US pushes Vietnam to decouple from Chinese tech, sources say

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.

Except raking the cash, he also tries to fulfill some of his white supremacy fantasy along with his fanbase.

Forging an alliance with Russia to contain China.

China will earn their respect as the strongest enemy, but we always remains an eternal threat to them.

Even Russia is very vigilant of China's overwhelming strength in both technology and manufacturing capability.
 
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.
Trump’s virtual currency? you mad bro?
that’s a scam. Trump’s family just brings out MAGA smartphone, nothing more than another scam.
I think Vietnam should give him and his family more opportunities to make them richer: in addition to Trump hotel, Trump tower, Trump golf course. how’s about Trump’s made in USA underwear produced in Vietnam?
Seriously, we don’t want to break away from the US, we want a good relationship.
it’s Trump who puts on a gun on the table. he says “take it, or else”.
 
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.
I don't think my posts are harsh or unrealistic. Vietnam is still in a labor-intensive phase of industrial development, and I fully recognize that. I'm not expecting the country to build a fully integrated or globally competitive supply chain overnight. But even at this stage, there are fundamental targets that should have been achieved and unfortunately, they haven't been.

It's not sufficient to keep attributing every shortfall to underdeveloped infrastructure or logistics. Yes, those are structural limitations, but at this point in Vietnam's development, certain baseline capabilities, particularly in industrial coordination and mid-tier value chain integration, should already be in place. When you compare Vietnam's current position to where South Korea was in the 1980s, especially in terms of heavy industry, the contrast is hard to ignore. That might sound exaggerated, but anyone familiar with the respective progression of Vietnam and South knows it's not far from the truth.

Anyway, I'll leave it there. I know this is starting to sound pessimistic and more critical than I intended. But I still stand by the perspective of what I have said.
 

Southern Vietnam port partners with Chinese firms to expand logistics network​

Thu, July 31, 2025 | 2:51 pm GMT+7

The Long An International Port in the southern province of Tay Ninh on Wednesday signed a cooperation agreement with SPG Bohaiwan Port and Bohwa Shipping Pte Ltd of China to expand its logistics network.

Under the deal, the three parties agreed to establish a new maritime shipping corridor, named “Two Ports, One Route,” directly linking northern China with southern Vietnam, aiming to boost two-way cargo capacity and promote bilateral trade.

The partnership will form an integrated logistics ecosystem, encompassing port operations, maritime transport, and logistics services. It aims at optimizing business costs, enhancing operational efficiency, and promoting a sustainable, green supply chain between Vietnam and China.

In addition, the three-party alliance will explore the expansion of diverse shipping routes, including containerized and dry bulk cargo, as well as connections to international warehousing networks.

It will also introduce a range of value-added services such as customs clearance, finance, and insurance, creating a comprehensive end-to-end logistics service chain.

Representatives of Long An International Port, SPG Bohaiwan Port, and Bohwa Shipping sign a cooperation agreement in Tay Ninh province, southern Vietnam on July 30, 2025. Photo courtesy of Vietnam News Agency.

Representatives of Long An International Port, SPG Bohaiwan Port, and Bohwa Shipping sign a cooperation agreement in Tay Ninh province, southern Vietnam on July 30, 2025. Photo courtesy of Vietnam News Agency.​

At the signing ceremony, Cui Tiecheng, deputy general director of SPG Bohaiwan Port, noted that since the official launch of the two-way shipping route between Vietnam’s Tay Ninh province and Weifang Port in China’s Shandong province in August last year, the alliance has successfully operated 15 vessels, transporting more than 370,000 tons of high-value cargo such as advanced industrial equipment and raw materials for production.

In April 2025, a Vietnamese general cargo vessel transported goods from Liaoning, China, and docked at Long An International Port, marking a breakthrough in developing direct maritime shipping routes between the two countries.

“These results not only lay a solid foundation for today’s strategic cooperation agreement,” Cui emphasized, “but also clearly demonstrate the tremendous potential and development prospects of the trilateral partnership.”

The SPG Bohaiwan Port leader expressed the company's desire to cooperate with Long An International Port and Bohwa Shipping to build the Weifang Port-Long An Port route into a high-quality model project for economic and trade collaboration between the two nations.

At the same time, the alliance aims to expand the export of strategic products from both China and Vietnam to global markets, he added.

