In cooperation with the Vietnamese government's active promotion, Samsung Electronics is reportedly considering establishing a semiconductor assembly line in Vietnam. With Samsung currently operating large factories for products such as mobile devices and display modules in Vietnam, there are hopes of synergistic benefits
Tongtai Machine & Tool is actively expanding its semiconductor equipment business to meet the increasing demand for AI device applications and anticipates revenue from this segment to grow as a proportion of company revenue
Apaq Technology, a specialist in solid electrolytic capacitors, has acquired land adjacent to its existing plant in Malaysia for a second phase expansion, with construction expected to be completed in the fourth quarter of 2025
Fifteen Japanese companies plan to invest approximately JPY100 billion (US$680 million) in research, development, and equipment across Southeast Asia, focusing on the electric vehicle, semiconductor, and energy sectors. The Japanese government is reportedly set to subsidize around one-third of this investment
Indonesia is seeking to blend more palm oil with diesel to cut its use of fossil fuels, with the ambitious target raising the risk of tightening supply of the tropical oil
The US-China trade war, combined with the COVID-19 pandemic and subsequent global supply chain relocations, has benefited Foxconn due to its diversified global footprint
Taiwan-based Topoint Technology, which manufactures drill bits for producing IC substrates and PCBs and also accepts OEM drilling orders from clients, expects to begin pilot runs at its new Thai plant in the fourth quarter of 2024
Malaysia, after hosting SEMICON Southeast Asia in May, is set to hold the first Asia Pacific Semiconductor Summit and Expo (APSSE) from October 16 to 18, showcasing the country's rising prominence in the global semiconductor industry. However, Taiwan's semiconductor supply chain appears to be notably absent from the event
Thailand, a key automotive hub in Southeast Asia, is undergoing a significant shift towards electric vehicles (EVs). Driven by government incentives, many Chinese companies are entering the market. However, the country faces challenges, including a slower-than-expected economic recovery
Chang Wah Electromaterials Inc. (CWE), a leading semiconductor materials and distribution company based in Taiwan, recently held a board meeting where the promotion of General Manager of Sales, Thomas Huang, to CEO was approved
Approaching the final quarter of 2024, major PCB and IC substrate manufacturers are expanding operations in Southeast Asia to reduce dependence on Chinese production. Needless to say, geopolitical tensions are poised to impact the PCB and IC substrate ecosystem in 2025. In addition, environmental concerns are pushing PCB makers to address carbon reduction demands from key clients lest they lose orders in an increasingly eco-conscious market
