Aboitiz Power Eyes Renewable Energy and Data Center Investments in Vietnam
Aboitiz Power瞄準越南再生能源與資料中心投資
Aboitiz Power, one of the Philippines’ largest energy companies, is exploring new investment opportunities in Vietnam, particularly in renewable energy and integrated data center projects. Chairman and CEO Danel C. Aboitiz highlighted the group’s expertise in coal and hydropower, while noting its ongoing research into artificial intelligence (AI) applications to improve plant maintenance and operational efficiency. He made the remarks during a meeting with Vietnam’s Deputy Prime Minister Nguyen Chi Dung on August 5.
Deputy PM Dung underscored Vietnam’s push for rapid and sustainable economic growth, stressing the need for sufficient, clean, and stable energy to meet rising demand from industries such as AI and big data. Under the National Power Development Plan VIII, Vietnam aims for renewables to make up 28–36% of capacity by 2030 and up to 75% by 2050. The government is committed to refining its legal framework, building a smart grid system, and attracting large-scale projects. Aboitiz Power will soon work with the Ministry of Industry and Trade to identify opportunities in wind, solar, and LNG, while also exploring renewable energy models linked with data centers to serve both domestic and international markets.
小編點評：Aboitiz Power正評估投資越南的再生能源與整合型資料中心領域，並結合集團在燃煤、水力及以 AI 提升電廠效率方面的專長。在與越南副總理阮志勇會談中，公司呼應越南依據《電力發展計畫 VIII》的潔淨能源目標，並計畫合作推動風電、太陽能與 LNG 專案，以支撐產業成長與數位基礎建設需求。
PM Chinh Urges Qualcomm to Deepen High-Tech Cooperation and Semiconductor Investment in Vietnam
范明正總理促高通深化越南高科技合作與半導體投資
Prime Minister Pham Minh Chinh on Tuesday met with Qualcomm CEO Cristiano Amon in Hanoi, commending the company’s two decades of collaboration with Vietnam in mobile connectivity, AI research, STEM education, and innovation ecosystem development. The PM encouraged Qualcomm to expand cooperation in high-value areas of the semiconductor supply chain, transfer advanced technologies to train local chip engineers, and strengthen partnerships with Vietnamese corporations in 5G and R&D. He also welcomed the establishment of the VNPT–Qualcomm Excellence Center, reaffirming the government’s commitment to fostering a favorable business environment and attracting top digital technology talent through supportive policies, including visa exemptions for experts.
In response, Amon praised Vietnam’s digital transformation agenda and said the country is well-positioned to become a regional R&D hub, particularly in AI. He reaffirmed Qualcomm’s long-term commitment to Vietnam, highlighting plans to expand cooperation in semiconductors, AI, IoT devices, smartphones, and high-performance computing. Qualcomm has been present in Vietnam for over 20 years, opening its first Southeast Asian R&D center in Hanoi in 2020 and launching its AI R&D center in 2025, now the firm’s third-largest globally. The company has also boosted Vietnam’s innovation ecosystem through the Qualcomm Vietnam Innovation Challenge, which has supported 29 startups and raised over US$32 million.
https://news.tuoitre.vn/pm-urges-qualcomm-to-expand-investment-in-vietnam-103250813140701784.htm
小編點評：范明正總理呼籲高通深化在越南的半導體與高科技合作，包括技術移轉、在地人才培育，以及擴大 5G 與研發夥伴關係。高通執行長 Cristiano Amon 重申長期投入，並強調越南具備成為區域 AI 與研發樞紐的潛力，以及在高通推動的計畫與中心支持下逐步壯大的創新生態系。
Vingroup Unveils Ambitious Plans for High-Speed Rail, Seaports, and Green Energy Projects
Vingroup 公布高鐵、海港與綠能專案的雄心計畫
Vingroup is set to accelerate Vietnam’s green infrastructure transition with major investments spanning transportation, logistics, and renewable energy. Its affiliate, VinSpeed High-Speed Railway Investment and Development JSC, is preparing to launch two high-speed rail projects in 2025: the 120-kilometer Hanoi–Quang Ninh line in the north and the Ho Chi Minh City–Can Gio line in the south, capable of speeds up to 350 km/h. VinSpeed has also registered interest in the national North–South high-speed railway. Beyond rail, Vingroup plans to invest in seaport and logistics infrastructure, with projects in Hai Phong City and Ha Tinh Province.
