SEMI warns Southeast Asia lags on semiconductors as new fabs cluster in China and Taiwan

Published on 5 May 2026

Only six of 64 new Asian fabs will be here

SEMI’s CEO says Southeast Asia risks supply vulnerabilities as only six of Asia’s 64 planned semiconductor fabs by 2029 are expected in the region. Most new capacity is set to concentrate in China and Taiwan, leaving the supply chain more exposed to geopolitical shocks. SEMI calls for faster regional expansion of semiconductor production to balance capacity and reduce risk.

SEMI says Southeast Asia will host only six of 64 new Asian fabs by 2029
Most future fabs are concentrated in China and Taiwan
The imbalance raises geopolitical and supply-chain vulnerability concerns
SEMI urges Southeast Asia to expand semiconductor production

#supply chain #semiconductors #semiconductor fabs #southeast asia #global trade

Read the full story at The Economic Times

This summarization was done by Beige for a story published on The Economic Times

SEMI warns Southeast Asia lags on semiconductors as new fabs cluster in China and Taiwan

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