Aeon Mall's first store in Da Nang asks what move to make in central cities
Aeon Mall opened its first mall in Da Nang in July, with 30,000 square meters of floor area and 54 specialty stores, half of them first outlets in the city. We set out the hints on store opening decisions that Japanese companies targeting regional hub cities should take from it.
Intel invests an additional USD 2.6 billion in Vietnam: USD 4.1 billion in total, the world's largest back-end site after 20 years
Intel is investing an additional USD 2.6 billion to mark 20 years of operation at its Vietnam plant, bringing the cumulative total to USD 4.1 billion. We explain the world's largest back-end site, with cumulative exports of USD 110 billion and 12% of Ho Chi Minh City's exports, and what it means for Japanese companies.
VinFast targets 300,000 units in 2026: a fabless shift that separates manufacturing moves the supply network
VinFast is targeting deliveries of 300,000 units in 2026 (up 52%) and has begun a fabless shift that spins its Hai Phong and Ha Tinh plants off into separate companies. We explain the Q1 results and what they mean for Japanese companies aiming at contract manufacturing and parts supply.
Highlands Coffee reaches 1,000 stores: from a 9 square meter stall to 100 million cups a year, a symbol of Vietnamese consumption
Vietnam-born Highlands Coffee reached its 1,000th store on June 12. From a 9 square meter stall to 12,000 employees and 100 million cups a year. We explain the scale of domestic consumption behind this local brand and what it means for Japanese companies.
WinCommerce adds a net 348 stores in four months, 86% of them rural: sales up 28.7% as rural WinMart+ becomes the growth engine
Masan's WinCommerce added a net 348 stores from January to April, 86% of them rural WinMart+ outlets. Total sales came to VND 15 trillion (about JPY 92.3 billion), up 28.7%, with rural openings driving growth.
Japan's Meiko breaks ground on a USD 500 million electronic circuit plant in Phu Tho Province: its sixth site in Vietnam, for AI and aerospace, with 2,000 jobs
Printed circuit board leader Meiko has broken ground on a USD 500 million electronic circuit plant in the Yen Quang Industrial Park in northern Phu Tho Province. Serving AI and aerospace, it is the company's sixth site in Vietnam and will employ about 2,000 people.
Sanyo Denki plans a roughly USD 47 million cooling fan plant in Hung Yen Province, breaking ground in September 2026 on AI and semiconductor demand
山洋電気がフンイエン省に約47百万ドル（70億円）の冷却ファン工場を計画。AI・半導体需要を背景に2026年9月着工・2027年7月稼働。日本3拠点目で、進出企業への示唆を解説。
China's YADEA Starts Up an EV Motorbike "Smart Factory" in Bac Ninh Province with Over 100 Million Dollars — Establishing a Southeast Asia Hub with Annual Capacity of 1 Million Units
中国EVバイク最大手YADEAがバクニン省に1億ドル超を投じたスマート工場を稼働。第1期で年産100万台、フル稼働で200万台超。Grabと提携し東南アジア拠点化を狙う。
Vietnam's Fast Food Outlets Rise 13% to 1,156 — KFC Expands Fastest at 40%, With a Clear Shift Toward Provincial Cities
ベトナムのファストフード店舗が2026年に1,156店へ13%増。KFCが40%増の240店で最速、地方都市の出店が469→629店に急伸。日本の外食・食品企業への示唆を解説。
POSCO Future M builds $282 million synthetic graphite anode material plant in Thai Nguyen Province — relocating EV supply
