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VN Express | Local Language | News | Nov. 25, 2025 | UndeterminedTrade Issues and Numbers

In the first 10 months of 2025, Vietnam's export turnover to the United States surpassed 126 billion USD, marking a 28% increase from the same period in 2024 and setting a new record. The US remains Vietnam’s largest export market, representing over 30% of total export turnover, driven by growth across multiple sectors. Key contributors include electronics, machinery, and technology, with computers, electronics, and components rising nearly 78% to over 34 billion USD, fueled by demand for AI servers and semiconductor-related products. Machinery and equipment exports grew by 9.2% to 19.6 billion USD, phones and components edged up to 9.02 billion USD, and textiles rebounded by 11.4% to 14.81 billion USD.

The toys and sporting goods sector experienced a dramatic increase of more than 255%, reaching 5.24 billion USD, due largely to American companies shifting orders from China. Other consumer products such as wood and wood products and vehicles and parts also saw increases of 6% and nearly 11%, respectively. Agricultural and aquatic products grew notably, with fruits and vegetables up 58.5%, coffee rising over 60%, rubber products growing 51%, and seafood recovering by 7.5% as US inventories declined and demand for premium products resumed.

Despite new tariffs affecting textiles since September, the sector maintained growth, with companies like Wigroup and Vinatex posting positive results and increased profits by accelerating shipments before tariffs took effect. Firms are enhancing compliance by increasing raw material localization and fully declaring origins to meet US standards. Companies are also pursuing automation, advanced processing, and new market opportunities such as the Halal segment to reduce reliance on the US market.

Experts highlight these trends as part of a global supply chain shift, where cooling US inflation, stable interest rates, and the end of inventory liquidation cycles are prompting renewed American demand. The ongoing move by US companies to reduce dependence on China further benefits Vietnamese exports in electronics, mechanical products, toys, textiles, and light industry. For 2026, prospects remain positive but face challenges from increased US trade defense investigations and stricter environmental and traceability standards. Vietnamese businesses are encouraged to enhance transparency and invest in sustainable production to sustain growth across key sectors.