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Tag: semiconductors
The Semiconductors category covers chip manufacturing, exports, supply chain dynamics, and technological advancements. It explores foreign direct investment, government incentives, trade policies, and emerging markets, providing insights into R&D, industry competitiveness, and geopolitical challenges in the semiconductor sector.
Vietnam’s computer and electronics exports rise by 32.38 percent in March
Vietnam’s exports of computers, electronic products, and components rose by 32.38 percent in March compared to February, totalling US$8.57 billion, according to data from Vietnam’s General Department of Customs.
Vietnam launches strategy for semiconductor industry development
Of note, Vietnam has been pursuing a greater role in semiconductor supply chains for sometime. However, it’s never been made clear exactly what a win would be in terms of Vietnam’s role in semiconductor manufacturing… It does, however, already have a place at the end of semiconductor supply chains in assembly, testing, and packaging. Low-value work to be sure but it does give Vietnam a foot in the door. Whether it can leverage this to move its way up semiconductor supply chains remains to be seen.
South Korean firm signs agreement with chip factory manager in Vietnam
Of note, Vietnam has a breadth of experience in assembly, packing, and testing of semiconductor chips on the back of huge investment from firms like Intel and Amkor. Furthermore, regional and global free trade agreements to which Vietnam is a party position it well for this final stage of semiconductor chip supply chains. That said, Vietnam’s semiconductor manufacturing has faced a number of challenges including an unreliable electricity supply and a shortage of skilled workers.
US firms Qorvo, Cadence launch chip design course in Vietnam
This cooperation in training semiconductor chip human resources between the U.S. and Vietnam follows on from a commitment made by The US president during his visit to Hanoi in September last year. It also fits with Vietnam’s ambitions to become a hub for semiconductor chip manufacturing companies, although a lack of skilled labour has proved problematic…
Amkor to push up investment in northern Vietnam by 11 years
This will make the province one of Amkor’s most extensive facilities in the world with total funding for the project reaching $1.6 billion–a $520-million factory in the first phase was inaugurated in October 2023 and is in line with a number of other big names investing in Bac Ninh including Samsung, Fushan, Canon, and Foxconn. Of note, Bac Ninh was the second most popular province for foreign invested projects in the first quarter 2024…
Vietnam’s Semiconductor Manufacturing Ambitions: Unpacked
It was 2008. The world was in the throes of the global financial crisis and businesses and consumers were tightening their belts all over the world, Intel, however was expanding. Specifically, it was building its biggest chip factory at the time in southern Vietnam. This was something relatively new for
Labour, electricity challenges weighing on Vietnam’s semiconductor ambitions
AlJazeera is carrying an article covering Vietnam’s semiconductor ambitions that identifies a lack of skilled labour and power shortages as key barriers for the industry’s development. There is not a lot new here–these issues have been well documented. It is, however, well written and balanced with a few good quotes.
US$8 million of investment waiting for clarity on renewables in Vietnam
U.S. Undersecretary for Economic Growth and the Environment, Jose Fernandez, has told a press briefing in Hanoi that US firms could invest as much as US$8 billion, but that this hinges on clarity on renewable energy development in the country, Reuters is reporting. This was after meeting with Vietnam’s Prime
Semiconductor suppliers in Vietnam largely isolated: Digitimes
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
Intel still intends to expand its operations in Vietnam: Vietnam News
Intel has not abandoned plans to expand its operation in Vietnam, despite reporting to the contrary, Vietnam News is reporting. Reuters reported earlier this month that these plans had been shelved sparking a flurry of debate over Vietnam’s future in semiconductor supply chains. The aforementioned Vietnam News article has reported
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