베트남 비즈니스 동향 업데이트: April 2026
Vietnam's social investment rose 10.7% in Q1 2026, signaling strong confidence. Major Korean firms like Samsung Electro-Mechanics and POSCO Future M are leading the charge, while the textile sector navigates growth amidst global supply chain hurdles.
Key Economic and Investment Updates
1. Vietnam’s Q1 Social Investment Up 10.7%
According to the General Statistics Office under Vietnam's Ministry of Finance, total social investment in Vietnam increased by 10.7% year-on-year in the first quarter of 2026. Authorities stated this reflects improved investor confidence and a recovering business environment.
2. Samsung Electro-Mechanics to Invest $1.2B in AI Chip Substrates
As reported by Sedaily, Samsung Electro-Mechanics plans to invest $1.2 billion in Vietnam to produce FC-BGA (Flip Chip Ball Grid Array) substrates. The facility aims to supply Nvidia's Grok3 LPU, marking a strategic move to capture more of the AI semiconductor substrate market.
3. POSCO Future M Invests $400M in Vietnam Battery Plant
POSCO Future M has announced plans to invest at least $400 million in a large-scale battery materials manufacturing facility at the Song Cong II Industrial Park in Thai Nguyen province. This will serve as the company's first major battery materials production hub in Vietnam.
4. Korea-Vietnam Summit Scheduled in Hanoi
According to Reuters, Vietnamese President To Lam is expected to meet with South Korean President Lee Jae-myung in Hanoi next week. The report cites five sources familiar with the matter.
Textile and Manufacturing Trends
1. Vietnam Textile and Garment Exports Hit $10.54 Billion in Q1
Xinhua reported that Vietnam's textile and garment exports reached $10.54 billion in the first quarter of 2026. Vietnam.vn also noted that the sector maintained stable performance throughout the quarter.
2. Middle East Conflict Impacts Garment Orders
Vietnam News reported that local textile and garment companies are facing significant challenges in securing and fulfilling overseas orders due to the ongoing Middle East conflict, which continues to disrupt logistics and operations.
3. Labor Shortages Hinder Garment Sector Expansion
Vietnam's government portal highlighted a severe labor shortage facing garment manufacturers. This is a common issue across industrial parks and has been identified as a primary obstacle to scaling up business operations.
4. Technology Innovation as Key to Survival
To cope with rising labor costs and more sophisticated market demands, automation, digitalization, and green transition have become core priorities for Vietnam's textile industry. The government portal notes that adopting these technologies is essential for improving productivity and competitiveness.
Industry Data & Statistics
| Category | Details | Source |
|---|---|---|
| Total Social Investment | Q1 2026: 10.7% increase YoY | |
| Textile/Garment Exports | Q1 2026: $10.54 Billion | |
| Samsung Electro-Mechanics | $1.2 Billion for FC-BGA production | |
| POSCO Future M | At least $400 Million for Thai Nguyen plant | Source |
| Hon Hai Subsidiary | Completed capital increase for Fushan Tech (VN), $58.3 Million investment |
Policy and Notes
Support Program for 100 Vietnamese Firms Going Global by 2030
The Prime Minister approved Decision No. 626/QD-TTg, the "Program to Expand Overseas Market Access 2026–2030." This initiative aims to support at least 100 private Vietnamese enterprises in their overseas investments, strengthening the global reach of the private sector in both scale and quality.
April 2026 Regulatory Updates
As of April 2026, Vietnam has implemented new regulatory changes across various sectors, including fire safety, banking, foreign investment, immigration, and administrative procedures. Foreign investors are advised to carefully review these new requirements.
Tay Ninh Province Accelerates Public Investment
The Tay Ninh Provincial People's Committee has directed departments, localities, and investors to implement comprehensive solutions to improve the efficiency of public investment disbursement for 2026, in line with the government's broader economic growth strategy.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
Powered by
