越南首家半导体工厂恐难实现2027年启动试生产的目标，有知情人士称，该国尚未与阿斯麦（ASML.AS）就购买芯片制造设备达成协议。
Vietnam is unlikely to meet a 2027 target for its first semiconductor plant to embark on a trial production run, with people saying that a deal to buy chipmaking equipment from ASML (ASML.AS) has yet to be reached.
路透社上周实地走访发现，位于河内郊区的工厂选址地仍覆盖着野生植被。Planet Labs PBC于1月拍摄的卫星图像以及空中客车公司10月拍摄的图像也证实，目前尚未进行任何建筑施工。
The site of the plant on the outskirts of Hanoi remains covered in wild vegetation, a Reuters visit there last week showed. Satellite images taken in January by Planet Labs PBC and by Airbus in October also confirm that no buildings have been constructed.
一位直接了解该项目的人士表示，由于开发商越南电信（Viettel）缺乏建设芯片工厂的经验，且在快速获得政府资金方面存在行政障碍，2027年的目标很可能无法实现。
A person with direct knowledge of the project said the 2027 target would probably not be achieved due to delays stemming from developer Viettel's lack of experience in building chip factories and administrative hurdles in quickly securing government funding.
该名未获授权向媒体发言且拒绝透露姓名的人士表示，这一政府主导的项目仍在进行中，但时间表尚不明确。
The government-mandated project is ongoing but the timeline is unclear, said the person, who was not authorised to speak to media and declined to be identified.
该项目进展缓慢以及越南电信与这家荷兰设备制造商之间的谈判情况系首次被披露。
The project's lack of progress and Viettel's talks with the Dutch equipment maker are being reported here for the first time.
由军方运营的电信和国防集团越南电信在给路透社的一份声明中表示，该项目“正按照既定计划和进度推进”。声明称：“项目活动正根据技术和实施要求分阶段开展。我们将在适当的时候提供进一步的更新。”
Viettel, a military-run telecoms and defence group, said in a statement to Reuters that the project was "progressing in line with the established plan and schedule." "Project activities are being carried out in phases, in accordance with the project's technical and implementation requirements.
越南财政部未回应置评请求。阿斯麦的一位代表拒绝就与越南电信的谈判置评。
We will provide further updates at an appropriate time," it said. Vietnam's finance ministry did not respond to requests for comment.
该项目是越南执政党提升半导体价值链计划的一部分。越南政府希望该国在2045年成为高收入经济体，并在2030年前实现至少10%的增长。
A representative for ASML declined to comment on the talks with Viettel. The project is part of the ruling Communist Party's plans for Vietnam to move up the semiconductor value chain.
越南电信于1月为该选址举行了奠基仪式，当时该公司表示希望工厂能在2030年全面投入运营，并计划向航空航天、电信和汽车行业供应芯片。
It wants the country to become a high-income economy by 2045, with growth of at least 10% through 2030.
三位拒绝透露姓名的知情人士表示，与阿斯麦的谈判已进行了数月，因为讨论内容属于私密信息。
Viettel, which broke ground on the site in January, said at the time it wanted the plant to be fully operational by 2030 and that it intended to supply its chips to the aerospace, telecom and auto sectors.
其中两人表示，谈判内容涉及购买深紫外（DUV）光刻机，这种设备是用于在硅片上印刷电路图案所必需的。
Talks with ASML have been underway for months, said three separate people familiar with the matter, who declined to be identified because the discussions were private.
路透社未能获悉为何双方尚未达成协议，也无法得知正在讨论的是哪种类型的深紫外光刻机。了解具体机型有助于判断该销售是否会受到荷兰出口管制的限制，并有助于了解潜在成本。当局估计该工厂的成本约为13亿美元。
The talks have covered the purchase of a deep ultraviolet (DUV) lithography machine, needed to print circuitry patterns onto silicon wafers, two of the people said. Reuters was not able to learn why no agreement has been reached or which type of DUV machine was under discussion, which would indicate whether the sale could be subject to Dutch export controls and would help in understanding potential costs. Authorities have estimated the cost of the plant at about $1.3 billion.
阿斯麦本月表示，受人工智能热潮影响，未来两年可能无法完全满足其最先进机器的需求。预计老一代设备的供应限制将不那么严重。
ASML said this month it may not fully meet demand for its most advanced machines over the next two years because of the AI boom. Supply constraints for older-generation equipment are expected to be less severe.
阿斯麦在最尖端的极紫外（EUV）光刻机领域拥有垄断地位，也是浸没式深紫外光刻系统的最大供应商，在该市场与日本尼康（7731.T）展开竞争。
It holds a monopoly on the most sophisticated extreme ultraviolet (EUV) machines, and is the biggest provider of immersion DUV systems, a market where it competes with Nikon (7731.T) of Japan.
越南电信在1月份的演示文稿中曾表示，计划使用32纳米技术生产半导体，对于芯片制造领域的新手来说，这是一个雄心勃勃的起点。
Viettel said in a January presentation that it planned to produce semiconductors using 32-nanometre technology, an ambitious starting point for a newcomer to chip manufacturing.
相比之下，塔塔电子（Tata Electronics）曾表示，其与台湾力积电（6770.TW）合作开发的价值110亿美元的古吉拉特邦项目，将从55纳米和90纳米工艺开始，随后再增加更先进的28纳米生产线。
By comparison, Tata Electronics has said its $11 billion project in Gujarat, developed with Taiwan's PSMC (6770.TW), will begin with 55- and 90-nanometre processes before adding more advanced 28-nanometre production.
关于32纳米的表述随后从越南电信的网站上被删除。越南电信也未披露是否正在与成熟的芯片制造商合作以提供技术和专业知识。
The reference to 32-nanometre was subsequently removed from Viettel's website. Viettel has also not disclosed if it is partnering up with an established chip manufacturer to provide technology and expertise.
据业内人士称，越南政府吸引外国投资者在越南建设芯片制造工厂的努力尚未取得成功。
Efforts by Vietnam's government to attract foreign investors to build a chip manufacturing facility in Vietnam have been unsuccessful, according to industry sources.
不过，越南已成为半导体组装、测试和封装（ATP）这一资本密集度较低领域快速增长的中心。英特尔（INTC.O）、安靠科技（Amkor Technology, AMKR.O）和韩美半导体（Hana Micron, 067310.KQ）在越南运营着大型ATP工厂，三星电子（005930.KS）也计划建设一家芯片测试工厂。
The country is, however, a fast-growing hub for the less capital-intensive sector of semiconductor assembling, testing and packaging (ATP). Intel (INTC.O), Amkor Technology (AMKR.O) and Hana Micron (067310.KQ) operate large ATP factories in Vietnam, while Samsung Electronics (005930.KS) is planning a chip-testing facility.
阿斯麦的供应商也在越南设有业务，包括高意（Coherent）和VDL Enabling Technologies Group，尽管其当地工厂主要服务于阿斯麦以外的客户。
ASML suppliers also have operations in Vietnam, including Coherent and VDL Enabling Technologies Group, though their local factories primarily serve customers other than ASML.