US pushes Vietnam to decouple from Chinese tech, sources say

[MH.Yang]

Do you actually think Asean can absorb all of Chinese goods and components? China too also depends on the US market. And let's not forget, Thailand is on that list too, not far behind Vietnam in terms of exposure.

The economic impact of trade with the U.S. on China is nowhere near as high as you might think. China has actually been able to cut off all trade ties with the US at any time.

The Chinese government has been making preparations to decouple from the last decade, and the Chinese government has been very efficient.

As for the US market, if the dollar can't buy Chinese goods, Russian and other minerals, Brazilian grain, Saudi Arabian oil, then isn't the dollar a waste of paper?

You see, the dollar can no longer buy rare earths. Antimony is next, then gallium and germanium, and magnesium and indium, and eventually it will be tungsten ore that will complete the extinction.

And the unique products of the United States, we shall eventually replace them all. All that's left now are high-end chips and large commercial airliners. We're efficient, and it'll be quick.

 

[ety]

Congrats, you're free from US imperialism. Just don't forget about Thailand or Cambodia. You might want to take a look at how Cambodia also relies heavily on exports, especially to the US. But I guess not many people care about Cambodia anyway. Still, how does any of this relate to what I originally said? If Vietnam gets slapped with, say, a 45% tariff, do you think China will shift its supply chains here? If it stops being convenient, China will just pull out. Do you think China need Vietnam's permission to do that? So what exactly is your point?

I am just saying ASEAN countries such as Thailand, Cambodia and Vietnam can diversify their markets now including inceasing exports to China, EU and other Asian countries.

 

[Frogen]

No, you have it completely wrong. China has a small high-tech sector, most of which producing items for domestic consumption that China can't import because of restrictions. Most of China's exports are low-tech. They are just cheaper because of Chinese labour practices and economies of scale. Whatever "high-tech" is exported is by companies like Apple, which is anyway based on western tech. So, President Trump doesnt want the US to become the new China. If anything, his policies may help Vietnam become the new China by sanitizing China out of the supply chain.

I think what Vietnam should do is gradually shift its focus from the U.S. market to other regions, reducing the concentration on the U.S. market. The United States is now so unstable that any agreement reached with it could be abandoned by Trump the next day. Trump even tore up the USMCA (United States-Mexico-Canada Agreement) he himself signed with Canada and Mexico in 2018, not to mention his consistent criticism of the FTA with South Korea and threats to renegotiate it. If Vietnam's supply chain is disrupted, it may be impossible to rebuild, and Trump might wake up every morning with the idea of restarting trade negotiations with Vietnam.

 

[Viet]

I think what Vietnam should do is gradually shift its focus from the U.S. market to other regions, reducing the concentration on the U.S. market. The United States is now so unstable that any agreement reached with it could be abandoned by Trump the next day. Trump even tore up the USMCA (United States-Mexico-Canada Agreement) he himself signed with Canada and Mexico in 2018, not to mention his consistent criticism of the FTA with South Korea and threats to renegotiate it. If Vietnam's supply chain is disrupted, it may be impossible to rebuild, and Trump might wake up every morning with the idea of restarting trade negotiations with Vietnam.

yes moving away from the US, but that will take time. Europe is the key it has much more people.
the problem with US now is different. The MAGA wants US companies operating in Vietnam such as Apple, Meta, Google to use vietnamese tech, not chinese tech. components should be made in Vietnam, not in China.
as in the article, the US demands Vietnam to reduce dependency on China, that in turn the US will reduce dependency on China because it will continue to import from Vietnam.

 

[大汉奸柳传志]

It's not just because of Trump.

It is. Had it been a Harris/Walz win, Vietnam's good days would continue

 

[guangdongt]

The Vietnamese government is stable, and Chinese companies are relatively safe to develop in Vietnam at present. To be honest, both countries have developed in a way that benefits each other. The whole of East Asia is in this state, with China, South Korea, and Japan keeping an eye on each other and frequent trade. The United States believes that Vietnam is more susceptible to control because its export market is too concentrated

 

[大汉奸柳传志]

I think what Vietnam should do is gradually shift its focus from the U.S. market to other regions, reducing the concentration on the U.S. market.

most Vietnam's industries are highly specialized at catering to US market demands and US consumer habits, that's how they flourished during Trump 1.0 trade war on China

I dont think making such a shift in a short time is possible

 

[大汉奸柳传志]

yes moving away from the US, but that will take time. Europe is the key it has much more people.
the problem with US now is different. The MAGA wants US companies operating in Vietnam such as Apple, Meta, Google to use vietnamese tech, not chinese tech. components should be made in Vietnam, not in China.
as in the article, the US demands Vietnam to reduce dependency on China, that in turn the US will reduce dependency on China because it will continue to import from Vietnam.