In the energy sector, VinEnergo Energy JSC is set to lead large-scale solar and wind projects while introducing advanced energy storage systems using batteries produced by VinFast. The company plans to develop renewable energy and storage projects in Vietnam, India, Indonesia, and the Philippines, with a target capacity of up to 80 GW. Vice-chairman and CEO Nguyen Viet Quang stated that these initiatives were in line with Politburo resolutions and demonstrated Vingroup’s commitment to national development. He emphasized that, with Vietnamese resilience, intellect, and a strong sense of national pride, the group was determined to implement these key projects successfully and help position Vietnam for a new era of prosperity and global standing.
小編點評：Vingroup 宣布將大舉投資高鐵、海港與再生能源，以支援越南綠色基礎建設轉型，包含 2025 年啟動的兩條高鐵路線，以及海防、河靜的物流專案。旗下能源公司 VinEnergo 目標在越南與東南亞打造最高達 80GW 的太陽能、風能與電池儲能布局，展現集團推動國家發展與提升全球競爭力的企圖。
Ho Chi Minh City Accelerates Green and Digital Transition After Boundary Expansion
胡志明市邊界擴張後加速綠色與數位轉型
Ho Chi Minh City is stepping up its green and digital transformation following its July 1 merger with Binh Duong Province and Ba Ria-Vung Tau, a move that expanded its population, urban area, and development capacity. At the Ho Chi Minh City–Hyogo Economic Forum 2025, held on August 5 under the theme “Trends in Green and Digital Transition: For the Goal of Sustainable Development”, city leaders highlighted clean energy and sustainability as top priorities. Vice chairman Nguyen Loc Ha emphasized that green and digital transitions are now essential for global cities, while plans include offshore wind projects in Ba Ria-Vung Tau, solar and waste-to-energy initiatives, and the flagship “For a Green Can Gio” program aimed at reaching net-zero emissions within five years.
Alongside its environmental agenda, Ho Chi Minh City is advancing digital transformation to build a high-tech ecosystem anchored by the Quang Trung Software City network, with major players such as FPT, Samsung, and Intel. With 96 percent of residents now using smartphones and extensive fiber-optic coverage, the city aims to raise the digital economy’s share of GRDP to 25 percent by 2025 and 40 percent by 2030. Following its boundary expansion, Ho Chi Minh City has gained new appeal for international investors, including Japanese businesses from Hyogo Prefecture, with Kobe Airport’s upgrade to international status expected to boost trade, investment, and cultural exchange between the two regions.
Ho Chi Minh City accelerates green transition after expanding administrative boundaries
小編點評：在 7 月 1 日完成行政區域擴張後，胡志明市正加速推動綠色與數位轉型，包括離岸風電、太陽能、垃圾轉能源，以及「綠色芹耶」計畫，目標五年內達成淨零排放。在 2025 胡志明市—兵庫經濟論壇上，市府亦強調打造高科技生態系、提升數位經濟比重，以吸引國際投資並強化與日本兵庫縣的連結。
Vietnam’s EV Market Surges as Competition Intensifies
越南電動車市場飆升，競爭加劇
Vietnam’s electric vehicle (EV) market is entering a rapid growth phase, fueled by government policies restricting gasoline vehicles in major cities and surging consumer demand. According to RMIT University, the sector could reach US$6.7 billion by 2030 with annual growth of 18 percent. Ho Chi Minh City is seeing a boom in EV showrooms and motorbike stores, while brands host regular showcases in malls to attract buyers. Domestic manufacturers like VinFast, Yadea, Selex Motors, and Dat Bike are expanding production, while global players such as BYD, Hyundai, Geely, and luxury automakers like Mercedes-Benz and BMW are joining the race. Competitive pricing, financing plans, and expanding charging networks are driving the market, though challenges in infrastructure, capital, and technology remain.
Experts emphasize that EV adoption depends on building full ecosystems rather than just selling vehicles. VinFast currently leads with nationwide charging infrastructure, while startups like EBOOST, DatCharge, and Charge Plus are scaling rapidly. Policies now require charging stations in new urban areas, and major fuel companies are piloting chargers at gas stations. Consumers increasingly demand convenience, financing, and reliable after-sales support, with cafés and shops even offering charging services to attract customers. Analysts stress that tax incentives, subsidies, and green financing will be key to ensuring domestic firms remain competitive against low-cost Chinese EVs, as Vietnam races to make clean mobility a mainstream reality.
