半导体行业观察·2025-07-29 01:14Core Viewpoint - The article discusses how the U.S.-China trade tensions, particularly the tariffs imposed by former President Trump, have created opportunities for Vietnam to establish itself in the global semiconductor industry, with a focus on local production and reducing reliance on China [3][6]. Group 1: Market Dynamics - The demand for semiconductor components in Vietnam has surged due to preemptive orders from clients before tariffs took effect, with companies like Fab-9 reporting a 20% increase in orders following Trump's tariff threats [3]. - Vietnam's semiconductor strategy aims to establish a domestic manufacturing plant, 100 chip design companies, and 10 packaging factories by 2030 [3]. Group 2: Investment and Infrastructure - VSAP Lab is investing $72 million to build an advanced semiconductor packaging laboratory in Da Nang, with a designed annual output of 10 million units [4]. - The Vietnamese government is promoting high-tech manufacturing, with state-owned Viettel pursuing similar technological advancements [5]. Group 3: Challenges and Comparisons - Despite the growth potential, Vietnam faces challenges similar to Malaysia, which has not developed a globally influential semiconductor company despite having a robust ecosystem for over 50 years [9]. - The article highlights the need for Vietnam to reform its incentive mechanisms to support local startups and attract technical talent to compete globally [9]. Group 4: Regional Developments - Other provinces in Vietnam are becoming key nodes in the semiconductor manufacturing ambitions, with companies like Vietnam Wafer Company expanding facilities to produce ultra-pure quartz for wafers [10]. - FPT and CT Semiconductor are constructing Vietnam's first wholly-owned assembly, testing, and packaging factory [10].