Asian Development Bank
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- World Bank lifts Vietnam's 2026 growth forecast to 7.4% on AI hardware exports
The World Bank raised Vietnam's 2026 growth forecast by 1.1 percentage points to 7.4%, as high-tech manufacturing and exports benefit from surging global AI investment. Finished computers, servers and routers make up about 60% of Vietnam's AI-related exports, and AI-related goods accounted for more than 70% of recent export growth in Vietnam, Malaysia, the Philippines and Thailand. Vietnam's AI-related exports grew from roughly 20% of GDP in 2023 to about 32% in 2025, though the country sits in assembly rather than leading-edge fabrication, leaving it exposed if AI hardware spending slows.
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