Core Viewpoint - Thailand is making significant progress in its semiconductor development goals by advancing the "National Semiconductor Roadmap 2050," a 25-year strategy aimed at transforming the country from a contract assembly base to a technology-owning nation [1] Group 1: Strategic Development - The first draft of the "National Strategy for Semiconductor and Advanced Electronics Industry Development" was reviewed during a meeting chaired by Thailand's Deputy Prime Minister and Finance Minister, Nithit Tannaprasart [1] - The strategy focuses on five key product areas: power devices, sensors, photonic devices, analog chips, and discrete devices [1] Group 2: Investment and Talent Development - The plan aims to attract over 2.5 trillion Thai Baht in investments over the next 25 years and to cultivate more than 230,000 talents for the semiconductor industry [1] - It seeks to establish a complete semiconductor ecosystem in Thailand while promoting investments in upstream wafer manufacturing [1] Group 3: Local Company Growth - The initiative also aims to nurture local companies with the potential to become future leaders in the semiconductor industry [1]

英特尔越南总经理谢建国对科技部代表团到访表示欢迎，并高度评价越南推动半导体产业的积极政策。 他表示，英特尔将深度参与越南半导体发展战略的实施，分享生态系统建设与高端人才培养经验，并助 力开发面向数字化转型的专用芯片。 此外，裴还建议英特尔参与集成电路设计开发工程师培训，提供强化课程、实习或奖学金，并与高校及 研究机构合作培养半导体高素质人才。 越南《越南经济时报》12月22日报道，越南科技部副部长裴黄芳近期访问胡志明市英特尔越南封装测试 厂时表示，建议英特尔扩大在越芯片封装测试领域的投资，并积极参与越南半导体战略实施。他还鼓励 英特尔扩大在越研发中心或与本地伙伴合作，投资实验室、仿真与测试设施，聚焦数字化转型所需专用 芯片的研发，并拓展在越南的制造与ATP(组装、测试、封装)业务。 ...

Core Viewpoint - Vietnam is rapidly emerging as a promising player in the global semiconductor industry due to increasing global demand, fragile supply chains, and escalating geopolitical tensions [2][4]. Group 1: Market Potential - The global semiconductor market is projected to exceed $600 billion in 2024 and surpass $1 trillion by 2030, with Vietnam identified as a key emerging market within this ecosystem [2]. - Vietnam's semiconductor industry is expected to grow at an annual rate of 9%, reaching $31.39 billion by 2029 [3]. Group 2: Government Support and Investment Climate - The Vietnamese government offers attractive tax incentives for semiconductor investors, including corporate tax reductions starting from October 2025 and exemptions on certain imports and VAT for specific high-tech activities [4]. - Specialized zones with advanced infrastructure and tailored support services have been established to bolster the semiconductor manufacturing sector, including high-tech parks in Ho Chi Minh City, Hanoi, and Da Nang [4]. Group 3: Challenges and Recommendations - The semiconductor industry in Vietnam faces challenges such as power supply, talent acquisition, technology, and supply chain issues [5]. - Recommendations for overcoming these challenges include investing in talent and ecosystems, establishing reliable international partnerships, focusing on strategic niche markets, and supporting SMEs and auxiliary industries [5][6]. Group 4: Global Positioning and Future Outlook - Vietnam is positioned to play a more influential role in the Southeast Asian semiconductor supply chain and potentially expand its global impact [7]. - Companies from the Netherlands, such as BESI and NXP Semiconductors, are expanding their operations in Vietnam, reinforcing the country's growing position in the global semiconductor value chain [6].