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\"\"
<\/span><\/figcaption><\/figure>By Francesco Guarascio and Khanh Vu
<\/strong>
HANOI: Intel Corp<\/a> is considering a significant increase in its existing $1.5-billion investment in Vietnam to expand its chip testing and packaging plant in the Southeast Asian nation, two sources familiar with the matter told Reuters.

The possible move, which one source said could be worth about $1 billion, would signal a growing role for Vietnam in the global supply chain for semiconductors, as companies push to cut reliance on China and Taiwan because of political risks and trade tension with the United States.

One of the sources said the investment was likely to be made \"over the future years\" and could be even bigger than $1 billion, while the second person said Intel<\/a> was also weighing alternative investment in Singapore and Malaysia, which may be preferred to Vietnam.

Both sources sought anonymity as the plan was not yet public.

Asked about the possible investment plan, Intel told Reuters, \"Vietnam is an important part of our global manufacturing network, but we have not announced any new investments.\"

Officials of Vietnam's investment and planning ministry and the provincial government of Ho Chi Minh City<\/a>, where Intel has an existing plant, were not immediately available for a comment.

A statement on the Vietnam government's official portal was amended on Wednesday to remove a reference to an effort by Ho Chi Minh City to attract $3.3 billion in additional investment from Intel.

The chip packaging and testing factory in Vietnam's southern commercial hub is Intel's biggest worldwide. The company is estimated to have invested about $1.5 billion in it so far.

The U.S. chip giant<\/a> already has extra land where its plant is based and an expansion in Vietnam would help it better manage supply disruptions stemming from relying heavily on a single country or a plant, one of the sources told Reuters, citing internal talks.

One of the sources said Intel was pondering the Vietnam investment while making sure a further expansion abroad would not be seen as a hostile move by Washington, which is pushing to boost production of chips at home.

AGGRESSIVE PUSH
<\/strong>
Vietnam is aggressively pushing to expand its chipmaking industry, courting foreign companies in all the three main segments of assembling, testing and packaging; manufacturing with fabs; and designing, officials said.

A U.S. industry executive told Reuters the country had big potential to grow quickly in the area of chip assembling and designing, whereas he saw developing chip-manufacturing fabs as a remote possibility, with the exception of cheaper-to-build fabs for less sophisticated, bigger chips that are still in high demand, such as those that go into cars.

The executive said Vietnam's biggest opportunity was in the chip assembling sector to satisfy industry demand to reduce \"over-concentration\" of production capacity in China and Taiwan, which together account for 60% of global capacity in that segment.

Designing chips requires less capital and more highly skilled workers, and Vietnam was making inroads there too, the executive said, with U.S giant Synopsys having operations there and with local firms expanding fast, including FPT and state-owned Viettel.

Chips and electronics giant Samsung opened a research facility in Hanoi late last year and has a semiconductors packaging plant in the country.

Following a global shortage of semiconductors in the wake of the COVID-19 pandemic, Intel announced a plan in late 2021 to invest more than $7 billion to build a new chip packaging and testing factory in Malaysia.

That facility is expected to begin production in 2024. Intel also has testing and packaging facilities in China and the United States.
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英特尔重量增加投资在越南芯片封装工厂

可能的举动,一位消息人士称可能价值约10亿美元,将为越南预示着越来越重要的角色在全球半导体供应链,为企业努力削减依赖中国大陆和台湾,因为政治风险和贸易与美国的紧张关系。

  • 更新于2023年2月10日12:06点坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
弗朗西斯科·Guarascio和同庆Vu
河内:英特尔(intc . o:行情)正在考虑一项显著增加其现有的1.5美元投资扩大的芯片测试和封装工厂在越南在东南亚国家,两位知情人士告诉路透。

可能的举动,一位消息人士称可能价值约10亿美元,将为越南预示着越来越重要的角色在全球半导体供应链,为企业努力削减依赖中国大陆和台湾,因为政治风险和贸易与美国的紧张关系。

的一个消息人士表示,投资可能是“未来年”,甚至可能超过10亿美元,而另一个人说英特尔在新加坡和马来西亚也重另类投资,这可能是更喜欢越南。

广告
两个来源寻求匿名的计划还没有公开。

询问可能的投资计划,英特尔对路透表示,“越南是我们的全球制造网络的一个重要组成部分,但我们还没有宣布任何新的投资。”

