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\"B&Company-Vietnam<\/strong><\/a><\/p>\n

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B&Company is the first Japanese company specializing in market research and investment consulting in Vietnam since 2008.<\/em><\/p>\n

In this section “Vietnam Briefing”, young researchers of B&Company will provide timely information of Vietnam’s industrial trends, consumer trends, and social movements.<\/em><\/p>\n

This article is written in English and automatic translation is used for other language versions. Please refer to the English version for accurate content. Although we strive to ensure the accuracy of the original information, please check separately for each information. Interpretations and future prospects are the personal opinions of each researcher. <\/em><\/p>\n<\/div>\n\t

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Abstract<\/strong><\/h3>\n

This report provides foreign investors, business operators, and technology partners with a concise update on Vietnam’s AI and semiconductor market covering up to Q1\/2026, tracking major investment milestones, the government’s dense legislative output, and the strategic implications for market entry and expansion decisions in one of Southeast Asia’s most rapidly evolving high-technology sectors.<\/p>\n

Investment Updates<\/strong><\/h3>\n

Investment in Vietnam\u2019s AI and semiconductor market in Q1\/2026 was defined by two parallel dynamics: domestic players making landmark moves to establish indigenous manufacturing capability, and foreign investors accelerating commitments to the market.<\/p>\n

FPT Advanced Semiconductor Testing & Packaging Plant<\/strong><\/h4>\n

The Establishment Announcement Ceremony for\u00a0<\/strong>FPT Advanced Semiconductor Testing & Packaging Plant<\/strong><\/p>\n

\"Ceremony<\/em><\/p>\n

Source: fptsoftware.com<\/em><\/p>\n

In January 2026, FPT Corporation announced the establishment of the FPT Advanced Semiconductor Testing and Packaging Plant in Bac Ninh, marking Vietnam\u2019s first semiconductor testing and packaging facility fully owned and operated by a domestic company. Located in Yen Phong II-C Industrial Park, the project will initially comprise six automated testing lines and dedicated reliability-testing facilities across a 1,600-square-meter site, with expansion plans to approximately 6,000 square meters and capacity reaching billions of semiconductor products annually by 2030[1]<\/a>. The project aims to strengthen Vietnam\u2019s position in the global semiconductor value chain by expanding local back-end chip manufacturing capabilities, including testing, packaging, reliability verification, and commercialization for applications such as IoT, automotive electronics, and edge AI semiconductors. Strategically, the investment reflects Vietnam\u2019s broader ambition to develop a more self-reliant semiconductor ecosystem under the \u201cMake in Vietnam\u201d strategy and national semiconductor development policies, while reducing dependence on foreign-invested back-end manufacturing operations[2]<\/a>.<\/p>\n

Samsung Expands Vietnam’s Role in Advanced Semiconductor Manufacturing and AI Supply Chains<\/strong><\/h4>\n

In 2026, Samsung announced two major investments that further strengthen Vietnam’s position in the global semiconductor ecosystem. First, Samsung Electronics revealed plans to invest approximately USD 1.5 billion in Vietnam’s first dedicated semiconductor testing facility, located near Hanoi and scheduled to commence operations by late 2027. The project is expected to support rising global demand for memory semiconductors, particularly those used in AI applications. At the same time, Thai Nguyen Province, which is home to Samsung’s largest manufacturing complex in Vietnam, secured approximately USD 4.4 billion in new investment commitments through several approved high-tech projects[3]<\/a>[4]<\/a>.<\/p>\n

Complementing this initiative, Samsung Electro-Mechanics announced a further USD 1.2 billion investment to expand production of Flip-Chip Ball Grid Array (FC-BGA) substrates at its Thai Nguyen facility. FC-BGA is a critical component used in AI accelerators, high-performance processors, advanced servers, and data center infrastructure. The expansion reflects growing global demand for AI computing hardware and positions Vietnam as an increasingly important production base for advanced semiconductor components[5]<\/a>.<\/p>\n

Intel Reinforces Long-term Semiconductor Expansion Plans in Vietnam<\/strong><\/h4>\n

Working Session Between Deputy Minister of Science and Technology and Intel\u2019s Representative<\/strong><\/p>\n

\"Deputy<\/em><\/p>\n

Source: VnEconomy<\/em><\/p>\n

In May 2026, Intel reaffirmed its plans to expand semiconductor cooperation and long-term investment activities in Vietnam during a working session with the Ministry of Science and Technology. Rather than announcing a new fabrication facility, Intel emphasized broader strategic priorities including semiconductor ecosystem development, workforce training, packaging and testing expansion, and collaboration on Vietnam\u2019s first semiconductor manufacturing initiatives. The update is significant because Intel Products Vietnam in Ho Chi Minh City already serves as Intel\u2019s largest global assembly and testing facility, positioning Vietnam as a critical back-end semiconductor hub within Intel\u2019s global supply chain diversification strategy amid rising worldwide demand for AI and semiconductor infrastructure[6]<\/a>.<\/p>\n

