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].

近日，SEMI与TechInsights联合发布了2025年第一季度半导体制造监测（SMM）报告。 数据显示，尽管新关税出台，2025年第一季度电子产品和集成电路（IC）的销售仍与传统的季节性模式 保持一致。电子产品销售额环比下降16%，同比持平。 不过，集成电路销售额却呈现强劲增长，尽管环比下降2%，但同比增长23%。 SEMI市场情报高级总监Clark Tseng认为，虽然2025年第一季度新关税并未对电子产品和集成电路销售 产生直接影响，但全球贸易政策的不确定性正促使一些公司加快出货，而另一些公司则暂停投资。 "这种褒贬不一的反应表明，受企业应对地缘政治风险的策略差异化影响，该行业在接下来的几个季度 可能会出现非典型的季节性波动。"Clark Tseng说。 报告还显示，与资本设备投资增长相一致，全球晶圆厂产能正在上升，2025年第一季度超过每季度4250 万片晶圆（以300mm晶圆当量计算），环比增长2%，同比增长7%。中国大陆在所有地区中继续领先于 产能扩张，尽管预计在未来几个季度增长速度将有所放缓。 报告显示，在资本支出和设备支出方面，2025年第一季度，半导体资本支出（Capex）环比下降7%， ...

该估计比工研院 2 月份的预测更为乐观，当时预计增长 16.2%，达到 6.17 万亿新台币。 位于中国台湾的研究机构工研院上周表示，由于集成电路（IC）制造和设计领域表现强劲，台湾 半导体行业产值今年预计将增长 19% 以上。 这家政府支持的机构在其最新的 IEK 当前季度模型报告中表示，预计今年本土半导体产业的产值 将达到 6.33 万亿新台币（2098 亿美元），比去年同期增长 19.1%。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自taipeitimes。 工研院表示，按领域划分，本土集成电路制造产值预计将比去年同期增长 23.1%，达到 4.2 万亿 新台币，超过之前预测的 19.4% 的增长。 台积电表示，今年IC设计产值预估成长13.9%，达新台币1.44兆元，高于先前预估的11.3%。 其中，IC封装产值预估为新台币4,615亿元，较去年同期成长9%；IC测试产值预估为新台币2,122 亿元，较去年同期成长6%。 全球最大的芯片代工制造商台湾半导体制造股份有限公司（TSMC）预测，由于人工智能应用对高 端工艺的强劲需求，其今年的销售额以美元计算将增长 24% 至 26%。 分析 ...

Group 1: Financial Performance - In 2024, the company's operating revenue was 922.73 million, a year-on-year decrease of 37.16% [2] - The net profit attributable to shareholders was -501 million, a decline of 617.17% compared to the previous year [3] - In Q1 2025, the operating revenue reached 233 million, showing a year-on-year growth of 16.75% [3] Group 2: Revenue Composition and Business Segments - The company's revenue is primarily derived from integrated circuits (IC), power supply products, and motor products [3] - Integrated circuits include special power management chips and motor driver chips, used in high-reliability fields such as aerospace and power generation [3] - Power supply products are utilized in various sectors, including aviation, communication, and data centers [3] Group 3: Research and Development - In 2024, R&D expenses amounted to 390.18 million, an increase of 17.41% year-on-year [2] - The focus areas for R&D in the next 3-5 years include integrated circuit micro-modules and AI device power supplies [3] - The company is actively expanding its product categories and application fields, particularly in integrated circuits and data centers [2] Group 4: Market Challenges and Strategies - The company faces challenges from insufficient downstream demand and cyclical fluctuations in the communication industry [2] - Strategies to enhance competitiveness include increasing market expansion efforts and accelerating the conversion of new research products [2] - The company plans to balance debt and equity financing to optimize its capital structure, maintaining a debt ratio below 50% historically [4] Group 5: International Business Development - In 2022 and 2023, overseas business revenue accounted for approximately 20% of total revenue, with 270 million in 2023 [3] - In 2024, overseas revenue declined to 83 million due to industry impacts [3] - The company has a subsidiary in Singapore and aims to actively expand its overseas market presence [3]