越南首个晶圆厂，即将开建

Core Viewpoint - The Vietnamese government has approved the construction of the country's first wafer manufacturing plant, with a total investment of 12.8 trillion VND (approximately 500 million USD), aiming for completion by 2030. This initiative is part of a broader strategy to position Vietnam as a leading semiconductor nation by 2040-2050 [1][2]. Group 1: Investment and Development Plans - The plant will focus on producing specialized chips for high-tech applications such as artificial intelligence and defense technology, with local government covering up to 30% of costs and providing tax incentives [1]. - Vietnam's semiconductor strategy, signed by the Prime Minister, outlines three phases: establishing at least 100 chip design companies, one manufacturing plant, and 10 packaging/testing facilities by 2030; expanding to 200 design companies, two wafer fabs, and 15 packaging/testing sites by 2040; and reaching 300 design companies, three manufacturing plants, and 20 packaging/testing facilities by 2050, with an annual revenue target exceeding 100 billion USD [2]. Group 2: Challenges and Industry Insights - Building an advanced chip factory may cost 50 billion USD or more, making Vietnam's 500 million USD budget seem insufficient. Industry experts suggest focusing on easier goals like chip packaging before attempting advanced manufacturing [2]. - Vietnam plans to leverage foreign investments and partnerships with domestic tech companies like Viettel to rapidly enhance its semiconductor capabilities, already hosting nearly 175 foreign semiconductor projects valued at around 12 billion USD, primarily in packaging and testing [2].