越南半导体，悄然崛起

Core Viewpoint - Vietnam is making a significant move in the semiconductor industry with the groundbreaking of its first semiconductor chip manufacturing plant, led by Viettel, signaling its commitment to becoming a key player in the global semiconductor landscape [1][18]. Group 1: Vietnam's Semiconductor Strategy - The Vietnamese government aims to establish 100 design companies, one wafer manufacturing plant, and about 10 packaging and testing factories by 2030, targeting an industry revenue of $25 billion and increasing local value addition to 10-15% [1][4]. - The semiconductor strategy is part of a broader national development plan, with a phased approach to attract foreign direct investment and build a self-sufficient ecosystem [4][6]. Group 2: Market Dynamics and Opportunities - Vietnam is positioned as a low-cost, low-friction location for multinational companies to diversify their supply chains amid global geopolitical tensions, with over 170 foreign investment projects in the semiconductor sector totaling nearly $11.6 billion [5]. - The semiconductor market in Vietnam is projected to grow from approximately $17 billion in 2023 to $31.28 billion by 2027, with a compound annual growth rate (CAGR) of about 11.6% [13]. Group 3: Local Industry Development - The semiconductor ecosystem in Vietnam is primarily driven by foreign companies, with local firms like FPT and Viettel emerging as key players in chip design and manufacturing [8][19]. - Viettel's wafer plant is expected to fill the gap in Vietnam's semiconductor production capabilities, allowing the country to handle five out of six major production stages [19]. Group 4: Challenges and Infrastructure - Vietnam faces challenges in building a robust local ecosystem, with a heavy reliance on foreign investment and a limited number of local suppliers and research institutions [22]. - There is a significant talent gap in the semiconductor sector, with current engineering personnel around 6,000, while future demand is estimated to exceed 20,000 [23]. - Infrastructure issues, particularly in power supply, pose risks for semiconductor manufacturing, necessitating improvements in energy security and reliability [24].