Meanwhile, Huynh Van Son, Vice Chairman of the Tay Ninh provincial People’s Committee, said the trilateral partnership marks the beginning of a new phase of development, opening up significant opportunities to integrate Tay Ninh province's logistics supply chain into the international trade network.

“The establishment of a fixed maritime shipping route will not only accelerate trade promotion but also help reduce logistics costs and enhance the competitiveness of local enterprises,” he stressed.

Strategically located as a southern gateway of Vietnam, Long An International Port connects the key economic zones of Vietnam’s southeastern region, Ho Chi Minh City, the Mekong Delta, and international shipping routes.

The port is capable of accommodating vessels of up to 70,000 DWT and is equipped with a comprehensive logistics infrastructure. It is among the region’s key logistics centers under development, poised to become a major transshipment hub for southern Vietnam, contributing to the sustainable economic growth of Tay Ninh province and the country as a whole.


Trump tariffs fail to decouple Vietnam from China

Published: 6:18pm, 30 Jul 2025Updated: 6:28pm, 30 Jul 2025

Vietnam's cost advantage and dependence on Chinese parts are strengthening ties with Beijing, even with US tariffs.
 

Hardest-hit Vietnam risks losing $25 billion from US tariffs, UN estimates​

September 22, 202512:15 PM GMT+8Updated 3 hours ago
  • Vietnam most exposed to US duties in Southeast Asia, UNDP says
  • Southeast Asia worst impacted region in Asia, UNDP says
  • Vietnam's footwear exports fell sharply in August, data show
HANOI, Sept 22 (Reuters) - U.S. tariffs imposed in August risk slashing up to one-fifth of Vietnam's exports to the United States, making it the worst-hit country in Southeast Asia, according to estimates by the United Nations Development Programme.

Vietnam was the world's sixth-largest exporter to America last year with $136.5 billion worth of shipped goods, U.S. trade data show. Those goods are largely produced in factories run by U.S. and foreign multinational companies or their suppliers.

In a worst-case scenario of very high tariff-driven U.S. inflation, the 20% duties levied on Vietnamese goods could cause its U.S. exports to fall "over time by more than 25 billion dollars, nearly one fifth of the yearly total," Philip Schellekens, UNDP chief economist for the Asia-Pacific region, told Reuters.

Vietnam's finance and industry ministries did not immediately reply to requests for comment.

The first comprehensive Vietnamese data released since tariffs took effect on August 7 show Vietnam's exports to the United States, its biggest market, fell by 2% in August from July, with a 5.5% drop for footwear, of which Vietnam is the world's second-largest supplier, according to the customs department. That followed a surge in exports before tariffs.

The World Bank revised down Vietnam's growth forecasts for this year after the U.S. tariffs took effect.

Nike (NKE.N), opens new tab, Adidas (ADSGn.DE), opens new tab and Puma (PUMG.DE), opens new tab, which produce a large part of their global output of shoes through suppliers in Vietnam, declined to comment.

VIETNAM HIT HARDEST​

The 19.2% potential fall in Vietnamese exports to America would be nearly twice as high as the average 9.7% possible drop in exports from Southeast Asia, the most impacted region in the continent and a major industrial hub, according to a UNDP report released last week, one of the first public estimates of the hit on trade flows since the tariffs took effect.

"No country in Southeast Asia is more exposed to U.S. tariff hikes than Vietnam," said Schellekens, noting only China in East Asia would be hit harder in dollar terms.

Among large Southeast Asian nations, Thailand's U.S. exports could fall 12.7%, Malaysia's 10.4% and Indonesia's 6.4%, the UNDP report said.

The estimated fall of U.S. exports would shave roughly 5% from Vietnam's Gross Domestic Product, although the tariff impact could take years to fully materialise, and was likely to be mitigated by exporters' absorption of some costs, Vietnam's diversification to other regions and bigger domestic spending.

The UNDP estimates are based on a scenario in which duties would be entirely passed through to U.S. consumers, damping demand, which so far has not happened as the impact on U.S. inflation has been moderate.

The UNDP did not take into account either the possible effect of 40% tariffs on goods transhipped through Vietnam, which could have a devastating impact if Washington decided to set strict limits on foreign components used in exported items, given Vietnam's goods highly rely on Chinese input.

The UNDP data did not factor in current tariff exemptions on consumer electronics which account for about 28% of Vietnam's total exports to America. However, even if Washington upheld those waivers, Vietnam's U.S. exports could still fall by $18 billion, Schellekens said.
 

