Recently, the itinerary of the CEO of the international chip giant Nvidia has attracted my attention, and his visit to Vietnam has made me vigilant, what does Nvidia want to do?If it's an ordinary business investment, why choose Vietnam?If not, what is the intention behind it?
After thinking about it for a while, there is a term that broke into my mind, "chip island chain", yes, the same as the three island chains carefully arranged by the Americans at sea, this is likely to be the chip island chain that the Americans are preparing to implement, intending to restrict the development of Chinese chips.
On December 10, the CEO of NVIDIA, an international chip giant, came to Vietnam for a pre-investment visit. The Vietnamese Prime Minister personally received him, which shows the importance he attaches to Nvidia and his party. During his visit to Vietnam, the Prime Minister of Vietnam introduced in detail the current domestic economic development, good business environment, and preferential tax policies, and invited NVIDIA to set up factories and R&D centers in Vietnam.
During the visit, the CEO of NVIDIA was very satisfied with the business environment in Vietnam, and said on the spot that he would invest in the construction of a modern semiconductor factory in Vietnam, and the products produced would be sold to the world.
Frankly speaking, Vietnam's economic development in the past 10 years is indeed obvious to all, and the business environment is getting better and better, and many international companies are now willing to invest in Vietnam. If the international chip giant Nvidia invests in a new semiconductor factory in Vietnam, it will help Vietnam's economy to another level and achieve rapid development.
Many people will ask why they invest in Vietnam instead of ChinaDon't you like China's huge market?In fact, this is Nvidia's unspeakable secret, as a multinational company, of course, it knows that if it invests in a new factory in China, it will get a huge return, but the problem is that if that happens, the United States ** does not agree, and if it is serious, it may launch a series of accusations, leading to the bankruptcy of the enterprise.
Therefore, Nvidia chose to invest in a new semiconductor factory in Vietnam, although with some helplessness, but in terms of the current situation, it is a relatively appropriate approach, which has two meanings.
Clause.
1. Cooperate with the United States to contain China's chip industry.
In recent years, Vietnam's domestic environment is stable, the business environment is good, and the infrastructure is gradually improving. Vietnam and the United States have good relations, and the United States will not only not oppose the construction Xi of semiconductor factories in Vietnam, but will most likely support it, because in the South China Sea, the navies of both sides have repeatedly held joint naval military exercises against China.
Nvidia's investment in semiconductor factories in Vietnam can cater to the United States** and make it think that it is curbing the development of China's chip industry. When the time comes, when China needs high-grade chips, it will import them to Vietnam, which in turn obeys the orders of the United States.
Clause.
Second, after moving away from the United States, embrace the Chinese market from the Vietnamese curve.
Vietnam and China are close to each other, and chips produced in Vietnam are easier to sell to the Chinese market. In the U.S., every cargo ship bound for China is undergoing rigorous scrutiny to ensure that high-grade chips are not exported to China. And if the chips are produced in Vietnam, and China and Vietnam are neighboring countries, it will be much more difficult for the Americans to completely control the export objects of chips.
So, on the whole, even if Nvidia invests in a new factory in Vietnam, it is not necessarily a bad thing for China, but it may be an opportunity.