越南官员的投资和规划部门和省级政府胡志明市英特尔现有的植物,没有立即对此发表评论。

在越南政府的官方门户网站发表声明周三修改删除引用胡志明市为从英特尔吸引33亿美元的额外投资。

芯片封装和测试工厂在越南南部商业中心是英特尔的全球最大。据估计,该公司在目前投资了约15亿美元。

美国芯片巨头已经有额外的土地的工厂所在地和扩大在越南将帮助它更好地管理供应中断造成严重依赖一个国家或者一个工厂,一名消息人士告诉路透,援引内部谈判。

消息人士表示,英特尔之一是考虑越南投资而进一步确保海外扩张将不被视为敌对举动华盛顿,这是推动促进国内生产的芯片。

广告
积极的推动
越南正在积极推动芯片制造业扩大吸引外资公司在所有的三个主要部分组装,测试和包装;与晶圆厂生产;和设计,官员说。

美国业内高管对路透表示,日本有巨大的潜在领域的快速增长芯片组装和设计,而他看到开发芯片晶圆厂作为一个极小的可能性,除了不那么复杂的晶圆厂的建造成本更低,更大的芯片,还在高需求,比如那些进入汽车。

高管说越南最大的机会是在芯片组装部门满足行业需求减少产能的过度集中在中国和台湾,占全球产能的60%,部分。

设计芯片需要较少的资本和更多的高技能工人,和越南也开始进军,这位高管说,和你在一起。年代巨头Synopsys对此有操作和与当地公司快速扩张,包括把需要和国有Viettel。

芯片和电子产品巨头三星去年在河内开设了一个研发中心,在国家半导体包装工厂。

半导体的全球短缺后COVID-19流行之后,英特尔宣布了一项计划在2021年末投资逾70亿美元建设一个新的芯片封装和测试工厂在马来西亚。

工厂预计在2024年开始生产。英特尔也有测试和封装设备在中国和美国。
  • 发布于2023年2月10日,12:02点坚持
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\"\"
<\/span><\/figcaption><\/figure>By Francesco Guarascio and Khanh Vu
<\/strong>
HANOI: Intel Corp<\/a> is considering a significant increase in its existing $1.5-billion investment in Vietnam to expand its chip testing and packaging plant in the Southeast Asian nation, two sources familiar with the matter told Reuters.

The possible move, which one source said could be worth about $1 billion, would signal a growing role for Vietnam in the global supply chain for semiconductors, as companies push to cut reliance on China and Taiwan because of political risks and trade tension with the United States.

One of the sources said the investment was likely to be made \"over the future years\" and could be even bigger than $1 billion, while the second person said Intel<\/a> was also weighing alternative investment in Singapore and Malaysia, which may be preferred to Vietnam.

Both sources sought anonymity as the plan was not yet public.

Asked about the possible investment plan, Intel told Reuters, \"Vietnam is an important part of our global manufacturing network, but we have not announced any new investments.\"

Officials of Vietnam's investment and planning ministry and the provincial government of Ho Chi Minh City<\/a>, where Intel has an existing plant, were not immediately available for a comment.

A statement on the Vietnam government's official portal was amended on Wednesday to remove a reference to an effort by Ho Chi Minh City to attract $3.3 billion in additional investment from Intel.

The chip packaging and testing factory in Vietnam's southern commercial hub is Intel's biggest worldwide. The company is estimated to have invested about $1.5 billion in it so far.

The U.S. chip giant<\/a> already has extra land where its plant is based and an expansion in Vietnam would help it better manage supply disruptions stemming from relying heavily on a single country or a plant, one of the sources told Reuters, citing internal talks.

One of the sources said Intel was pondering the Vietnam investment while making sure a further expansion abroad would not be seen as a hostile move by Washington, which is pushing to boost production of chips at home.

AGGRESSIVE PUSH
<\/strong>
Vietnam is aggressively pushing to expand its chipmaking industry, courting foreign companies in all the three main segments of assembling, testing and packaging; manufacturing with fabs; and designing, officials said.

A U.S. industry executive told Reuters the country had big potential to grow quickly in the area of chip assembling and designing, whereas he saw developing chip-manufacturing fabs as a remote possibility, with the exception of cheaper-to-build fabs for less sophisticated, bigger chips that are still in high demand, such as those that go into cars.

The executive said Vietnam's biggest opportunity was in the chip assembling sector to satisfy industry demand to reduce \"over-concentration\" of production capacity in China and Taiwan, which together account for 60% of global capacity in that segment.

Designing chips requires less capital and more highly skilled workers, and Vietnam was making inroads there too, the executive said, with U.S giant Synopsys having operations there and with local firms expanding fast, including FPT and state-owned Viettel.

Chips and electronics giant Samsung opened a research facility in Hanoi late last year and has a semiconductors packaging plant in the country.

Following a global shortage of semiconductors in the wake of the COVID-19 pandemic, Intel announced a plan in late 2021 to invest more than $7 billion to build a new chip packaging and testing factory in Malaysia.

That facility is expected to begin production in 2024. Intel also has testing and packaging facilities in China and the United States.
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