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US sees Vietnam at bottom end of semiconductor supply chain?

The US will support Vietnam to attract investment in semiconductor production and developing technical skills necessary to participate in semiconductor production, according to a US Department of State press release. 

Of note in the state departments release is a reference to ‘building on Vietnam’s existing strengths in assembly, testing, and packaging’. In a White House fact sheet published last Saturday the same statement had a follow on sentence: “The effort will support the expansion of good jobs for the American middle class for work further up the semiconductor industry value chain.”

Reading between the lines it seems that the US sees Vietnam’s role in semi-conductor production in the final stages of the supply chain which requires only low-skilled. The high-skilled roles Vietnam is keen to develop, appear to be headed for the ‘American middle class’.

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Vietnam power prices rise an average of 4.8 percent, still below cost

Of note, EVN has been running at a loss for some time and banking huge losses with no retail power prices increases in the four years to November 2023. For reference, the average electricity price for the world is 15.5 US cents per kilowatt-hour with electricity in Vietnam running at about 7.5 US cents per kilowatt-hour…

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Vietnam needs change in ‘thinking and vision’ for economic development: Economist

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Vietnam Ministry of Planning and Investment sets 2025 growth target at 7-7.5 percent

Vietnam’s Ministry of Planning and Investment has set a target for GDP growth for Vietnam in 2025 of 7 to 7.5 percent in 2025, aiming to become one of the top 33 global economies, Tuoi Tre has reported. The goal includes achieving a GDP of US$500 billion and increasing per capita income to around US$4,900, up from US$4,284 in 2023. The article does not detail the Ministry of Planning and Investment’s rationale for setting this target…

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Vietnam C.Bank raises reference rate slightly, Friday

This Vietnamese Dong Tracker records the latest news and developments with respect to the local currency. It includes the current prices as well as State Bank of Vietnam monetary policy and open market operations including treasury bill issuances and interbank lending.

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