https://news.tuoitre.vn/vietnams-ev-market-heats-up-amid-intense-competition-103250731154154324.htm
小編點評：越南電動車市場在限制燃油車政策、消費需求攀升，以及 VinFast、BYD、BMW 等國內外品牌積極擴張帶動下快速成長。市場勝負關鍵在於建立完整電動車生態系（充電基礎設施、金融方案與售後服務等），新創與燃油公司正加速布局；同時政策與誘因也試圖在低價中國進口車壓力上升之際，維持本土業者競爭力。
UAC Global Expands Green Business with New RDF Plant in Indonesia
UAC Global 以印尼新 RDF 工廠擴大綠色事業版圖
SET-listed UAC Global is strengthening its international green energy portfolio with the launch of a new refuse-derived fuel (RDF) production facility in Sukabumi, West Java, Indonesia. Developed and operated by PT Cahaya Yasa Cipta, the plant—named RDF3—was built with a 60% investment from UAC Energy, a subsidiary of UAC Global. With a production capacity of 150 tonnes of RDF per day, the facility can process at least 300 tonnes of community waste daily, reducing carbon dioxide emissions by an estimated 30,000 tonnes per year. UAC Global president and chief executive Chatchapol Prasopchok said the project reinforces the company’s sustainable energy push in Southeast Asia while supporting the circular economy.
The RDF produced at the new facility will be supplied to PT Semen Jawa, a cement maker under Siam Cement Group (SCG), Thailand’s largest cement and industrial conglomerate, which is shifting toward cleaner fuel alternatives to coal. RDF not only helps cut fossil fuel use but also reduces methane emissions from landfills by diverting non-recyclable waste into energy production. UAC Global has also invested in an RDF factory in Vientiane, Laos, which began operations in 2023 and supplies SCG Khammouane’s cement plant. The company projects a 15% revenue increase this year, up from 2.3 billion baht in 2024, driven mainly by its trading and green energy businesses.
小編點評：UAC Global 在印尼蘇卡布米啟用新的 RDF（垃圾衍生燃料）工廠，每日可處理 300 噸垃圾、每年減少 3 萬噸二氧化碳排放，強化其在東南亞的綠能布局。該 RDF 將供應 SCG 水泥業務作為較燃煤更潔淨的替代燃料；加上寮國類似設施與今年預估 15% 的營收成長，凸顯其在循環經濟與永續燃料生產的擴張角色。
Thai Telecom Industry Banks on AI to Break Growth Trap
泰國電信業押注 AI，力圖突破成長陷阱
Thailand’s telecom sector is betting on AI adoption to break free from its long-standing “growth trap” and secure new revenue streams. Advanced Info Service (AIS) chief executive Somchai Lertsutiwong said enterprise adoption of AI and 5G-driven applications across vertical industries could be the next breakthrough, similar to how the 4G era transformed the market through video streaming. Without this shift, operators may struggle to post double-digit growth, as current annual revenue gains remain only 1–2 percentage points above GDP. AIS is targeting non-mobile businesses such as digital services, cloud, and upcoming virtual banking to contribute 20% of revenue within three years, while also upgrading its 2025 earnings and core service revenue forecasts following strong second-quarter results.
True Corporation, meanwhile, is pursuing an “AI-first” strategy, restructuring its organisation from September 1, 2025, to simplify operations, accelerate decision-making, and enhance competitiveness. The company has appointed its first chief data and AI officer to lead this transformation and improve staff AI competency. Despite reporting back-to-back profitable quarters and strong Ebitda momentum, True recently downgraded its 2025 revenue targets, citing market pressures. Analysts believe AI integration, ecosystem development, and cost efficiencies will be crucial in helping Thai telecom operators capture new growth opportunities while sustaining profitability.
https://www.bangkokpost.com/business/general/3085861/telecom-companies-banking-on-ai-for-future-growth
小編點評：泰國電信業正透過 AI 與 5G 尋求跳脫長期停滯的成長瓶頸：AIS 目標以數位服務與虛擬銀行等非行動業務提高營收占比；True 則在「AI-first」策略下重整組織，以提升敏捷度與競爭力。儘管市場壓力仍在，兩家公司都認為 AI 整合與生態系打造是開啟新營收來源、維持獲利的關鍵。
Chinese Carmakers Gain Ground in Indonesia and Thailand as Japanese Share Declines
中國車廠在印尼與泰國攻城掠地，日本市占下滑
Competition in Southeast Asia’s auto market is intensifying as Chinese carmakers aggressively expand electric vehicle (EV) sales in Indonesia and Thailand, the region’s largest and third-largest auto markets. Government subsidies and tax incentives aimed at boosting EV adoption have enabled companies such as BYD, Wuling, Chery, and Beijing Auto Works to rapidly increase their market presence. In Indonesia, EV sales surged to 43,000 units in 2024, 2.5 times higher than the previous year, though still only 5% of total vehicle sales due to limited charging infrastructure. Wuling, once holding 41% of Indonesia’s EV market, saw its share fall to 30% in 2024 as BYD gained ground. To recover, Wuling is diversifying its lineup with new EV and plug-in hybrid models produced locally.
