VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook

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VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook

VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection, and high-speed cables. The company is also preparing for tighter supply conditions in the second half of 2026, especially in memory.

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