AVV

17/02/2026

Chúc mừng năm mới from all of us at AVV! We hope the Year of the Horse brings health, happiness, and success.

16/02/2026

"The companies will supply up to $1 billion in cloud, AI and related services to public and private clients through three data centers across Vietnam, according to a statement on Monday."

Between this, Viettel's recent groundbreaking on Vietnam's first semiconductor fab, and other investments in the data center and chip industries, it's clear that domestic companies aren't waiting around to jump on the next tech wave.

Highlands Coffee parent also joins deal with firm that has growing Trump ties

03/02/2026

Great to see our portfolio company Obello featured by Creative Boom. Fantastic insights from co-founders Ben Pham and Ollie Ralph here. https://www.creativeboom.com/resources/why-brand-consistency-matters-more-than-ever-and-how-obello-can-help-agencies-achieve-it/

30/01/2026

The latest edition of The Ascent, our monthly newsletter, dives into Vietnam’s attempt to spur home-grown, world-class tech innovation. https://avvascent.substack.com/p/from-export-engine-to-tech-machine

28/01/2026

The Ascent, our monthly newsletter, returns this week with a look at Vietnam drive to transform from an export engine into an innovative tech machine. After robust economic growth in 2025, what are we keeping an eye on this year?

Subscribe here: https://avvascent.substack.com/subscribe

22/01/2026

Can Vietnam break into the costly, competitive semiconductor manufacturing space?

Last week, Viettel broke ground on the country's first 'fab' in Hanoi, with pilot production of 32-nanometer chips expected by late 2027. While those aren't cutting-edge specs, this is just the latest sign of Vietnam's ambitions to leap up the tech value chain and establish itself in sectors dominated by developed economies.

We're closely watching this space - are you?

The new plant is expected to begin pilot production of semiconductors by end-2027 Read more at The Business Times.

12/01/2026

Vietnam continues to build out regulations to move up the tech value chain while spurring innovation, with the revised Law on High Technology coming into effect on July 1.

It has three main objectives:

- Creating a framework for emerging strategic technologies with broad spillover effects.

- Boosting technological self-reliance and reducing dependence on imported tech.

- Transforming state governance to foster risk-taking.

What else needs to be done to fully unlock Vietnam's tech potential?

Priority will be given to projects with commitments to technology transfer, the establishment of R&D centres in Việt Nam, and stronger linkages between foreign-invested enterprises and domestic supply chains.

06/01/2026

GP Binh Tran recently joined the EUVC Podcast to discuss his journey from Silicon Valley to Ho Chi Minh City.

The wide-ranging conversation covered the growth of Vietnam’s startup ecosystem, power-law returns in emerging markets, government catalysts, and much more.

Check out the episode here:

From San Francisco to Saigon: why Vietnam’s startup wave is just getting started and how power-law VC thinking scales in emerging markets.

23/12/2025

Vietnam has pitched the just-launched International Financial Center and a national VC fund as catalysts to take the country's innovation and investment ecosystem to the next level.

fDi Intelligence recently looked at these topics, with input from our GP Binh Tran.

The Asian country pins hopes on financial centres and a national fund to boost investment

04/12/2025

Which country in Southeast Asia do you think has the most AI engagement and trust?

We'll give you a second.

If you guessed Vietnam, you're right on both counts. According to the new e-Conomy SEA 2025 report, Vietnamese users rank first in the region, with 81% of respondents saying they interact with AI tools every day, while 96% are willing to share data with AI agents.

This presents huge potential opportunities for AI-focused startups and investors, though it also doesn't guarantee success. Winning in Vietnam's AI space requires discipline, market context, and differentiation.

Get the full report here: https://economysea.withgoogle.com/

02/12/2025

Which sectors do you think tech investors in Southeast Asia expect to focus on moving forward?

It's common knowledge that tech funding in the region has faced a rough stretch. According to the e-Conomy SEA 2025 report from Google, Temasek, and Bain & Company, investors expect funding activity to increase over the next five years, especially in Singapore and Vietnam.

The two most sought-after sectors, meanwhile, are 'software and services' and 'AI and deep tech.'

What do you make of this data? Are you looking at sectors others than these?

Check out the full report: https://economysea.withgoogle.com/

27/11/2025

Last week, we marked the 10th anniversary of the partnership between our GPs, Binh Tran and Eddie Thai, with a party at the Social Club Rooftop Bar, right where we launched AVV years ago.

It was a fantastic evening with friends from across Vietnam's ecosystem, including founders, LPs, other VCs, and key stakeholders. We're grateful for everyone who attended - here's to the next 10 years!