Vietnam's military-run telecom company Viettel begins construction of the country's first chip plant, with trial production expected to start by late 2027
Vietnam's military-run telecom company Viettel begins construction of the country's first chip plant, with trial production expected to start by late 2027
Vietnam's military-run telecom company Viettel on Friday began construction of the country's first semiconductor fabrication plant …
Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam
Akash Sriram / Reuters :
Intel cancelled planned fab projects in Germany and Poland, and will consolidate its testing and assembly operations in Vietnam and Malaysia
Intel reported second-quarter results on Thursday that beat Wall Street expectations on revenue, as the company's new CEO Lip-Bu Tan announced significant cuts in chip factory construction.
On its Q2 call, Apple said that a “majority” of iPhones sold in the US in Q3 will come from India while “nearly all” of its other devices will come from Vietnam
www.wsj.com/tech/apple-a... Steve Kovach / @stevekovach : More highlights: Cook says in current quarter over half of phones sold in U.S. come from India. Government subsidies in China helped improve ...
Sources: Apple asked suppliers in India, Vietnam, and Thailand to ramp up production earlier in 2025; Indian factory utilization rates are already at the limit
TAIPEI — Apple is ramping up production of key products in India and Vietnam to take advantage of a 90-day grace period on U.S. tariffs …
Chinese traders are selling servers with Nvidia chips, like Blackwell and H200, via third parties in Vietnam, Taiwan, and others; some promise six-week delivery
Traders offer servers containing the company's Blackwell chips by routing them through third parties in nearby regions
CapitaLand: Asia Pacific's colocation data center market is expected to grow to $52.2B by 2026, up from $25.5B in 2022, driven by demand for AI-based services
While cloud computing is today the primary driver for DC demand … CapitaLand Investment Limited : CapitaLand Investment launches research paper on ‘Asia Pacific Data Centre Investment Strategies in th...
How the US-China fallout is fueling the rise of boomtowns in Vietnam and Malaysia, as companies and governments rush to develop AI and establish chipmaking hubs
An accelerating influx of tech investment is transforming local economies in Malaysia and Vietnam.
Sources: Meta is shifting part of the development of its MR headsets to Chinese manufacturer Goertek and moving half of production to Vietnam from China
Meta Platforms is changing how it designs and where it builds its mixed reality devices to stem deep financial losses and skirt a possible trade war between the U.S. and China.