AsemconnectVietnam - In the first six months of 2026, computers, electronic products, and components continued to assert its leading position, serving as the most critical growth engine for both Vietnam's economy and its international trade.

A strong recovery in global technology demand, particularly the surge in investment in artificial intelligence (AI) infrastructure, data centers, and consumer electronics across major markets has provided significant momentum for both the export and import of these goods. Simultaneously, this growth trajectory has been bolstered by multinational technology corporations accelerating supply chain shifts and expanding production capacity within Vietnam.
Regarding exports, the statistics figures of the General Department of Customs indicated that in June of 2026 alone, the export value of Vietnam's computers, electronic products, and components reached US$14.94 billion, an increase of 11.55% month-on-month and a staggering 61.18% year-on-year. For the first half of 2026, the total export value for this category hit US$71.15 billion, marking a 49.21% increase compared to the same period last year. These results confirmed that computers and electronic products constituted the export category with the fastest growth rate in the country. Alongside the expansion in scale, the export market structure has also shifted positively toward greater diversification. In addition to maintaining robust growth in traditional markets such as the United States, China, and the European Union (EU), Vietnam has recorded impressive breakthroughs in ASEAN, Mexico, the UK, and various emerging markets. The increased share of exports to strategic markets, such as the US, the EU, ASEAN, and Taiwan demonstrates Vietnam's capacity to integrate more deeply into the global value chain, while a relative reduction in reliance on major markets like South Korea and China enhances the security and sustainability of export activities.
Conversely, the imports of computers, electronic products, and components have surged to supply the inputs needed for expanding domestic production. In June of 2026, the import value for this category reached US$21.61 billion, a slight increase of 1.16% month-on-month and a sharp rise of 84.3% year-on-year. For the first six months of 2026, the total import value hit US$110.06 billion, up by 62.1% compared to the same period last year. This rapid import growth reflected strong demand for components, semi-finished goods, and technology equipment among enterprises, particularly foreign-invested (FDI) firms to fulfill processing and export orders. This further underscores Vietnam's pivotal role as a key regional hub for electronics manufacturing and assembly. Regarding the supply structure, Vietnam's imports remain heavily concentrated in Asian markets such as China, South Korea, and Taiwan, which supply the majority of semiconductor components, core parts, and high-tech equipment. However, a trend toward diversifying supply sources incorporating ASEAN, the EU, and other high-tech nationsis gradually emerging, thereby enhancing the domestic supply chain's resilience against trade volatility.
Despite these highly positive results, Vietnam's electronics export and import sectors still face significant challenges. The outlook for exports in the near term remains driven by global macroeconomic conditions, fluctuations in demand for technology products, and trade policy shifts in key importing nations. Furthermore, the fact that import value exceeded export value, evidenced by a trade deficit of approximately $38.91 billion in the electronics sector during the first half of the year underscored Vietnam's heavy reliance on foreign sources for raw materials and semiconductor components. This situation presents an urgent imperative for Vietnam to accelerate the development of its supporting industries and increase localization rates to enhance domestic value creation and mitigate risks associated with supply chain disruptions or international geopolitical tensions.
Source: VITIC