Trumps re -election has prompted more foreign companies to relocate the supply chain, which is what we usually call "de -Chineseization, decoupling"Field ability.At the same time, Vietnamese companies like Viettel or FPT are also looking for development opportunities in this field.
In recent years, Vietnam has become one of the fastest-growing countries in global chip packaging
Reuters said that according to the news from their in -depth contact with the executives of various companies, many multinational companies have moved their business activities out of China due to trade tensions.They are worried that even if Trump does not impose 60%tariffs from Chinese -made products and discounts, it is still strengthening the trade war.
In addition, Trumps administration program also includes "preventing Chinas key industries from investing in China, trying to force China to abandon any assets that endanger US national security", and the semiconductor industry is TrumpFocus on one of the targets.He just wanted to always stuck Chinas rising neck.
The back -end semiconductor manufacturing field is less than the early (front -end) chip manufacturing in the semiconductor manufacturing field.At present, semiconductor production in the back -end stage is mainly led by China.But Reuters emphasized that Vietnam is one of the fastest -growing countries in this global US $ 100 billion industry.
Vietnam Media said that the later stage steps in the semiconductor manufacturing field include quality inspection, packaging, connecting chips and installations on the electronic circuit board -this is the manufacturing semiconductor chip for electronic equipment for electronic equipmentImportant steps play an important role in the CPU and other LSI integrated circuits.
AMKOR Technology, based in the United States, announced a plan that costs 1.6 billion U.S. dollars to build a 200,000-square-meter factory in VietnamEssenceAMKOR Technology said: This will become the companys largest and most advanced facility, focusing on improving Vietnams ability to package Vietnam in the next generation of semiconductors.
Recently, Intel announced that it would be to increase its existing packaging and testing facilities business in Vietnam to increase its investment and test facilities.Their publicity is very straightforward, that is, to reduce dependence on Chinas related businesses -de -Chinaization, to broaden new cooperation objects, claiming to increase the anti -risk ability of the US supply chain.
The United States and Vietnam Cooperation Forum will be held soon
In recent years, the economic and trade development between Vietnam and the United Statesfast.Among them, the United States has become the largest channel for Vietnamese goods exports and the second largest trading partner in Vietnam after China.Vietnam has also become the eighth largest trading partner in the United States and the most important trading partner in the United States in ASEAN.
As of the first eight months of 2024, the bilateral trade volume of the two countries was close to $ 88 billion, an increase of 22%over the same period in 2023.Among them, Vietnams exports to the United States reached US $ 77.9 billion, up 24.5%; Vietnams imports from the United States were US $ 9.8 billion, a year -on -year increase of 5.3%.Vietnam shows a high surplus state.
In order to speed up the economic and trade exchanges between the two countries, they decided to hold the theme of the "Innovation Driver Sustainable Sustainable Sustainable Constitution Driver on the 15th of this month.Development of Vietnam-U.S. Cooperation Forum.Strengthen the extensive and sustainable cooperation between the two countries in the fields of trade, scientific and technological innovation, culture and education.
Many large American companies, such as: Intel, AMK, Boeing, Nike, Ex Sen Mobil, Amazon, Marriott International Hotel, Coca -Cola, Google, Facebook, Netflix, etc.The business in Vietnam also promised to continue to expand its business in the future.
At the same time, many large Vietnamese companies, such as FPT and VINFAST, are also increasing their investment in the United States.It is reported that the semiconductor industry will be a new hot spot between the United States and Vietnam -this discussion will expand measures to promote corporate cooperation and technical transfer.
In the eyes of many American politicians, China has become the biggest challenger of the United States Global hegemony, and curbing Chinas industrial transformation and upgrading strategy is the most important foreign policy goal.This policy is mainly reflected in the United States trade restrictions, technological blockade and market access restrictions on China.
Although Trump has repeatedly expressed his unwilling to war -referring to the "hot war", he is keen on the "Cold War" and strongly emphasized that it is necessary to decide with China.In this context, Vietnam is becoming a popular destination for semiconductor industry transfer with its low labor cost and superior geographical location.
In this regard, Vietnam has introduced ambitions: By 2030, I hope to have no less than 100 chip design companies, 10 chips, 10 chipsPackage and testing factories.By 2050, Vietnam will establish a complete autonomous semiconductor ecosystem, and the annual operating income of the semiconductor industry will exceed $ 100 billion.This article is written by Nanyansheng. Welcome to forward, comment, leave a message, share and reward!
