DIGITIMES Asia news - Southeast Asia

Monday 2 February 2026

Micron ramps global memory investments as Nvidia prepares HBM4 rollout

As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics and SK Hynix. Yet the company's recent surge in capacity investments signals growing confidence in its memory business. At the same time, its expansion in Singapore—focused on NAND Flash—is widely seen as a forward-looking technological move

Friday 30 January 2026

Tex Year Industries eyes strong 1H26 growth on India, Vietnam capacity, and specialty chemicals

Tex Year Industries anticipates returning to growth in 2026 following a slight revenue decline in 2025, driven by expanded production capacity in India and Vietnam and the maturation of its high-end specialty chemical segment. The company remains cautiously optimistic despite ongoing geopolitical and economic challenges

Thursday 29 January 2026

Kim Long Motor and BYD plan US$130 million battery factory in Vietnam

Vietnamese automaker Kim Long Motor announced plans to collaborate with Chinese electric vehicle (EV) manufacturer BYD on a US$130 million battery factory in central Vietnam, signaling a growing push into the region's electrification sector

Thursday 29 January 2026

Why can't tech giants escape China's smartphone production grip?

Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating Google has begun relocating NPI for its premium smartphones to Vietnam. Industry insiders note initial progress but emphasize significant structural hurdles in this complex transition

Wednesday 28 January 2026

South Korea's trade with Vietnam grows strongly; sets export value record in 2025

South Korea's total export value surpassed US$700 billion for the first time in 2025, with Vietnam remaining the third-largest trading partner and the second-largest source of South Korea's trade surplus. Booming semiconductor exports largely drove the growth

Tuesday 27 January 2026

Micron breaks ground on US$24 billion advanced NAND fab in Singapore

Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24 billion over 10 years. The new facility is expected to provide 700,000 square feet of cleanroom space, with wafer production scheduled to begin in the second half of 2028, aiming to meet growing demand for NAND memory driven by AI and data-intensive applications

Friday 23 January 2026

China and Vietnam remain key manufacturing hubs even as US tariffs reshape Taiwanese investment

Despite the impact of US tariffs under President Donald Trump, Taiwanese companies continue to view China and Vietnam as vital manufacturing and investment destinations due to their cost advantages and integrated supply chains. While investment in China has declined, these countries remain central to Taiwan's global strategy

Friday 23 January 2026

ASE Group's USI merges with EugenLight to expand silicon photonics module capacity in Vietnam

ASE Group's co-packaged optics (CPO) strategy is close to complete. In addition to launching advanced packaging solutions that integrate optical engines (OE) and application-specific integrated circuits (ASICs), its subsidiary Universal Scientific Industrial (USI) is also expanding in optical communications. USI recently announced that it has completed the acquisition of a controlling stake in Chengdu-based EugenLight Technologies

Friday 23 January 2026

Thailand's tech hub ambitions: US$3.1 billion data centers, chip roadmap to 2050

Thailand is reinforcing its ambitions as a regional technology hub, approving US$3.1 billion in data center projects while unveiling a national semiconductor and advanced electronics strategy aimed at building a fully integrated "Made-in-Thailand" chip ecosystem by 2050

Friday 23 January 2026

BizLink's early move to Malaysia highlights shifting dynamics in global supply chains

As businesses increasingly adopt an "Out of China" approach due to geopolitical pressures, BizLink Group's strategic choice to establish operations in Malaysia early on offers insights into Southeast Asia's evolving role in manufacturing. While many Taiwanese firms initially expanded into China, BizLink began with a modest three-person office in Malaysia. This decision has paid dividends as the country transitioned from a low-cost labor hub into a significant manufacturing center driven by the rise of AI, according to BizLink Group chairman Roger Liang

Friday 23 January 2026

NAND shortages help Phison to enter US server supply chain

Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling the company to enter the US server supply chain and the enterprise storage market. According to Pua, large server customers have proactively approached Phison to help secure supply, while NAND flash prices continue to trend upward. Consumer and channel markets are unable to bear the cost pressure, pushing the storage industry into a phase of structurally strong long-term demand

Thursday 22 January 2026

Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite ongoing inventory adjustments among automotive customers. Strong demand from server and memory module applications is driving a steady increase in utilization rates, allowing first-quarter operations to defy traditional seasonality and remain in line with the previous quarter's revenue level

Wednesday 21 January 2026

Vietnam begins construction of first domestic semiconductor plant

Vietnam has officially begun construction of its first homegrown semiconductor chip manufacturing facility, marking a significant step in the country's plans to develop a domestic semiconductor ecosystem

Wednesday 21 January 2026

Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment

Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership with local firm Saha Pathana Inter-Holding (SPI). The project involves approximately THB65 billion (US$2.1 billion) to establish advanced PCB production capacity, aiming to position Thailand as a key PCB manufacturing center in Southeast Asia

Tuesday 20 January 2026

Foxconn lighthouse factory brings sustainable manufacturing and GenAI-driven decarbonization to Vietnam

The World Economic Forum (WEF) has named Foxconn Industrial Internet's (FII) Bac Ninh Province facility in Vietnam as the country's first Sustainable Lighthouse Factory, recognizing its use of generative AI (GenAI) to deliver measurable carbon reductions and set a new benchmark for green manufacturing

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook