Market Analysis
vninvest.asia focuses on Vietnam market analysis, updating macroeconomic research, industry trends, risk warnings, providing professional analysis.
In-depth Analysis of Chip Investment Value: Technical Barriers and Long-term Growth Building Investment Moats
This article analyzes the investment value of the chip industry from dimensions such as industry trends, technical barriers, market demand, and long-t
Samsung quarterly profit soars 18-fold: AI chip boom puts Vietnam supply chain in investment spotlight
Samsung Electronics' operating profit in Q2 2026 surged 1,813.8% year-on-year to 89.49 trillion Korean won, with the semiconductor division's profit s
中微公司净利预增超280%：半导体设备“量价齐升”，国产替代进入收获期
国产半导体设备龙头中微公司发布2026年半年度业绩预告：营收约66.91亿元，同比增长34.89%；归母净利润预增282%至311%，扣非净利润增速亦超85%。在AI算力需求与国产替代双轮驱动下，全球半导体设备进入“量价齐升”通道，海外交期大幅延长，国产设备出海进程加速。本文从技术壁垒、研发强度、行
越南半导体战略正式落地：芯片投资迎来黄金窗口期
2026年7月30日，越南政府正式批准《越南半导体产业发展战略（2026-2035）》，计划吸引超500亿美元投资，建设完整芯片产业链。本文深度解读越南在成本、地缘、政策上的多重优势，分析芯片投资长期逻辑与潜在风险，为投资者提供前瞻性洞察。
Why invest in chips? Technical barriers and long-term growth build investment moat
This article deeply analyzes the core logic of chip investment from four dimensions: technical barriers, market demand, domestic substitution, and lon
Investment Value of Automotive-grade Chips Highlights Amid Intelligent Vehicle Wave
As vehicle E/E architecture evolves towards domain-centralized, demand for automotive-grade chips surges in smart cockpits and autonomous driving. Thi
Global Chip Investment Boom Continues: AI and Domestic Substitution Dual-Driven, Long-Term Value of Semiconductor Track Highlighted
In July 2026, global chip investment remains hot, with AI computing demand explosion and accelerated domestic substitution as two core drivers. This a
2026年Q2全球芯片市场分析：AI驱动需求激增，投资窗口已至
2026年第二季度全球芯片市场报告显示，受AI和自动驾驶需求推动，半导体销售额同比增长18.3%，达1680亿美元。本文深度剖析市场趋势、区域格局及投资逻辑，为投资者提供芯片赛道关键洞察。
Semiconductor Equipment Sector Under Short-Term Pressure, Long-Term Logic Unchanged
The semiconductor equipment sector has recently pulled back, with stocks like Jiangfeng Electronics and Anji Technology declining. Market sentiment fl
Semiconductor High-End Materials: Key to Solving Chip Bottleneck
Semiconductor high-end materials are core to chip manufacturing, long monopolized by the US, Japan, and South Korea, becoming a key bottleneck for Chi
