Vietnam expands chip packaging footprint.

Foreign companies are expanding capacity in Vietnam for testing and packaging chips while domestic firms are eyeing investments, as a shifting of industrial activity away from China gathers pace due to trade tensions with the West, executives said. The semiconductor back-end manufacturing sector, which is less capital-intensive than more strategic front-end chipmaking in foundries, is currently dominated by China and Taiwan, but Vietnam is among the fastest-growing countries in the $95 billion segment.

Vietnam's growth in the back-end segment of the chips industry has been encouraged largely by the investments from foreign companies and Vietnam is expected to have by 2032 an 8% to 9% share of global capacity in chip assembling, testing and packaging (ATP), from just 1% in 2022, according to a report published in May by the U.S. Semiconductor Industry Association and Boston Consulting Group.

越南擴大晶片封裝業務。據業內高層稱，由於與西方國家的貿易緊張局勢，工業活動正在加速從中國轉移，外國公司正在越南擴大晶片測試和封裝產能，而越南本土企業也在關注投資。半導體後端製造業的資本密集度低於晶圓代工廠更具戰略意義的前端晶片製造，目前由中國大陸和台灣地區主導，但越南是這個規模達950億美元的行業中增長最快的地區之一。

根據美國半導體產業協會和波士頓顧問集團今年5月發布的報告，越南在晶片產業後端領域的成長主要得益於外國公司的投資。預計到2032年，越南在全球晶片組裝、測試和封裝（ATP）產能中的份額將從2022年的1%上升到8%至9%。

Source: reuters.com