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Semiconductor supply chain participation in Vietnam is mostly in memory manufacturing, packaging, and testing in the north and IC backend and design in the south, with few, if any, supply chains connecting the two, Digitimes is reporting. It also suggests the power supply in the north may be a problem for semiconductor manufacturers, and says there are a lack of subsidies, though there are tax incentives.
There is a paid report from Digitimes from which it draws this information. It’s US$400.