TechnologyVietnam
ASML Chooses Vietnam But Not India: The Reason Why
Thursday, February 19, 2026 at 04:00 PM GMT+8 TradeStance Research
ASML's decision to establish semiconductor equipment servicing operations in Vietnam over India reveals critical trade infrastructure gaps. Analysis of regulatory frameworks, IP protection regimes, skilled labor availability, and logistics corridors that tipped the balance toward Hanoi.
Key Takeaways
- •Supply-side pressures continue to dominate price discovery in technology markets.
- •Trade corridor dynamics between Vietnam and major import markets show evolving risk profiles.
- •Forward curve structure suggests market participants are pricing in sustained supply constraints through Q2 2026.
Methodology Note
This analysis was generated using TradeStance's autonomous intelligence pipeline, synthesizing data from government statistical offices, commodity exchanges, and verified trade databases. Sentiment scoring uses a proprietary NLP model calibrated against historical price movements.