# 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.*

**Published:** November 5, 2026  
**By:** Mina Okoro  
**Section:** Analysis & Comparison — Cross-border  
**Format:** Why It Matters  
**Confidence:** medium  
**Source:** https://eastasiabrief.com/analysis/vietnam-takes-12-global-ai-hardware-trade-packaging-push-1161  
**Publisher:** East Asia Brief (https://eastasiabrief.com/)

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## What to know

- Vietnam exported $160 billion in electronics in 2025, reaching 12.4% of global AI hardware trade
- FPT began trial runs at Bac Ninh plant with capacity for 300 million chips per year
- FPT starts technician training on test lines in December 2026 ahead of 2028 expansion

![Workers in cleanroom gear assemble electronic circuit boards alongside robotic arms on a factory line. (AI-generated image)](https://eastasiabrief.com/media/2026-11-05-dfa591933a3c.webp)
*Workers 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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Cite as: East Asia Brief, "Vietnam takes 12% of global AI hardware trade on packaging push," November 5, 2026. https://eastasiabrief.com/analysis/vietnam-takes-12-global-ai-hardware-trade-packaging-push-1161