Top 2025 Investment Sectors
1. Semiconductors & Electronics
Market Size: $25B by 2025 (20% global chip packaging).
Key Players: Samsung (1.5B testing lab), Amkor (new $1B factory).
Risks: U.S.-China trade tensions disrupt supply chains.
2. Renewable Energy
Solar/Wind: $8B in projects (e.g., Trung Nam Group’s 1.5GW solar farm).
Hydrogen: Pilot plants in Ninh Thuan (government subsidies cover 30% of CAPEX).
3. Agritech & Food Processing
Opportunities: $3B export market for rice, coffee, and aquaculture.
Innovation: IoT-enabled farms reduce waste by 25% (e.g., TH Group’s smart dairy project).
Regional Investment Guides
Northern Vietnam (Hanoi/Hai Phong)
Focus: Heavy industry, semiconductors, and logistics.
Incentives: 10% tax rate for first 10 years in industrial parks.
Project: LG’s $2.2B display factory in Hai Phong (2025 completion).
Central Vietnam (Da Nang)
Focus: AI, blockchain, and tourism tech.
Incentives: 50% rent subsidy for startups in Da Nang IT Park.
Project: FPT Software’s $100M AI research center.
Southern Vietnam (HCMC/Binh Duong)
Focus: Fintech, logistics, and smart manufacturing.
Incentives: 0% VAT for export-oriented firms in VSIP industrial parks.
Project: Procter & Gamble’s $300M smart factory (automates 80% of production).