In Thailand, EVs accounted for over 10% of the 573,000 new vehicles sold in 2024, with BYD capturing 40% of the EV segment by offering steep discounts. Between January and June 2025, BYD rose to fourth place in overall sales with a 7.8% share, surpassing Mitsubishi Motors. The dominance of Japanese automakers, once exceeding 90% in Thailand, has dropped to 70.6% this year, raising concerns about their long-term competitiveness. While Japanese brands like Toyota plan to start EV production in both Indonesia and Thailand by the end of 2025, they currently lag behind their Chinese rivals, relying heavily on hybrid vehicles that receive limited government support. Analysts warn that unless Japanese automakers accelerate their EV strategies, their market share in Southeast Asia will continue to erode.
https://www.nationthailand.com/blogs/business/automobile/40053937
小編點評：在政府補貼與激進定價策略助攻下，BYD、Wuling、Chery 等中國車廠正快速提高在印尼與泰國電動車市場的占有率，日本車廠的主導地位則持續下滑。隨著電動車普及提升、基礎設施逐步改善，分析師警告日本品牌若不加速在地 EV 生產與策略轉型，恐在東南亞市場面臨更大幅度的市占流失。
BYD Welcomes New Car Carrier in Thailand, to Begin EV Exports to Europe
比亞迪迎接新運車船抵泰，將自泰國啟動對歐洲出口電動車
Chinese automaker BYD has deployed its latest car carrier, the BYD Zhengzhou, to Laem Chabang Port in Chon Buri, delivering 300 Sealion 7 SUVs from China to Thailand on Saturday. The roll-on/roll-off vessel, measuring 199 metres long and 38 metres wide with capacity for up to 7,500 vehicles, is the seventh ship in BYD’s growing logistics fleet. Powered primarily by LNG, the vessel made its maiden voyage on July 26, calling at ASEAN destinations including the Philippines, Indonesia, Malaysia, and Singapore before arriving in Thailand.
BYD confirmed that the Zhengzhou will return to Thailand at the end of August, when it will deliver another batch of EVs and then load plug-in hybrid electric vehicles (PHEVs) produced at the company’s Rayong factory for export to Europe. The company has not disclosed the volume or specific models to be shipped, though possibilities include the BYD Sealion 6 DM-i or Seal 5 DM-i. The exports mark a significant step in BYD’s strategy to expand from its Thai production base into global markets.
https://www.nationthailand.com/business/corporate/40053841
小編點評：比亞迪（BYD）新型 LNG 動力運車船「Zhengzhou」已向泰國交付 300 輛 Sealion 7 SUV，並將很快再度返泰，從其羅勇工廠把插電式油電車出口至歐洲，成為其全球擴張策略的重要里程碑。此船為 BYD 持續擴張的物流艦隊之一，且已停靠多個東協港口，凸顯 BYD 正利用泰國作為區域生產與出口樞紐。
Thailand Secures 19% Reciprocal Tariff Deal with US After Complex Negotiations
談判複雜仍告捷：泰國與美國達成 19% 對等關稅協議
Thailand has successfully reduced its tariff rate with the United States to 19%, aligning with several ASEAN neighbors such as the Philippines, Indonesia, Malaysia, and Cambodia, while Vietnam remains slightly higher at 20%. According to Pongsaran Assawachaisophon, Secretary-General to the Prime Minister for Political Affairs, the outcome reflects months of careful preparation, data-driven strategy, and well-timed negotiations. The talks were conducted under a multi-tier framework involving the Prime Minister, Commerce and Foreign Ministers, the Thai Ambassador to Washington, and a joint public-private working group, ensuring that both political and trade dimensions were addressed.
