越南半导体，强势崛起

Core Insights - The explosion of artificial intelligence (AI) is transforming Vietnam's semiconductor industry, shifting from processing and testing to deeper involvement in the global value chain [2] - The semiconductor industry is becoming a strategic pillar for modern economies, with reliance on chip design and production capabilities across various sectors including AI, IoT, and defense technology [2] - Vietnam aims for its digital economy to account for 20% of GDP by 2025 and 30% by 2030, with investments in science, technology, and innovation reaching at least 3% of GDP [2] Government Policies - The Vietnamese government has introduced significant policies to support the semiconductor industry, including the 57th Resolution on promoting breakthroughs in science, technology, and digital transformation [3] - The new "Technology and Innovation Law" allows for a sandbox mechanism, intellectual property protection, and the development of international standards, laying a solid legal foundation for the semiconductor sector [3] - As of November, Vietnam has over 170 semiconductor projects abroad with a total investment of nearly $11.6 billion, involving around 60 design companies and over 20 production and supply firms [3] Talent Development - Vietnam has over 1.9 million IT professionals, including 7,000 semiconductor design engineers, with a government plan to train over 50,000 semiconductor engineers by 2030 [3] - Collaboration between government, enterprises, and universities is crucial for Vietnam to become a semiconductor talent hub, with training programs designed in partnership with top Japanese universities [4] Strategic Initiatives - The Ministry of Science and Technology is developing an "AI Law" and building a national cloud computing and big data center to support AI and semiconductor infrastructure [5] - Viettel, a military telecommunications group, is constructing its first chip factory to develop 5G, IoT, and cybersecurity chips, aiming to master core technologies [5]