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The expectation that AI would introduce immense benefits to the commercial market has prompted major suppliers to engage in AI training, which yielded the demand for hardware equipment. AI is currently at the mass training phase, and applications of AI servers are still focused on training, where GPU and GPGPU serve as the cores, while ASIC and FPGA facilitate inference through specific algorithms that will improve overall computing performance.
In the past, China’s abundant, inexpensive labor drew industry into its territory, over time developing a complete industrial chain that solidified China’s status as a manufacturing giant. Numerous factors, however, have impelled manufacturers to expand their horizons, in pursuit of risk diversification and cost reduction. Considering the heavy reliance of the electronic manufacturing industry on energy, logistics, and manpower, Vietnam—possessing geographic advantages, well-developed infrastructure, ample labor force, and political and economic stability—emerged as the preferred choice.
