Core Viewpoint - The United States is pressuring Vietnam to reduce its reliance on Chinese technology in the assembly and export of equipment to the U.S., aiming to create a global technology supply chain that excludes China [1][2] Group 1: U.S. Pressure on Vietnam - The U.S. has announced a 46% tariff on Vietnamese products, which is set to take effect on July 9, potentially disrupting Vietnam's export-driven economic model [1] - Vietnam has been asked to "reduce dependence on Chinese high-tech," which is part of a broader supply chain restructuring to decrease U.S. reliance on Chinese components [1][2] Group 2: Impact on Vietnamese Economy - The high tariffs could significantly limit the entry of Vietnamese manufactured goods into the U.S. market, affecting major tech companies like Apple and Samsung that rely on Chinese components [1] - Vietnamese manufacturers are expressing willingness to cooperate with the government in sourcing local components, but they warn that achieving this goal will require time and technical support [2] Group 3: Ongoing Negotiations and International Relations - Recent trade negotiations between the U.S. and Vietnam have made progress, but key issues remain unresolved, with Vietnamese representatives finding U.S. demands to be "tough" and "difficult to meet" [2] - Despite U.S. trade pressures, Vietnam is actively pursuing international cooperation, recently joining the BRICS partnership, indicating a strengthening relationship with BRICS nations [2]

6月16日路透社消息，三位知情人士称美国在与越南的关税谈判中，施压越方减少出口美国设备中使用的 中国技术。越南是苹果、三星等科技公司的重要制造基地，其组装的设备多依赖中国零部件，Meta和谷歌 在越承包商生产的产品也存在类似情况。 美国施压越南减少出口美产品中的中国科技依赖 （芯榜 6月16日消息）三位知情人士透露，美国在与越南的关税谈判中施压，要求越方减少出口美国设备 中使用的中国技术。越南作为苹果、三星等科技巨头的重要制造基地，其组装的产品多依赖中国零部件， Meta和谷歌的在越承包商生产的虚拟现实头盔、智能手机等也存在类似情况。 越南的应对与挑战 以下文章来源于芯榜+ ，作者芯榜首席 芯榜+ . 中国芯片排行榜，点击查看关注 越南共产党中央总书记阮富仲计划访美 "原产地标签"问题：美国还要求越南打击"中国制造转贴越南标签"以规避关税的行为，越方已在跟 进。 供应链调整意愿与难度：越南正组织本地企业会议，推动国产零部件供应。但企业表示需时间与技 术支持， abrupt changes（贸然调整）可能摧毁现有业务。越南工业生态仍落后中国15-20年，尤其 在供应链规模和成熟度上难以短期内替代中国。 关税压力 ...