越南首个晶圆厂，正式动工

Core Insights - Vietnam has initiated the construction of its first semiconductor manufacturing plant, aiming to become a high-tech economy [1] - The plant, operated by Viettel, will support various industries including aerospace, telecommunications, automotive, and medical devices [1] - Vietnam has engaged in five out of six major stages of semiconductor production but has yet to complete the most complex manufacturing phase [1] Group 1 - The semiconductor plant will help complete the entire semiconductor production process in Vietnam [1] - Viettel plans to begin trial production by the end of 2027 and will focus on optimizing production processes over the next three years [1] - The plant covers an area of 27 hectares and has the potential for future expansion [1] Group 2 - Vietnam aims for at least 10% economic growth by 2026 and aspires to become a developed country by 2045, with high-tech investment as a key strategy [2] - The government has established a national semiconductor prototype support center to create a complete semiconductor ecosystem from design to commercialization [2] - By 2030, Vietnam targets having at least 100 chip design companies, one manufacturing plant, and around 10 assembly, packaging, and testing facilities, with an industry revenue goal of $25 billion [2] Group 3 - Vietnam's manufacturing sector currently relies on low to medium-skilled labor, and the government seeks to elevate its manufacturing capabilities [2] - Vietnam is already a major production base for Samsung, with hardware exports projected to reach $132 billion in 2024 [2] - The semiconductor sector in Vietnam has over 170 foreign-invested projects with a total investment of nearly $11.6 billion, primarily in chip design and packaging/testing [2]