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

Compal Electronics' PCB subsidiary, Allied Circuit Co., Ltd. (ACCL), has announced a joint venture with Japan's Meiko to establish a high-layer count (HLC) printed circuit board plant in Vietnam. The new entity, tentatively named AlliedCircuitMeikoVietnam, will set up operations within Meiko's new factory complex in Hoa Binh Province, northern Vietnam

Networking and server PCB giant GCE announced plans to expand its Thailand facility with a US$40 million investment to boost ASIC server production capacity by the second half of 2026. This move comes as ASIC server customer orders ramp up, pushing Taiwan and China plants to full capacity and driving strong revenue growth expected in the third quarter of 2025

Vietnam is solidifying its position as a major hub for South Korea's information and communications technology (ICT) industry, driven by government digitization initiatives and a large, skilled science and technology workforce. The COVID-19 pandemic accelerated the adoption of online services, further strengthening ties between the two countries in digital sectors. However, success in Vietnam requires adaptation to local language, culture, and business practices, while intellectual property rights and data protection remain sensitive issues

Taiwan-based Ampoc, a distributor and manufacturer of PCB wet process equipment and semiconductor materials, anticipates increasing overlap between PCB and semiconductor industries due to vertical integration, according to chairman Ronald Su. This convergence is expected to create favorable opportunities for Ampoc, which operates actively across both markets

Amid changing geopolitical dynamics, Southeast Asia is becoming a key expansion area for Taiwanese manufacturers. The Philippines' shift from pro-China to pro-US, coupled with its "Digital Infrastructure Plan" to enhance internet networks, is opening new opportunities for Taiwanese network equipment suppliers

King Yuan Electronics Co. (KYEC), a top IC testing service provider, said it will inject SGD100 million into its Singapore unit, fueling speculation that the move is paving the way for overseas expansion

LG Innotek has officially commenced operations at its newly completed V3 factory in Haiphong, Vietnam, effectively doubling its camera module production capacity. The expansion is part of the company's strategy to enhance its global leadership in the smartphone camera market amid intense competition from Chinese manufacturers

As supply chains reorganize and markets expand, Southeast Asia has emerged as a strategic region that Taiwanese industries cannot afford to overlook. At the recent Taiwan Expo in the Philippines, Filipino buyers shared their thoughts with DIGITIMES. The general consensus among them is that the quality and pricing of Taiwanese products are the primary factors attracting their interest. However, establishing strong brand recognition in the international market continues to be a significant challenge for Taiwanese manufacturers

Apple is preparing to launch its iPhone 17 series globally — and for the first time, Indonesia will be part of the initial wave of releases

Advanced packaging has emerged as the centerpiece of semiconductor innovation, with industry attention now focused on what will replace the dominant chip-on-wafer-on-substrate (CoWoS) process. Many suppliers see chip-on-panel-on-substrate (CoPoS) —a panel-level packaging method that converts round wafers into square panels— as the frontrunner for near-term adoption

Vietnamese technology giant FPT Corporation is intensifying its push into the semiconductor industry with plans to establish a new backend semiconductor manufacturing facility in the central city of Đà Nẵng

The Taiwan Expo in the Philippines opened on September 17, 2025 in Manila after a six-year hiatus. James Huang, chairman of the Taiwan External Trade Development Council (TAITRA), noted that Taiwan's return to the Philippines comes amid drastically changed international supply chains and geopolitical dynamics. Both the Philippine government and business sectors now have stronger trust in the technological solutions Taiwan offers

TSMC's successful establishment of a chip manufacturing plant in Arizona has reignited semiconductor development efforts in countries including India, Vietnam, and Qatar. Industry sources note that while the US, Europe, and Japan maintain leadership in semiconductor manufacturing through strong government support, emerging regions are increasingly seeking cooperation with Taiwan's semiconductor ecosystem to advance their own industries