SEA Deal Ticker
Apple's supply chain keeps voting with concrete: Foxconn adds $265M in Vietnam, $57M in Singapore
New filings split the Vietnam money three ways: $117M for TV components, $114M for EV parts, $33M for Apple tablets. Foxconn's Vietnam total approaches $5 billion.
Positive-sum angle: Every EV and tablet line placed in Vietnam drags a tier-two supplier bench along with it, and that bench is what a country keeps when the anchor tenant moves on.