The global electronics industry faces dual challenges of supply chain restructuring and geopolitical risks. To help member companies expand internationally and reduce trade barrier risks, the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) has been actively promoting so-called overseas science parks since Young Liu, chairman of the Foxconn group, took over as TEEMA chairman

Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion, he expects 2025 to once again be an excellent year. Yang shared that Quanta aims to become a collaborator in intelligent production systems

South Korean AI chip startup Rebellions has announced a partnership with the Sarawak state government in Borneo, marking its official entry into the Association of Southeast Asian Nations (ASEAN) market. According to South Korea's News 1 and MTN, Rebellions signed a memorandum of understanding (MOU) with Sarawak's IC design company, SMD Semiconductor, to collaborate on AI chip design and development. The cooperation includes joint semiconductor development, the Sarawak state government's data center initiatives, and joint marketing activities

Malaysia has reaffirmed its readiness to collaborate with both China and the US to develop rare earth processing technologies, according to the Ministry of Investment, Trade and Industry (MITI). The government emphasized its invitation for China to join efforts in building rare earth processing capabilities amid growing global demand and supply concerns. Malaysia possesses significant rare earth resources but lacks the specialized expertise and technology to fully exploit them

The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040, and beyond 50% by 2050. With the massive renewable energy gap in these aggressive targets, Taiwanese firms are eagerly vying for a slice of this new, emerging market

Megaspeed International Pte Ltd, a Singapore-based AI computing company, is under intensifying scrutiny as both US and Singapore authorities investigate its alleged role in diverting restricted Nvidia AI chips to China

Global Lighting Technologies (GLT) has liquidated its Zhongshan factory in Guangdong, China and has plans to start trial production at its new facility in Vietnam facility in the fourth quarter of 2025. GLT chairman Mang-shiang Lee said the company has reduced display segment revenue to below 5% of its overall sales and is expanding into the biomedical sector for stable future growth

Taiwanese printed circuit board (PCB) manufacturer Allied Circuit (ACCL), a subsidiary of Compal Electronics, has entered a joint venture with Japanese firm Meiko to establish an HLC PCB production line in Vietnam. The plant is scheduled to begin commercial operations in 2027, marking a strategic expansion amid capacity constraints at ACCL's Taiwan facilities

Malaysia's sovereign wealth fund Khazanah Nasional has denied reports that it is in talks with a Chinese state-owned firm to build a rare earth processing plant, after Reuters cited sources claiming Beijing was prepared to share its restricted refining technology in exchange for access to Malaysia's mineral reserves

GoerTek has halted one of its investment projects in Bac Ninh, Vietnam, while maintaining active efforts to pursue further business opportunities within the country. According to reports from The Investor and Vietnam Investment Review, official documents from the Bac Ninh Industrial Zones Authority confirm that GoerTek Vina decided voluntarily to terminate the project, signaling a measured shift in its local operations

Hanmi Semiconductor has established a local entity in Singapore to provide on-site support for its core customer, Micron. According to Korean media reports, including Financial News and Herald Economy, as Micron expands production, Hanmi Singapore will deploy senior engineers locally to offer fast and professional service

Yuan Jen is broadening its international footprint with a planned investment in a Thailand subsidiary in 2025, enhancing its Southeast Asian business to meet customers' one-stop purchasing needs. The company operates primarily in chemicals, plastics, and oil products, with Taiwan contributing 63% of its revenue

The US government is reportedly weighing a policy that would require companies to manufacture and import semiconductor chips in the US on a 1:1 ratio, with additional tariffs imposed on those failing to meet the standard. Malaysia's Ministry of Investment, Trade and Industry (MITI) and the US-ASEAN Business Council have voiced serious apprehensions about how this policy could affect bilateral trade and the broader semiconductor supply chain

V.S. Industry Bhd. reported a rare quarterly loss, its first in more than five years, as reciprocal tariffs and weaker customer demand weighed on sales. The Malaysian electronics manufacturing services provider posted a net loss attributable to equity holders of MYR33 million (US$7.84 million) in the fourth quarter of fiscal year 2025, compared with a profit of MYR126.7 million a year earlier