这两个亚洲国家，豪赌芯片

Group 1 - Vietnam is rapidly emerging as a significant player in the global semiconductor market, supported by strategic government initiatives, substantial foreign direct investment (FDI), and increasing global demand for semiconductors. The semiconductor supply chain market in Vietnam is projected to reach $31.28 billion by 2027, with a compound annual growth rate (CAGR) of approximately 11.6% from 2023 to 2027 [1] - By 2024, the value of Vietnam's semiconductor industry is expected to be around $18.23 billion, primarily driven by foreign enterprises such as Intel, Amkor Technology, and Hana Micron, which have established large-scale operations in the country [1] - The Vietnamese government has set an ambitious semiconductor industry development strategy aiming to establish at least 100 chip design companies and one semiconductor manufacturing plant by 2030, with a long-term goal of exceeding $100 billion in annual output by 2050 [2] Group 2 - The electric vehicle (EV) market in Vietnam is becoming a significant growth opportunity for the semiconductor industry, with domestic and global automakers accelerating their investments in the region. Global EV sales have increased by 35% year-on-year, and it is expected that by 2035, EVs will account for 50% of new car sales [2] - Vietnam's AI ecosystem is also rapidly developing, contributing to the demand for semiconductors, with FPT Group announcing a $200 million investment in collaboration with Nvidia to enhance capabilities in AI and semiconductors [3] - Vietnam faces challenges such as a shortage of skilled talent, with only about 6,000 semiconductor engineers available, while the demand is estimated at 150,000 per year. The government aims to train approximately 50,000 semiconductor engineers by 2030 [3] Group 3 - The rapid expansion of Vietnam's semiconductor industry is driven by government initiatives, strategic foreign partnerships, and global demand. Vietnam's geographical proximity to China, competitive labor costs, and political stability position it favorably in the trend of supply chain diversification [4] - The success of Vietnam's semiconductor ambitions hinges on upgrading infrastructure, cultivating a skilled workforce, and achieving differentiation in a competitive regional landscape [4] - India is also making significant strides in its semiconductor industry, with a $21 billion investment plan aimed at establishing itself as a key player in the global chip supply chain, particularly in assembly, testing, marking, and packaging (ATMP) [5][6]