POSCO Future Mがベトナム・タイグエン省に2.82億ドルを投じ、人造黒鉛負極材工場を建設。2028年第4四半期稼働、年4.6万トン生産でEV電池サプライチェーンを移転する。
KFC launches a major push into Vietnam's provincial cities -- rural stores jump from 74 to 196, as restaurant chains' expansion strategy shifts to the regions
ベトナムのファストフード市場が13%拡大。KFCは大都市以外の地方店を74→196店に急増させ、外食チェーンの出店戦略が地方分散へ転換している。
Foxconn to manufacture humanoid robots in Vietnam -- expanding its Bac Ninh facility for full operation in November
鴻海（Foxconn）がベトナム・バクニン省の拠点に5,832万ドルを追加投資し、産業用ヒト型ロボットの製造品目を初追加。2026年11月の本格稼働を目指す。
Samsung to build a 1.5 billion dollar semiconductor test plant in Vietnam, with operations starting in 2027
サムスンがベトナム・タイグエン省に15億ドルの半導体テスト工場を建設。2027年11月稼働へ。レガシーメモリの供給逼迫に対応する。
TikTok Shop closes in on Shopee with about USD 10 billion in annual GMV — share tops 40%, and "TikTok Payment" marks its first entry into finance
TikTok Shopがベトナムで年間GMV約100億ドル・シェア40%超に到達し、首位Shopeeに肉薄。45百万人の買い手を抱える同社は決済「TikTok Payment」で金融に初参入する。
Apple to assemble its smart home hub at BYD's Vietnam plant, the first new product category built outside China from day one
Appleが2026年春に発売するスマートホームハブ（約350ドル＝約5万4,250円）を、中国のBYDがベトナム国内の工場で組立・検査・梱包する。iPad…
PepsiCo invests $400 million to build 2 plants in Vietnam — a beverage plant in Long An Province plus a food processing plant in Ha Nam Province
米PepsiCoがベトナムに約4億ドル（約620億円）を投じ、2つの新工場を建設する。ロンアン省には3億ドル超（約465億円）規模の飲料工場、ハナム省には9…
Mitani Sangyo considers deep processing of agricultural products in Dak Lak Province — extracting natural ingredients from coffee husks, pepper, and cashew nuts
創業約100年の総合商社・三谷産業（金沢市）が、ベトナム中部高原ダクラク省で農産物の深加工事業を検討している。2026年5月、同社の三谷充特別顧問（前会長）…
HOYA to build new HDD glass substrate plant in Vietnam -- approx. JPY 50 billion investment, completion in 2028 to meet AI data center demand
HOYA、ベトナムに500億円規模のHDD用ガラス基板新工場を建設 光学ガラス大手のHOYA株式会社が、ベトナムにHDD（ハードディスクドライブ）用ガラス基…
Central Retail breaks ground on its 46th GO! mall in Thai Nguyen Province, targeting regional cities with a VND 410 billion investment
Central Retail Vietnam、タイグエン省フォーイエンでGO!モールを着工 タイ大手小売Central Retail Corporation…
Kyokuyo launches its first seafood processing plant in Vietnam — $12.65 million investment to produce 5,000 tons of crab products and fish fillets per year
極洋がベトナム南部ロンアン省に初の自社水産加工工場を稼働開始。投資額1,265万ドル、年産5,000トン。中国リスク回避でASEAN生産拠点を確保する動きが加速。
AEON Mall to Simultaneously Push Forward Four Facilities in Da Nang, Ha Long, Thanh Hoa, and Bac Ninh in 2026 — The Full Picture of Its Vietnam Expansion Strategy
イオンモール・ベトナムが2026年にダナン・ハロン・タインホア・バクニンの4施設を同時推進。累計投資15億ドル、2030年に3倍拡大の長期戦略が本格始動。
TikTok Shop rolls out "e-commerce communes" across 3,000 villages in Vietnam — turning rural areas into live commerce production hubs
TikTok Shopがベトナム3,000村落で「ECコミューン」を展開。VND1,000億投資でOCOP商品20万点のライブコマース化を目指す。農村ECの覇権争いが本格化。
Dien May Xanh heads for a $546 million IPO listing on the Ho Chi Minh Stock Exchange: Vietnam's home appliance retail giant enters the capital markets
ベトナム家電最大手ディエンマイサインが5.46億ドルIPOを実施。2,008店舗・売上41.7億ドルの巨大チェーンがホーチミン証券取引所への上場を目指す。
Vietnam's convenience stores and mini supermarkets surge to 9,671 outlets: regional areas overtake urban centers
ベトナムのコンビニ・ミニスーパーが2026年に9,671店舗へ急増。地方・二級都市の出店数が全体の50%超を占め、GS25は318店舗で日系FamilyMart・7-Elevenを引き離す。
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