May 19, 2026
Issue #142 — Samsung's Bac Ninh expansion and the OLED reshuffle
Why this $2.3M sq ft phase matters for the global display supply chain, and what it signals for tier-2 suppliers.
Briefings
Weekly intelligence on Vietnam's industrial economy.
Every Monday at 06:00 ICT — one concise briefing covering capital flows, supplier shifts, policy moves and the week's strategic signals.
The Monday Briefing · 06:00 ICT
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Capital flows, supplier shifts, policy moves and the week's strategic signals — cross-referenced from ministry filings, customs data and industrial disclosures.
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Recent Briefings
From the archive
May 12, 2026
Issue #141 — FDI pledges crack $38B; disbursement velocity holds
Pledged-vs-disbursed by province, what slipped, and three deals worth watching into Q3.
May 05, 2026
Issue #140 — Foxconn's Nghe An move and the new northern corridor
Land prices, labour pools and infrastructure gaps along the QL1A corridor north of Hanoi.
Apr 28, 2026
Issue #139 — VinFast export math: Indonesia, the Philippines, and the US gap
Unit economics, regional tariff exposure, and how this changes the EV component cluster thesis.
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