越南的目标是通过外国投资和新政策,推动半导体本地化到2035年达到50-60%,尽管在电力、技能和供应商一体化方面存在挑战。 Vietnam aims to boost semiconductor localisation to 50–60% by 2035 via foreign investment and new policies, despite challenges in power, skills, and supplier integration.

越南正在扩大其在全球半导体供应链中的作用,旨在通过建立先进的制造、研发和当地供应商网络,超越组装。 Vietnam is expanding its role in the global semiconductor supply chain, aiming to move beyond assembly by building advanced manufacturing, R&D, and local supplier networks. 这股投资由应用材料公司和BESI等公司的外资推动，并得到新政策的支持，如《第几号法令》。 Driven by foreign investment from companies like Applied Materials and BESI, and supported by new policies such as Decree No. 205/2025/ND-CP,国家的目标是到2035年实现50-60%的本地化,并建立一个更强有力的创新生态系统。 205/2025/ND-CP, the country targets 50–60% localisation by 2035 and a stronger innovation ecosystem. 挑战包括电力可靠性、熟练劳动力短缺和国内供应商一体化程度低,目前的本地化率约为36.6%。 Challenges include power reliability, skilled labor shortages, and low domestic supplier integration, with current localisation at around 36.6%. 政府奖励措施、低息贷款和联系方案旨在推动越南中小企业和促进技术转让,但对小型公司审批和准入的复杂问题仍然感到关切。 Government incentives, low-interest loans, and linkage programs aim to boost Vietnamese SMEs and foster technology transfer, but concerns remain over complex approvals and access for smaller firms.