Industrial Investment
vninvest.asia focuses on Vietnam industrial investment, updating key industrial projects, industrial zone infrastructure investment, investment opportunities.
New Global Chip Supply-Demand Landscape in August 2026: Market Restructuring Driven by AI and Automotive Electronics—Strategic Opportunities for Vietnam's Semiconductor Supply Chain
In August 2026, the global semiconductor market is undergoing a supply-demand reconfiguration, driven by the dual engines of AI and automotive electro
Dual Drive of AI and Domestic Substitution: In-depth Analysis of 2026 Chip Investment Logic
This article provides an in-depth analysis of 2026 chip investment logic, examining the new paradigm of semiconductor investment from multiple dimensi
New Global Chip Supply-Demand Landscape in 2026: Vietnam's Semiconductor Industry Enters Strategic Opportunity Period
In 2026, the global chip supply-demand landscape is undergoing profound transformation. Driven by the dual drivers of AI and automotive electronics, V
芯片供需新格局：AI与汽车电子双引擎驱动下的市场重构
2026年全球芯片市场供需格局正在经历深刻变革，AI与汽车电子成为拉动芯片需求的两大引擎。本文深入分析当前芯片供需现状、影响因素及未来趋势，探讨越南半导体产业如何在这一轮变革中把握机遇。
TSMC 3nm Capacity Fully Booked Through 2027: AI Chip Demand Ignites Advanced Process Investment Boom
In August 2026, TSMC's 3nm process capacity remains fully loaded, with orders booked through 2027, driven by AI chips, HPC, and flagship smartphone pr
Vietnam's new chipmaking breakthrough: 28nm process enters mass production, accelerating semiconductor self-reliance
In July 2026, Vietnamese semiconductor firm FPT Semiconductor announced mass production of 28nm chips, marking a milestone for local chipmaking. This
英特尔押注18A工艺：2027年AI加速芯片能否扭转颓势？
英特尔宣布将于2027年推出基于18A工艺的AI加速芯片，旨在夺回制程领先地位。本文分析该战略对芯片行业格局的影响，以及英特尔面临的挑战与机遇。
Semiconductor Equipment Sector Under Pressure, Short-Term Adjustment Does Not Change Long-Term Logic
On July 16, 2026, A-share semiconductor equipment concept stocks saw significant adjustments, with Jiangfeng Electronics falling over 9%, Anji Technol
ASML Price Hike Sparks TSMC Opposition, Lithography Market Game Intensifies
Global chip lithography giant ASML plans to raise DUV system prices by 10%, with TSMC explicitly opposing. This article analyzes technology monopoly,
Vietnam's IPv6 adoption rate has risen to 67.68%, ranking second in ASEAN and seventh globally.
Vietnam's IPv6 adoption rate has risen to 67.68%, ranking second in ASEAN and seventh globally. According to D
