Expert gives advice to Vietnam's semiconductor sector from Malaysia's experience

Integrating Regional Semiconductor Supply Chains Across ASEAN

Adopting Malaysia's industrial experience requires Vietnam to focus on operational execution rather than broad policy declarations. Building a functional regional corridor demands that participating nations align trade rules, streamline customs, and specialize in distinct stages of the supply chain instead of competing for identical assembly and testing capacity.

The primary operational risk lies in fragmented execution across borders. Regional corridor concepts fail when infrastructure, reliable power, and technical talent pipelines are developed in isolation. Operators must watch whether national governments establish concrete cross-border regulatory frameworks or allow local policy bottlenecks to disrupt multi-country supply chains.

For investment committees, evaluating regional semiconductor strategies requires auditing specific site logistics and local utility readiness rather than relying on overarching regional alignment claims.