Data Center Overview and Global Trends
2025년 04월 29일
2025년 베트남 반도체 산업 전망
2025년 05월 14일Vietnam is currently preparing to expand its semiconductor design and chip production fields that meet international standards, such as the largest Intel CPU production facility (Saigon High Tech Park, District 9 of Ho Chi Minh City) and Broadcom (Bac Linh, northern Vietnam).
According to the Prime Minister of Vietnam, there are about 6,000 semiconductor engineers working in Vietnam as of 2023, and about 50,000 high-level semiconductor engineers and semiconductor circuit design engineering will be trained by 2030.
Vietnam Semiconductor Expo 2024 hosted by the Ministry of Planning & Investment (MPI) in Vietnam (Source: MPI website)
The Vietnamese government is preparing a long-term plan for cooperation, accompaniment, and support for the development of the semiconductor ecosystem between the United States and Vietnam, referring to the three stages of establishing the National Semiconductor Strategy as follows.
- Semiconductor chip factory design
- Semiconductor chip construction
- Semiconductor Test & Production
This is very similar to how the Vietnamese government actively attracted, produced, and exported Samsung Electronics' mobile phone technology in the past and made it a strategic national business.
In the future , the IT industry will be in the spotlight on high-performance computing-based semiconductor chip design and artificial intelligence technology, which is expected to play a decisive role in Vietnam's transition from the third industry to the fourth industry.
It is similar to the context in which the Vietnamese prime minister asked Samsung Chairman Lee Jae-yong to establish a semiconductor factory in Vietnam in the past.
NVIDIA and Vietnam's semiconductor industry
Jesen Huong made an official visit to Vietnam in December 2023, during which the CEOs of Vietnam's major conglomerates and unicorn companies, politicians including the Prime Minister of Vietnam, and even gaming enthusiasts and university students enthusiasts about GeForce gaming GPUs warmly welcomed Nvidia's CEO's visit to Vietnam.
Nvidia and Vietnam's AI industry (Source: AUS GLOBAL)
During a meeting with the Vietnamese Prime Minister on December 10, 2023, the NVIDIA Chairman announced plans to invest approximately $250 million in Vietnam to develop Nvidia Data Center in Vietnam and semiconductor talent in Vietnam.
As of 2025, NVIDIA has started talks with Vietnamese technology companies on specific details for chip production.
FPT enters the semiconductor industry
FPT Group Vietnam is Vietnam's leading IT company, with offices in 30 countries including the United States, Japan, Singapore, South Korea, and Europe, and has achieved overseas sales of about $1 billion in 2023.(This is about twice as much as in 2020 before the coronavirus.)
FPT Group has already announced in 2022 that it will establish a semiconductor subsidiary, FPT Semiconductor, to directly produce semiconductors and order 70 million chips by 2025.
Therefore, at the Hanbe Semiconductor Cooperation Conference held in Hanoi in August 2024, Tran Dng Hoa of FTPIS (FPT subsidiary) in Vietnam said that FPT Semiconductor is targeting the niche market of semiconductors and is focusing on the development of low-power, customer-customized chips of 100~130 nanometers, which are key to IoT technology.
FPT Semiconductor using 100~130 nanometer technology (Source: Cong Nghiep)
This semiconductor is mainly used for IoT (Internet of Things), and it can still be seen as assembly, quality testing, customization from existing semiconductors to customer use, and outsourcing (OSAT) rather than its own technology.
FPT has partnered with companies such as Silvaco and TreSemi in the U.S. to strengthen semiconductor-based technologies, and from 2024 onwards, FPT University will be conducting an educational curriculum for semiconductor undergraduates, undergraduates, and graduate students in collaboration with practical work.
Vietnam's role in the Three Kingdoms of the United States, China, and Taiwan
As the competition between the United States and China has intensified recently, efforts are now being made to diversify China's semiconductor facilities. Among them, developed countries such as the United States see Vietnam as the third largest semiconductor producer, and as trade tensions escalate, it is necessary to secure a stable supply chain for the semiconductor industry.
In fact, the United States considers Vietnam as a friendly outsourcing partner for semiconductors, and it has long been recognized by American companies such as Intel, Qualcomm, Broadcom ....
Recently, in 2024, ARM, a British semiconductor design company, is considering establishing a semiconductor base in Vietnam, and Nguyen Chi Trung, Minister of Planning and Investment of Vietnam, discussed the establishment of an ARM R&D base in Vietnam and a partnership to train human resources at ARM's office in Silicon Valley in the United States.
This means that Vietnam is emerging as an alternative to China, which has recently been blocked by US sanctions, making it virtually impossible to produce next-generation semiconductors.
Hana Micron, a South Korean chip packaging and memory producer, has also announced plans to build a semiconductor production facility in Vietnam, with plans to invest about $1 billion (1.3 trillion won) by 2026 to strengthen its legacy memory chip packaging operations.
Hana Micron Vietnam Factory (Source: Vietnam)
U.S.-based Amkor Technology plans to invest $1.6 billion (KRW 2.2 trillion) in Vietnam with a semiconductor manufacturing plant of about 200,000 square meters in Bac Ninh province in northern Vietnam.
Amkor Technology Bac Linh Plant in Vietnam (Source: Tienphong)
Future Prospects and Challenges
The back-end semiconductor solutions sector is the main process of semiconductor manufacturing, testing, and packaging, and it is a process that is less capital-intensive than the front-end semiconductor solutions of chip manufacturing in foundries such as TSMC, which we are familiar with.
Although this semiconductor back-end processing part is not a core technology for semiconductors, the global market size accounts for 95 billion dollars (about 132 trillion won), and Vietnam is preparing to collaborate with various global partners to capture the fast-growing semiconductor back-end processing market. (ARM, Nvidia, HANA Micron, Amkor Technology, etc.)
Vietnam is designing semiconductors in the south (near Ho Chi Minh City) and manufacturing in the north (near Hanoi), but in the future, central Vietnam (Da Nang) is also in the spotlight as a production and design base.
Vietnam's major semiconductor producers and distributors by region (Source: sourceofasia.com)
Vietnam actively promotes the semiconductor industry and is one of the fastest-growing countries in the global post-semiconductor process market.
However, since the supply in Vietnam is insufficient compared to the demand of the semiconductor industry, it seems that there is an urgent need for a talent development strategy in the future. In the end, without engineers, it is now difficult to produce and it is impossible to have competitiveness in Korea, so it is expected that the remaining task will be to nurture engineers.
TECH VALLEY provides construction, operation, and consulting services for data center colocation, cloud, and cybersecurity to Korean financial and pharmaceutical companies in Vietnam through partnerships with overseas and domestic data center and cloud companies.
Contact: patrick@techvalley.biz / KakaoTalk: go2hanoi
