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Boasting favorable government policies, lower overall labor costs, burgeoning local semiconductor actors such as Viettel, Vingroup, and FPT, Vietnam is garnering more than mere attention from international firms.
Taiwan-based OSATs such as ASE Technology, and IC test interface specialists including Chunghwa Precision Test Tech (CHPT) and WinWay Technology, have all expanded their operations in Southeast Asia to meet rising demand from the local IC industry, according to industry sources.
Nan Ya PCB, among Taiwan's major ABF substrate suppliers, is mulling to set up a new plant in Southeast Asia, according to company senior vice president LR Lu.
Semiconductor Manufacturing International Corp. (SMIC), the leading chip foundry company in China, is missing out on the opportunity brought by chiplet technologies, as Beijing Municipal Government specifically named chiplet technology as the primary investment target for achieving advanced chip manufacturing technology breakthroughs.
Nvidia, which has long been keen on boosting GPU's computing power, is now being presented with an excellent opportunity from the AI wave, according to Intel CEO Pat Gelsinger.