February 22, 2026 -
Amid a profound restructuring of the global semiconductor supply chain, driven by geopolitics, intensifying technological competition, and rising resilience requirements, Vietnam is increasingly being mentioned as a potential new destination.
However, for global semiconductor corporations, interest or policy declarations alone are insufficient. Capital flows are only truly activated when concrete, verifiable, and operationally effective trigger conditions are met.
Global semiconductor investors do not make decisions based on potential or paper-based strategies. They invest in countries where operational conditions have been demonstrably proven.