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]

Core Viewpoint - The United States is pressuring Vietnam to reduce its reliance on Chinese technology in exports to the U.S., particularly in the tech sector where companies like Apple and Samsung heavily depend on Chinese components [2][4]. Group 1: U.S. Pressure and Strategic Goals - The U.S. aims to accelerate its decoupling from Chinese technology by urging Vietnam to lower its dependency on Chinese high-tech products [4]. - In 2024, China is expected to export approximately $44 billion worth of technology products to Vietnam, accounting for 30% of China's total exports to Vietnam, while Vietnam's tech exports to the U.S. are projected to be $33 billion, making up 28% of its total exports to the U.S. [4]. Group 2: Challenges Faced by Vietnam - Vietnam is organizing local enterprise meetings to promote domestic component supply, but companies express that significant time and technical support are needed, as abrupt changes could jeopardize existing businesses [6]. - Vietnam's industrial ecosystem is lagging behind China by 15-20 years, particularly in supply chain scale and maturity, making it difficult to replace Chinese components in the short term [6]. Group 3: Ongoing Negotiations and Trade Dynamics - The U.S. has threatened to impose a 46% tariff on Vietnamese goods, which would impact Vietnam's export-oriented economy. Recent negotiations in Washington have made progress, but key issues remain unresolved as the July 8 tariff deadline approaches [6]. - The U.S. is also addressing the issue of "country of origin" labels, pushing Vietnam to combat the practice of relabeling Chinese products to evade tariffs [5]. Group 4: High-Level Interactions - Vietnam's Communist Party General Secretary Nguyen Phu Trong is planning a visit to the U.S., potentially meeting with President Trump in late June, although specific dates have not been announced [7]. Group 5: Industry Responses - Major companies like Apple, Samsung, Meta, and Google, along with Vietnam's trade department, have not responded to requests for comments regarding the situation [8]. - Supply chain experts note that while Vietnam is rapidly advancing in sectors like textiles and electronics, its deep reliance on China remains a significant concern, and hasty adjustments could affect the delicate relationship between China and Vietnam [8].