Can Southeast Asia pitch itself as an ‘all-in-one’ chip hub?
· Source: fortune.com
In short
Southeast Asia is experiencing a surge in chip exports driven by AI demand and U.S.-China trade tensions, with the region aiming to become an integrated semiconductor supply chain hub through the ASEAN Framework for an Integrated Semiconductor Supply Chain (AFISS). Countries like Malaysia, Singapore, Vietnam, Thailand, and the Philippines are specializing in different parts of the chip value chain, seeking to drive down trade costs and move up the value chain beyond assembly and packaging. The region's strategic coordination and investment could position it as a global leader in semiconductor production and export.
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Tags: semiconductors, supply chain, southeast asia, chip manufacturing, ASEAN, packaging