Vietnam takes 12% of global AI hardware trade on packaging push
Electronics exports reached $160 billion in 2025 as local suppliers moved beyond basic assembly into server racks and back-end semiconductor packaging.
MOBy Mina Okoro, Supply chain editor··Updated November 5, 2026·2 min read
ShareLinkedInXWhatsAppEmailWorkers in cleanroom gear assemble electronic circuit boards alongside robotic arms on a factory line. (AI-generated image)
HSBC said Nov. 5, 2026, that Vietnam has expanded beyond basic electronics assembly into server components and semiconductor packaging, securing an expanding role in global artificial intelligence hardware supply chains.
The country exported $160 billion of electrical and electronic machinery in 2025, accounting for roughly 30% of gross domestic product. That trade has moved rapidly into higher-specification equipment.
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Supply chain editor — Mina Okoro builds the impact maps that connect East Asian developments to buyers in North America and Europe, and edits the Asia Compare desk.
