Southeast Asia's chip bids and Latin America's nearshoring now compete for the same capital. Thailand's plan and Vietnam's strategy raise the stakes.
Analysis · Semiconductors
Key Facts
—Thailand roadmap Thailand launched the Siam Silica Framework on July 28, 2026, targeting 1 fab, 2 packaging plants, and 8 design firms by 2030.
—Thai incentives Thailand’s BOI approved a 200 billion baht package (about US$5.8 billion) in July 2026, including a 15-year tax holiday.
—Thai workforce Thailand’s plan needs 152 faculty, 950 researchers, 553 engineers, and 1,330 technicians, nearly 3,000 people total.
As Thailand is coming late into the game, it will have to look for ways to make itself indispensable in the industry, analysts…
The government has established the National Semiconductor Policy Committee to set the country’s strategy for the sector, with a…
Thailand cannot rely solely on foreign investment if it wants to develop the semiconductor industry as a new engine to drive…
Asia Intelligence Brief for August 10: Southeast Asia is bidding for the same chip capital as Mexico and Brazil, China is…
The new factory, for which construction has already begun in an industrial park 60 kilometers north of Hanoi, is slated to start…
The signs of growing global confidence in Vietnam’s potential to emerge as an alternative chip manufacturing hub to China are…
