Intelligence on Vietnam's industrial rise.
Long-form research, weekly briefings and visual analysis on Vietnam's FDI flows, manufacturing build-out and the supply-chain reallocation reshaping Asia.
The data behind a decade-defining capital reallocation.
FDI into Vietnam has more than doubled since 2018. Composition is shifting toward higher-value electronics, semiconductor packaging and EV components.
Eight-year capital trajectory
Where capital flows
What we're tracking this week.
MPI prelim: May FDI pledges $4.2B, electronics 41% share.
Foxconn confirms Nghe An phase-2 land allocation, 80 ha.
Amkor begins trial production at Bac Ninh advanced packaging line.
VinFast files Indonesia CKD plan; first units H2 2026.
SBV holds policy rate at 4.50%; VND band widened 25bp.
Cross-referenced from ministry filings, customs data and industrial disclosures
Long-form research on the forces reshaping Vietnam.
Why Vietnam keeps winning the China+1 reallocation
FDI pledges crossed $38B YTD. The composition — and what it tells us about the next five years of industrial capacity.
Samsung, Amkor and the quiet build-out of Vietnam's semi cluster
Packaging, OLED and assembly capacity is consolidating in the north. A map of the pipeline and what's still missing.
VinFast, Hyundai, and the EV supply chain forming around Hai Phong
Component clusters are emerging faster than charging infrastructure. The capex gap and who's positioned to close it.
Video intelligence on Vietnam's industrial transition.
Vietnam FDI 2025: where the next $40B goes
A province-level breakdown of pledged capital, sector composition and the supply-chain reallocation reshaping Northern Vietnam.
Weekly intelligence for operators tracking Vietnam.
Vietnam FDI, manufacturing and supply-chain intelligence — every Monday. Built from ministry filings, customs data and industrial disclosures.
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Custom briefings for PE funds, consulting teams, manufacturers and strategy desks.
Bespoke intelligence on Vietnam FDI, sector landscapes, supplier mapping and capital-flow analysis — built on the same research infrastructure powering the Monday Briefing.