The US made four main requests in the talks: greater market access for American products, stronger rules of origin enforcement, more imports of US goods, and increased Thai investment in the US. Thailand responded by pledging to import more US raw materials for re-export, energy products, and agricultural goods, while tightening customs procedures to prevent false origin claims. Finance Minister Pichai Chunhavajira, head of Team Thailand, also emphasized the goal of cutting Thailand’s US$35.22 billion trade deficit with the US in half within five years. By swiftly addressing concerns and demonstrating sincerity—such as signing MOUs with US farmers and reforming certificate of origin processes—Bangkok secured a competitive tariff rate that officials say will protect domestic interests while deepening bilateral trade ties.
https://www.nationthailand.com/business/economy/40053826
小編點評：泰國經過數月多層級、具策略性的談判，成功與美國敲定 19% 的對等關稅稅率，與多個東協主要國家看齊，並以深化雙邊貿易關係為目標。回應美方要求，泰國承諾增加進口美國商品並加強海關執法，同時計畫在五年內將對美 352.2 億美元貿易逆差減半。
Thai Semiconductor Industry Pushes for National Strategy to Boost Competitiveness
泰國半導體業呼籲制定國家戰略以提升競爭力
The Thai Semiconductor Industry Trade Association (THSIA) has urged the government to draft a comprehensive national strategy to strengthen exports and navigate global trade challenges. At a seminar hosted by the Trade Policy and Strategy Office, THSIA vice president Naiyavudhi Wongkomet warned that Thailand lags behind regional peers like Malaysia, which already have national semiconductor master plans. He stressed that the sector faces mounting risks from shifting global production bases and US transshipment issues, calling for a long-term plan that emphasizes local procurement, technology know-how, and cross-ministerial cooperation. Naiyavudhi proposed that the Board of Investment (BOI), the Ministry of Commerce, and the Ministry of Foreign Affairs jointly drive the effort, given the industry’s complexity.
Private sector leaders echoed the call, with Delta Electronics (Thailand) senior director Kittisak Ngern-ngok-ngam highlighting the importance of innovation and domestic supply chains. Delta invests around 8.3% of annual revenue into R&D, developing products tailored to local manufacturing needs. Kittisak said Thailand must adopt more targeted strategies to strengthen “Made in Thailand” products, not just rely on business-matching activities. He added that boosting local suppliers and encouraging government-backed incentives would help shield the industry from risks linked to US tariff policies and global market shifts, while reinforcing Thailand’s position in the semiconductor value chain.
https://www.nationthailand.com/business/manufacturing/40054025
小編點評：泰國半導體產業呼籲政府提出國家級戰略，以提升競爭力、因應全球貿易風險並追趕如馬來西亞等同業國家，重點在跨部會協調與在地採購。包括 Delta Electronics 在內的業界領袖強調創新、強化本土供應鏈與更精準的政府獎勵措施，才能鞏固泰國在全球半導體價值鏈中的角色。
Sluggish Renewable Policy Could Cost Thailand THB 1 Trillion in Lost Investment, TDRI Warns
TDRI 警告：再生能源政策推進遲緩，泰國恐流失 1 兆泰銖投資
Thailand risks losing up to THB 1 trillion (USD 30.9 billion) in foreign investment due to delays in implementing Direct Power Purchase Agreement (DPPA) regulations, according to the Thailand Development Research Institute (TDRI). Researcher Areeporn Asawinpongphan cautioned that industries in the Eastern Economic Corridor, a hub for high-tech manufacturing, face limited renewable energy access, undermining the country’s ability to attract investors. Many foreign companies, particularly data centers and cloud service providers, are pressing the government to speed up renewable market liberalization to meet export-driven decarbonization requirements. While the National Energy Policy Council approved a DPPA pilot in June 2024, progress has been slow, raising investor concerns.
TDRI also warned that inadequate preparation for the energy transition could hurt workers in high-carbon industries unless green jobs are created. Although the government has rolled out the Utility Green Tariff (UGT1), enabling firms such as Nestlé Indochina and Google to procure clean power via state utilities, analysts argue that deeper reforms are needed. A TDRI study pointed to two main obstacles: fragmented energy policies across five separate sectoral plans and a lack of transparency in policymaking. The institute recommended stronger cross-sector coordination and greater stakeholder participation to ensure a stable and credible transition to clean energy.
https://www.reccessary.com/en/news/thailand-slow-dppa-progress-risks-billions-foreign-investment
小編點評：泰國可能因「直接購電協議（DPPA）」推動延宕而流失高達 1 兆泰銖的外資投資，導致東部經濟走廊等關鍵工業區難以取得再生能源。泰國發展研究院（TDRI）指出，政策碎片化與改革遲緩正削弱投資人信心與勞動市場穩定，並呼籲採取協調一致且透明的決策機制，以支撐可信的潔淨能源轉型。