too much hassle, Trump is the only problem, focus on him, get innovative, he's not that hard to crack, bribery works on him. Wasn't it you who once suggested to pimp out your Miss Vietnam to him? That may actually work. Look at Kristi Noem, Tulsi Gabbard.. they all been Trump's fuckbuddies

​

 

[Viet]

too much hassle, Trump is the only problem, focus on him, get innovative, he's not that hard to crack, bribery works on him. Wasn't it you who once suggested to pimp out your Miss Vietnam to him? That may actually work. Look at Kristi Noem, Tulsi Gabbard.. they all been Trump's fuckbuddies

​

we once snatched up islands from the Philippines by sending girls to their soldiers. yes certainly we use all dirty tricks on Trump and the MAGA. but not sure if it works this time with the fanatics.

 

[MH.Yang]

yes moving away from the US, but that will take time. Europe is the key it has much more people.
the problem with US now is different. The MAGA wants US companies operating in Vietnam such as Apple, Meta, Google to use vietnamese tech, not chinese tech. components should be made in Vietnam, not in China.
as in the article, the US demands Vietnam to reduce dependency on China, that in turn the US will reduce dependency on China because it will continue to import from Vietnam.

The Vietnamese government should also significantly increase national income to stimulate the development of domestic demand.

 

[AViet]

Well, now there's one for you to follow. By the way, do you even know why Vietnam is vulnerable to US tariffs? It's not just because of Trump. If it wasn't him, it would have been someone else. So don't make this all about Trump. Maybe start by blaming yourselves for getting into this situation in the first place. Want me to post what To Lam said about Vietnam's supply chains? With supply chains like that, you are always going to be vulnerable.

I've never denied this and never blamed anyone on this topic. You do not need to be so aggressive.

Vietnamese lacks the skills to be industrialized, at least for now. Many people realized this for years.

 

[Menthol]

The USA is also asking my country to abandon our QRIS payment system.

This would give USA payment systems, such as Visa, Mastercard, and PayPal, monopoly status in my country.

This is similar to asking Vietnam to abandon Chinese technology, which would allow US tech companies to monopolize the Vietnamese market.

Since technology has a broad meaning, Vietnam could also ask the USA not to import food, clothing, shoes, cars, etc. from other countries and only buy from Vietnam.

Toyota, BMW, Adidas shoes, LV, etc are banned on USA market.

I wonder how the USA would react to that?

 

[ChineseTiger1986]

we once snatched up islands from the Philippines by sending girls to their soldiers. yes certainly we use all dirty tricks on Trump and the MAGA. but not sure if it works this time with the fanatics.
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Trump only respects power.

If you can make him fear you, then you will earn his respect.

Trump initially respected Russia as the second most powerful white country after the US, and he was very keen to ally with Russia to tackle against China.

But later he learns that China's actual power supersedes that of the US/Russia combined, then he becomes less enthusiastic to ally with Russia compared to his first term.

Since US and Russia combined still cannot make the state of the art technology like the 6th gen aircraft.

Since China controls the entire global supply chain, and its leverage over the opponents is absolutely overwhelming.

The US previous believed it can stifle China via the chip sanction, but they have immediately realized their mistake.

 

[MH.Yang]

What I said is completely relevant. If Vietnam could actually prove that those components were made here, like genuinely produced in Vietnam, then yes, Vietnam would be off the hook. But the truth is, Vietnam can't. Just because Chinese companies open factories here and hire Vietnamese workers doesn't mean the products automatically count toward Vietnam's localization rate. That's not how it works. Trump isn't crazy, or maybe he seems that way to other countries, but when it comes to Vietnam, he's not. A lot of the arguments you hear from Vietnamese people, like lumping the textile industry together with electronics when talking about localization rates, especially from pro-communist voices, are just propaganda.

Do you know how China, Japan, Korea, and Singapore industrialized? It started with labor-intensive industries, through which a large number of qualified industrial workers were trained. Then do primary processing of parts, and finally step by step into the middle and high-end industrial manufacturing. Vietnam is still in the stage of accepting the transfer of labor-intensive industries and training industrial workers. You just want a complete line of industry? Other than that, is Vietnam's infrastructure ready? For example, electricity, is it enough? What about logistics? It took almost 30 years for China, Japan and Korea to go through these stages, you should be more realistic.

 

[MH.Yang]

yes moving away from the US, but that will take time. Europe is the key it has much more people.
the problem with US now is different. The MAGA wants US companies operating in Vietnam such as Apple, Meta, Google to use vietnamese tech, not chinese tech. components should be made in Vietnam, not in China.
as in the article, the US demands Vietnam to reduce dependency on China, that in turn the US will reduce dependency on China because it will continue to import from Vietnam.

No need to break away from the US. The Vietnamese government just needs to go buy some Trump virtual currency.

Do you really think Trump is reviving America? He's just raking in the cash.