STT GDC and VNG Advance Hyperscale Data Centre Expansion in Vietnam<\/strong><\/h4>\n

Following Vietnam\u2019s July 2024 regulatory change permitting full foreign ownership of data centers, ST Telemedia Global Data Centers (STT GDC) and VNG continued the expansion of their joint data center platform in Ho Chi Minh City. While STT VNG Ho Chi Minh City 1 was already operational as a carrier-neutral facility, the new STT VNG Ho Chi Minh City 2 hyperscale project was scheduled for launch in the first half of 2026 with a planned capacity of up to 60 MW. The project reflects rising foreign investor confidence in Vietnam\u2019s AI and cloud infrastructure market amid growing demand for hyperscale computing, AI workloads, and localized data storage services[7]<\/a>.<\/p>\n

Policy Updates<\/strong><\/h3>\n

The Vietnamese government issued an unusually dense cluster of AI and semiconductor legislation in a single 12-month window, which has effectively compressed years of regulatory groundwork into one legislative cycle and provided the legal certainty that large-scale foreign investors require before committing capital.<\/p>\n

Law on Data & AI Governance Effective from Jan 1, 2026<\/strong><\/h4>\n

According to Law No. 91\/2025\/QH15 and Decree No. 356\/2025\/N\u0110-CP, Vietnam has established the first personal data protection framework, broadly aligned with GDPR principles. The framework regulates data collection, processing, storage, and cross-border transfer, while Decree 356 provides implementation details. This legislation is critical for AI companies that train or deploy models using personal or consumer data, particularly relevant for fintech, health-tech, and e-commerce AI applications. As a result, compliance infrastructure is now required for any AI deployment to touch personal data. In addition, cross-border data transfer rules may require legal review before cloud-based AI services are launched.<\/p>\n

Law on Digital Technology Industry Effective from Jan 1, 2026<\/strong><\/h4>\n

Through Law No. 71\/2025\/QH15 and Decree No. 353\/2025\/N\u0110-CP, the government has introduced a unified legal framework for the digital technology industry, covering semiconductors, AI, digital assets, and advanced manufacturing. The legislation establishes the legal basis for sector-specific incentives, including preferential CIT (as low as 5% for AI data centers under Resolution 57-NQ\/TW), R&D grants and streamlined licensing. Decree 353 further provides for the implementation of mechanics. The single most structurally important law for foreign investors consolidates the incentive architecture for AI, semiconductor, and data center investment in one legal instrument.<\/p>\n

Law on Artificial Intelligence Effective from Mar 1, 2026<\/strong><\/h4>\n

Under Law No. 134\/2025\/QH15, Vietnam enacted its first dedicated legal framework governing artificial intelligence. The law introduces a risk-based classification of AI systems, accountability requirements for high-impact applications (healthcare, finance, public administration), and a governance framework for AI development, deployment, and management. Provides the legal certainty required for enterprise AI commercialization at scale. This policy has reduced regulatory ambiguity for B2B AI vendors. Risk-classification creates a compliance layer that favors established players with legal infrastructure over informal competitors.<\/p>\n

Conclusion & Recommendations<\/strong><\/h3>\n

Up to Q1-2026, Vietnam has moved from aspiration to execution in AI and semiconductors. The quarter’s defining storyline was the simultaneous activation of domestic manufacturing ambition, such as FPT’s OSAT plant, Samsung’s testing facility approval, and the entry into force of the full regulatory framework (AI Law, PDP Law, DTI Law). The convergence of investment momentum and legal clarity creates a narrow window of first-mover advantage for foreign investors who move before the market becomes crowded.<\/p>\n

For policymakers:<\/strong> The pace of secondary legislation for the AI Law (implementing decrees, the Prime Minister’s high-risk AI list, the National AI Ethics Framework) will determine whether the law’s clarity creates investor confidence or compliance uncertainty. Fast-tracking these instruments in Q2\u2013Q3 2026 is critical.<\/p>\n

For businesses:<\/strong> The AI Law’s grace periods (12\u201318 months) provide a compliance runway, but organizations should begin risk classification of their AI systems now rather than at the deadline. The PDP Law’s cross-border data transfer rules require immediate review for any cloud-based AI service.<\/p>\n

For foreign investors:<\/strong> The most actionable opportunity in Q1 2026 is data center and AI infrastructure, where legal openness (100% FDI permitted) meets strong demand pull (AI workloads growing from 8% to 15\u201320% of data center energy by 2028)[8]<\/a>. The FPT OSAT plant and Samsung’s testing facility create a domestic supply chain anchor that makes Vietnam more viable for chip design and advanced packaging investment. Engage the Ministry of Planning and Investment early to structure investment to qualify under Decision 1018 and Decree 182’s 50% R&D cost support.<\/p>\n

Read more<\/strong><\/h3>\n

Vietnam\u2019s Data Center boom: The infrastructure race behind AI growth<\/a><\/p><\/blockquote>\n