From Vietnam to Japan: Asia’s Supply Chain Trends Transforming the Industry

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  1. TSMC Faces Profitability Challenges Amid Global Expansion

    Taiwan Semiconductor Manufacturing Company (TSMC) has lowered its profitability outlook due to the high costs of expanding its supply chain capabilities into the U.S. and Japan. While demand for AI chips remains strong, the company anticipates margins will drop 2-3 percentage points annually over the next five years. The move reflects TSMC’s strategy to diversify production away from China, which currently dominates the semiconductor manufacturing landscape.

    Source - Digitimes

  2. China's Memory Chip Industry Advances Despite U.S. Sanctions

    Chinese companies like Chang Xin Memory Technologies are leading the country’s memory chip industry in a major push to strengthen domestic production amid U.S. export restrictions. The progress highlights China's commitment to reducing reliance on foreign technology. Meanwhile, Apple has started testing its first U.S.-made chips from TSMC’s Arizona facility, marking a new era for semiconductor supply chains.

    Source - Trendforce

  3. J&T Express Records Significant Growth and Enters Mexico

    Logistics provider J&T Express reported a 31% year-over-year increase in parcel deliveries, processing over 24.65 billion parcels in 2024. To support its growing operations, the company has expanded into the Latin American market, launching a new logistics network in Mexico as part of its global growth initiative.

    Source - Logistics Area

  4. India Accelerates Logistics Development with Multi-Modal Parks

    Under its PM Gati Shakti initiative, India has announced the development of 35 multi-modal logistics parks to improve supply chain efficiency and reduce overall logistics costs. These parks aim to enhance connectivity between production hubs and markets, making India a more competitive player in global trade.

    Source: The Economic Times

  5. Singapore Enhances Its Role as a Key ASEAN Logistics Hub

    Singapore is investing heavily in advanced logistics infrastructure to solidify its position as a central hub for supply chain operations in Southeast Asia. This includes enhancing connectivity to ASEAN markets and providing state-of-the-art facilities to attract global businesses.

    Source - CNA

  6. Vietnam Gains Momentum as a Manufacturing Hotspot

    Vietnam continues to attract global manufacturers relocating from China due to competitive labor costs and strategic proximity to major markets. This trend strengthens Vietnam's position as a vital link in global supply chains.

    Source: Bloomberg

  7. Indonesia Bets Big on EV Battery Supply Chain

    Leveraging its significant nickel reserves, Indonesia is ramping up investments in the electric vehicle (EV) battery sector. The government is actively collaborating with global manufacturers to establish a robust supply chain and support the EV industry's growth.

    Source: Reuters

  8. Japan Boosts Domestic Semiconductor Production

    Japan is focusing on semiconductor sovereignty with increased investments in domestic chip manufacturing. New facilities are being developed to reduce reliance on international supply chains and support the country’s high-tech industries.

    Source: Nikkei Asia, Japan Times

  9. South Korea Advances Hydrogen Supply Chain Initiatives

    South Korea is committing substantial resources to build a comprehensive hydrogen supply chain, aiming to become a global leader in sustainable energy. The initiative is part of its larger strategy to transition to clean energy and reduce dependency on fossil fuels.

    Source: Yonhap News

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