2023年9月27日 星期三

美國、越南企業在拜登訪問期間洽談業務; 人工智能與波音交易揭盅

Recently Yahoo News on-line reported the following:

US, Vietnam firms talk business during Biden visit; AI and Boeing deals unveiled

By Phuong Nguyen and Francesco Guarascio

September 11, 20237:36 AM PDTUpdated a day ago

HANOI, Sept 11 (Reuters) - Executives at top U.S. and Vietnamese firms in the semiconductor, tech and aviation sectors met on Monday seeking to forge business partnerships during U.S. President Joe Biden's visit to Hanoi which has seen new deals on  planes and AI.

Senior executives from Google (GOOGL.O), Intel (INTC.O), Amkor (AMKR.O), Marvell (MRVL.O), GlobalFoundries (GFS.O) and Boeing (BA.N) attended the Vietnam-U.S. Innovation & Investment Summit, according to the meeting agenda.

From Vietnam, there were executives from half a dozen companies, including Nasdaq-listed electric car maker VinFast , flag carrier Vietnam Airlines (HVN.HM), tech company FPT (FPT.HM), MoMo, the country's biggest e-wallet by users, as well as internet firm VNG, which filed in August for a U.S. IPO.

Biden reiterated at the meeting that the two countries were deepening cooperation in cloud computing, semiconductors and artificial intelligence, and stressed Vietnam was crucial for critical minerals supplies.

The country has the world's second-biggest estimated deposits of rare earths, which are used in electric vehicles and wind turbines.

The meeting, which followed a historic upgrade of diplomatic relations agreed on Sunday, underscored U.S. desire to boost Vietnam's global role. This is particularly so in chipmaking with Washington seeking to reduce the sector's exposure to China-linked risks, including trade friction and tensions over Taiwan.

Deals unveiled by the White House during the trip include Vietnam Airlines' purchase of 50 Boeing 737 Max jets, in an agreement that it said was worth $7.8 billion, in line with an earlier Reuters report.

The White House also announced plans by Microsoft (MSFT.O) to make a "generative AI-based solution tailored for Vietnam and emerging markets."

Nvidia (NVDA.O) will also partner with Vietnam's FPT, Viettel and Vingroup (VIC.HM), VinFast's parent company, on AI in the country, it said.

The White House also highlighted the number of chip-related investments by U.S. firms in Vietnam, including plans by Marvell and Synopsys (SNPS.O) to build chip design centres in the country.

A new $1.6 billion Amkor factory near Hanoi that will assemble, package and test chips is due to start operations in October, it added.

The investment value is on par with Intel's $1.5 billion chip assembling plant in the south of the country - the company's biggest worldwide. Sources said earlier this year that it may be expanded.

U.S. conglomerate Honeywell (HON.O) will cooperate with a Vietnamese partner to launch a pilot project to develop Vietnam's first battery energy storage system, the White House also said.

U.S. State Secretary Antony Blinken and Vietnam's investment minister Nguyen Chi Dung chaired the meeting, which was followed by discussions with Biden and Vietnam's Prime Minister Pham Minh Chinh.

Dung also told the meeting that he hoped Vietnamese companies could expand in the United States and join the globlal supply chain, according to a government statement.

(Reporting by Phuong Nyugen, Nandita Bose and Francesco Guarascio @fraguarascio; Editing by Edwina Gibbs)

Translation

路透河911- 在美國總統拜登訪問河內期間,美國和越南半導體、科技和航空領域的頂級公司高管週一舉行會議,尋求建立業務合作夥伴關係,在飛機和人工智能領域達成了新的協議。

根據會議議程, 來自谷歌(GOOGL.O)、英特爾(INTC.O)Amkor (AMKR.O)Marvell (MRVL.O)GlobalFoundries (GFS.O) 和波音(BA.N) 的高級管理人員出席了越南-美國創新與投資峰會。

來自越南的高管來自六家公司,包括納斯達克上市的電動汽車製造商 VinFast、越南航空公司 (HVN.HM)、科技公司 FPT (FPT.HM)、該國用戶最多的電子錢包 MoMo以及互聯網公司VNG,該公司於8 月申請美國首次公開募股。

拜登在會上重申,兩國正在深化雲計算、半導體和人工智能領域的合作,並強調越南對於關鍵礦產供應至關重要。

該國擁有世界第二大稀土儲量,用於電動汽車和風力發電機。

這次會議是在周日達成歷史性的外交關係升級之後舉行的,凸顯了美國希望提升越南在全球的作用。 在芯片製造領域尤其如此,華盛頓正在尋求減少該行業面臨的與中國相關的風險,包括貿易摩擦和台灣緊張局勢。

白宮在此次訪問期間公佈交易包括越南航空購買 50 架波音 737 Max 噴氣式飛機,據稱該協議價 78 億美元, 吻合路透社此前的報導。

白宮還宣布了微軟 (MSFT.O) 計劃 為越南和新興市場量身定制基於生成人工智能的解決方案

它還, Nvidia (NVDA.O) 還將與越南的 FPTViettel VinFast 母公司 Vingroup (VIC.HM),在該國開展人工智能上合作。

白宮還強調了美國公司在越南進行的芯片相關投資數量,其中包括 Marvell Synopsys (SNPS.O) 在該國建立芯片設計中心的計劃。

它補充說,河內附近一座耗資 16 億美元的Amkor新工廠將負責組裝、封裝和測試芯片,該工廠將於 10 月開始運營。

該投資價值與英特爾在該國南部投資 15 億美元的芯片組裝廠相約,該工廠是該公司全球最大的芯片組裝廠。 消息人士今年早些時候表示,它可能會擴大該工廠。

白宮還表示,美國企業集團 HoneywellHON.O)將與越南合作夥伴合作啟動一個試點項目,開發越南首個電池儲能係統。

美國國務卿布林肯和越南投資部長 Nguyen Chi Dung 主持會議,隨後與拜登和越南總理范明正進行了討論。

根據政府聲明,Dung 還在會議上表示,他希望越南企業能夠在美國擴張並加入全球供應鏈。

              So, U.S. executives and Vietnamese firms in the semiconductor, tech and aviation sectors are seeking to forge business partnerships. I think this visit by Biden is an important turning point for the US in increasing its investment in Vietnam. Its seems that Vietnam’s economy will prosper further in the coming years because of the new partnership with U.S. companies.

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