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source: global times

[global times reporter ni hao] according to a report by vietnam news agency on the 26th, vietnam recently promulgated the "government decree on strengthening the training of high-quality human resources in the fields of semiconductor chips, artificial intelligence and cloud computing", proposing that government departments need to guide universities and institutions to research and establish specialized units that focus on training talents in the fields of semiconductors, artificial intelligence and cloud computing, and speed up the completion of the "semiconductor industry human resources development 2030 and vision 2050 proposal", actively verify and give priority to scientific research projects related to talent training and education in universities and institutions such as semiconductors, artificial intelligence, and cloud computing.

according to a report from the ministry of information and communications of vietnam, cited by vna, vietnam's information technology and digitalization industries need about 150,000 engineers annually, but currently only 40% to 50% of this demand can be met. among them, the semiconductor industry needs up to 100,000 engineers annually, but currently only less than 20% of the demand can be met. according to the report, the output value of vietnam's semiconductor industry is expected to exceed us$6.16 billion by 2024, and it is expected to become one of the important production centers of many semiconductor companies in the world. this is both an opportunity and a challenge for vietnam.

compared with neighboring competitors, the current treatment of semiconductor talents in vietnam is not competitive. according to hong kong's "asia times", vietnamese engineers earn about $8,000 a year, only about half of their malaysian counterparts. korean engineers earn up to $34,000, taiwan $46,000, japan $50,000 and singapore $68,000 respectively. the difference in treatment also explains why the us chip giant intel has set up its largest semiconductor packaging and testing plant in vietnam, while its more advanced 3d chip packaging production base in malaysia.

taiwan's public television service reported that vietnam is already home to intel's largest semiconductor packaging and testing plant. samsung, amkor and hana micron have also entered vietnam, but these international semiconductor companies' investments in vietnam are concentrated in the packaging and testing field at the end of the supply chain, which is of lower value, and there is still a big gap with high-end chip design and manufacturing. according to the report, five universities in vietnam have added semiconductor and chip design courses, but due to low salary levels, the crisis of high-end talent outflow still exists.

a report from huatai securities shows that vietnam's semiconductor industry is currently mainly concentrated in the red river delta region in the north and around ho chi minh city in the south. its semiconductor development is highly dependent on foreign investment, and production equipment is also highly dependent on imports. taiwan's economic and trade perspective biweekly said in a report on the 27th that vietnam has shown a firm determination to develop a semiconductor industry ecosystem, but developing a strong semiconductor ecosystem requires a lot of investment in research and development, professional talent training, advanced manufacturing capabilities and infrastructure. vietnam faces huge challenges in realizing the emerging potential of the semiconductor industry.

luo guozhao, a domestic semiconductor industry analyst, told the global times on the 28th that the development of vietnam's semiconductor industry has benefited to a certain extent from the us's suppression of china in the high-tech industry chain. some semiconductor companies have invested in vietnam to set up factories out of the so-called "de-risking" needs. however, vietnam has not yet formed a complete semiconductor industry chain and ecological system, and the vision of realizing the "china substitution effect" is still relatively vague.