越南力争2026年建成首座芯片厂！

Core Viewpoint - Vietnam is actively positioning itself in the global semiconductor supply chain by planning to establish its first semiconductor manufacturing plant by 2026, reflecting its ambition in the industry [2][4]. Group 1: National Strategy and Development Plans - Vietnam has released a national semiconductor industry development strategy extending to 2030, with a vision towards 2050, which includes a talent cultivation plan and a list of 11 strategic technologies and products [4]. - The government aims to have the first semiconductor production base operational by next year, which will require increased international support in funding, human resource training, technology transfer, and administrative management [4]. Group 2: Challenges and Recommendations - SEMI leaders highlighted potential challenges Vietnam may face in its technological growth and urged the government to accelerate reforms, simplify administrative processes, and promote the use of English in professional and regulatory fields [4]. - To ensure the successful development of the semiconductor industry, Vietnam needs to secure reliable clean energy supplies and build robust digital infrastructure [4]. Group 3: Industry Composition and Education - Vietnam currently has over 50 chip design companies employing around 7,000 engineers, with about 15 companies involved in chip packaging, testing, and semiconductor equipment production, employing approximately 6,600 engineers and over 10,000 technicians [5]. - The country has established standardized semiconductor education programs, with 166 universities offering related majors and over 6,300 undergraduates majoring in semiconductors, alongside more than 12,000 students studying related fields [5]. Group 4: Foreign Investment and Future Opportunities - As of August 2025, Vietnam has around 170 foreign direct investment projects in the semiconductor and high-tech sectors, with a total registered capital of nearly $11.6 billion [5]. - These initiatives indicate that Vietnam is actively laying the groundwork for its semiconductor industry, aiming to secure a place in the global chip supply chain, with the upcoming establishment of its first semiconductor manufacturing plant expected to bring new development opportunities [5].