Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Vietnam Is Becoming the Emerging Market Semiconductor Hub
Vietnam is quietly emerging as a serious player in the global semiconductor supply chain. With geopolitical tensions pushing companies to diversify beyond China and Taiwan, Vietnam has attracted billions in investment from firms like Intel, Amkor, and Synopsys. Lucas and Luna break down the specific numbers: Vietnam's electronics exports hit $130 billion in 2025, and the country aims to train 50,000 chip engineers by 2030. They discuss the National Semiconductor Development Strategy, the role of the US CHIPS Act in redirecting investment, and whether Vietnam can avoid the infrastructure…
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