graphics card manufacturer PC Partner has strategically relocated its headquarters to Singapore to navigate US export controls on chips to China. The company has also planned to move its graphics card production lines to Indonesia, positioning itself to launch future Nvidia GeForce RTX 5090 products while maintaining compliance with US Department of Commerce regulations
LG Display (LGD) will invest an additional US$1 billion in Vietnam over the next five years to strengthen operations at its Haiphong OLED module factory, marking a significant step in its transition from LCD to OLED technology
Amid escalating US-China tensions, multinational companies are increasingly shifting their semiconductor testing and packaging operations to Vietnam, supported by local companies actively seeking investment partnerships
Amid escalating geopolitical tensions, the electronics industry is actively relocating production, with many companies adopting a "China+1" strategy. These diversification efforts, however, face significant logistical challenges, according to Taiwan-based Dimerco International Logistics Group
Topco Scientific, a Taiwan-based semiconductor materials supplier, remains confident in achieving its 2024 revenue targets, bolstered by increasing demand from China's foundry sector
Taiwan-based chip resistor maker Ta-I Technology currently maintains a capacity utilization rate of 70-80%, with prices remaining stable thanks to a more balanced supply and demand
Taiwan-based plastic molding and design provider Syncmold Enterprise approved a US$15 million increase in investment at its Thailand facility on November 8, bringing the total investment to US$20 million. This strategic move aims to position the company for an anticipated industry recovery in 2025
During a visit to India, a senior Singapore government official confirmed ongoing discussions with India's Tata Group regarding semiconductor development cooperation. This initiative aligns with India's broader strategy to forge international partnerships to strengthen its semiconductor ecosystem
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue to steer the US policy towards its established course, they are bracing for more trade restrictions that may force them to adjust their global deployments
Taiwan-based CWTC's board has approved several key resolutions, including the third-quarter 2024 profit distribution plan and a US$20 million cash capital increase for its Malaysian subsidiary, aimed at supporting production capacity expansion
Donald Trump's victory in the US presidential election has raised concerns about potential new tariffs and their impact on Southeast Asia's "China +1" strategy. Countries in the region may need new approaches to mitigate risks and reduce reliance on foreign investment
LG Electronics has expanded the scope of its R&D base in Vietnam for the second time. Having committed to establishing a comprehensive business system in Southeast Asia, their R&D expansion efforts include the active recruitment and training of local talent
Formula 1 has long been the arena for world-renowned racing teams and drivers. Now, with the rise of AI and cutting-edge technologies, it has also become a major battleground for tech giants like Lenovo, racing to lead in AI-powered solutions
Server chassis manufacturer Chenbro Micom has initiated its manufacturing base diversification with a land-signing ceremony for its new factory in Malaysia on October 30