The UK Investor Magazine was delighted to welcome Craig Martin, Executive Chairman of Dynan Capital, the manager of the Vietnam Holding Investment Trust, back to the podcast to discuss the expansion of Vietnam’s semi-conductor industry and what it means for Vietnam Holding.
Please watch Vietnam Holding’s presentation with FPT here.
We explore what could be the next phase in Vietnam’s industrial revolution – the growth of the semiconductor and artificial intelligence sectors.
Vietnamese technology leader FPT is Vietnam Holding’s largest portfolio, and we focus on the company’s role within the semiconductor industry and its future growth prospects.
Major players, including Nvidia, have announced significant investments in Vietnam to develop research and development centres, demonstrating the opportunity in Vietnam’s highly skilled workforce.
We finish by examining the trickle-down effects of a growing semiconductor on the rest of the Vietnam Holding portfolio.