Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Becoming Asia's New Semiconductor Hub
Vietnam is quietly positioning itself as a major player in semiconductor manufacturing, attracting billion-dollar investments from global chipmakers. With the US-China trade war driving supply chain diversification, Vietnam offers a stable alternative with a young workforce and improving infrastructure. This episode looks at Samsung's $3.3 billion chip packaging plant in Bac Ninh, Intel's expansion in Ho Chi Minh City, and how Vietnam's semiconductor export value reached $18 billion in 2025, up 30% year-over-year. We discuss whether Vietnam can move beyond assembly and into…
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