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Internet adoption in Asia-Pacific will rise from 65.8% in 2025 to 70.2% in 2030, thanks to rapidly expanding infrastructure鈥攑articularly in the Philippines, India, Indonesia, and Vietnam. But parts of the region are still lagging.

Nvidia woos global AI partners, HP shifts output to Mexico and Vietnam, and Lenovo pivots to India鈥攃lear signs that risk mitigation now outweighs China鈥檚 diminishing cost advantage.

Apparel brands and manufacturers fear hit from Trump tariffs: The duties will disproportionately affect the industry, as 97% of the apparel and shoes sold in the US is imported from countries like China and Vietnam.

Vietnam also contributed to the March spike, though its trade future remains uncertain as the tariff situation could change. Apple鈥檚 move to India pays off: Apple, which has led the shift away from Chinese production, has clearly benefited in the short term from its early investments in India and Vietnam, but the India pipeline is getting pushback from President Donald Trump.

The news: TikTok, Meta, and Snap are facing unprecedented regulatory pushback in the Asia-Pacific region as Vietnam, Malaysia, Indonesia, Pakistan, and Australia enact laws to protect children.

As much as 35% of what the retailer sells comes from China, while another 40% originates from countries like Vietnam and India鈥攎aking it particularly exposed to tariffs. As of mid-May, the retailer has made the necessary pricing adjustments to account for increased costs, although Barry stressed that increases are a 鈥渧ery last resort.鈥�.

But it鈥檚 a risky tactic given the company鈥檚 reliance on manufacturers in Vietnam, Cambodia, and India鈥攁ll of which could be subject once again to heavy duties once the current pause on reciprocal tariffs ends on July 9. However, the alternative could be just as problematic.

Over half (52%) of gamers in the US, the UK, Germany, Vietnam, and Japan would quit playing if they encountered multiple disruptive ad features, per Deloitte鈥檚 Quality Drives Value: A Look into Mobile Gaming Ads survey. 20% would play a title more frequently if in-game ads were high quality. The same number would abandon a game entirely after seeing disruptive ads.

Retail: Philippines (9.5%), India (8.7%), Vietnam (7.5%), Thailand (6.0%), Malaysia (5.5%). Ecommerce: Philippines (23.0%), Thailand (20.0%), India (17.5%), Malaysia (15.5%), Vietnam (13.0%). Digital buyer penetration and ecommerce sales share of total retail vary widely in Asia-Pacific. 蘑菇AV one-third of retail sales in Asia-Pacific are conducted online in 2025.

Anything higher than that could be a problem for the company, given that it relies heavily on Vietnam (previously subject to 46% duties) for sourcing. The opportunity: Even with its tariff exposure, On has more breathing room than its peers thanks to its premium positioning, the strength of its niche, and growing popularity with consumers.

It also stocked up on inventory early, allowing it to sidestep鈥攆or now鈥攁dditional tariffs of 145% on China imports (which account for 10% of its sourcing) as well as 10% duties on imports from Vietnam, Cambodia, and the Philippines. But, given that the latter three countries account for 70% of production, Tapestry could be vulnerable to reciprocal tariffs.

While Skechers declined to say how much it relies on hubs like China and Vietnam for manufacturing, the company did note that it depends on the former for products like children鈥檚 shoes that are cost-prohibitive to produce elsewhere.

For example, about 80% of Traeger鈥檚 grills were made in China in fiscal 2024, with the remainder produced in Vietnam. Current tariff policies impose duties of 45% on Chinese-made grills and 35% on those from Vietnam, translating to higher prices and tighter supply chains as Americans prepare for their summer celebrations. Empty shelves ahead: The repercussions won鈥檛 end with Independence Day.

At the same time, many furniture retailers鈥攊ncluding Wayfair and RH鈥攁re reliant on Vietnam and China for sourcing, leaving them (and their customers) vulnerable to tariffs. The toy industry is also vulnerable. Asia is a popular manufacturing destination for Crayola, Hasbro, Mattel, and Funko.

Apple was hit the hardest due to its manufacturing plants in China, India, and Vietnam: Its shares plunged 9.2% in the day after the announcement. Amazon and Meta followed close behind, each with 9% declines, while Nvidia鈥檚 shares fell 7.8%. Alphabet and Tesla saw more modest losses of 3.9% and 5.5%, respectively.