Electronics lead Vietnam’s trade, with China the largest supplier


Monday, 10:06, 22/09/2025

Computers, electronic products and components continued to dominate Vietnam’s trade in August, both in exports and imports, according to the Department of Customs under the Ministry of Finance.

Imports in this category reached US$14.13 billion in August, up 2.1% from July. Over the first eight months, imports totalled nearly US$96 billion, a year-on-year increase of 38.2%, accounting for almost 32% of the country’s total import value.

China remained the largest supplier with US$33.5 billion, up 47.5%. Other major sources were the Republic of Korea (US$24.1 billion, up 16.9%), Taiwan (nearly US$15 billion, up 72.9%) and Japan (US$5.4 billion, up 11.7%).

On the export side, computers, electronics and components brought in US$10.2 billion in August. In the first eight months, exports in this group reached nearly US$67 billion, up 43.1%, accounting for 22% of Vietnam’s total exports.

The US remained the largest buyer, with US$26.1 billion, up 67.7%. China followed with US$11.02 billion, up 38.6%, while Hong Kong and the EU also recorded strong growth.

Phones and components showed only modest growth, with exports reaching US$5.7 billion in August and US$38.2 billion in the first eight months, up just 2.4%. Imports in this group were close to US$7 billion, an increase of 18.8%.

Overall, Vietnam’s trade reached US$83.1 billion in August, up 0.9% from July. In the first eight months, turnover amounted to nearly US$598 billion, with computers, electronics and phones together accounting for about one-third of total exports and imports.
 
202509237fafbae5caa946068d6209bc1839ba85_20250923f169e7c64d7448fa93b8a78531d49579.jpg

An aerial drone photo taken on Sept. 23, 2025 shows a China-Vietnam freight train pulling out of the Nanning International Railway Port in Nanning, south China's Guangxi Zhuang Autonomous Region.


As of Sept. 22, freight trains departing from Guangxi heading to Vietnam have transported a total of 26,000 TEUs (twenty-foot equivalent units) of export goods, marking a year-on-year surge of 173 percent, according to the China Railway Nanning Group Co., Ltd.



24/09/2025 10:30

Hanoi (VNA) – Prime Minister Pham Minh Chinh issued a directive on September 23 outlining key measures to boost exports and diversify foreign markets as the country is navigating complicated global trade dynamics.

With various harmonious measures put in place, Vietnam’s total trade revenue was estimated at 673.21 billion USD as of September 15, up 17.2% year-on-year, with export climbing 15.8% to 325.26 billion USD while import rising 18.8%to 311.95 billion USD.

Despite these gains, the Prime Minister warned that global uncertainties, including strategic competition, conflict in several regions, and the US’s reciprocal tariffs, pose significant risks for Vietnam’s export sector.

As Vietnam eyes export growth target of at least 12%, contributing to realising the GDP expansion of 8.3-8.5% this year and double-digit, PM Chinh outlined key measures across multiple sectors.

The Ministry of Industry and Trade will spearhead efforts to monitor market conditions and trade policies of partner countries, implementing flexible and timely solutions to boost exports while addressing emerging challenges. The ministry will focus on capitalising on existing Free Trade Agreements (FTAs) while working to sign new ones to tap such potential markets as the Middle East, Africa, Latin America, Central Asia, Eastern Europe, India, Pakistan, and Brazil. Besides, it must push to finalise free trade pacts with Mercosur and the Gulf Cooperation Council in Quarter 4.
 

Việt Nam, China trade poised for new record in 2025​

October 28, 2025 - 11:01

Trade between Việt Nam and China is posed to set a record height this year with strong momentum from deepened cooperation through large-scale trade promotion events and the upgrade of the ASEAN-China Free Trade Area (ACFTA) 3.0 Protocol.

460331_china.jpg
A conference to promote trade, investment and business connection between Việt Nam and China held on Monday within the framework of the 2025 Golden Autumn Fair. — Photo baochinhphu.vn

HÀ NỘI — Trade between Việt Nam and China is posed to set a record height this year with strong momentum from deepened cooperation through large trade promotion events and the upgrade of the ASEAN-China Free Trade Area (ACFTA) 3.0 Protocol.

“Trade promotion is the bridge turning potential into practical opportunities,” said Deputy Director of the Vietnam Trade Promotion Agency Lê Hoàng Tài at a conference to promote trade, investment and business connections between Việt Nam and China, which was held on Monday within the framework of the 2025 Golden Autumn Fair.

Agency statistics show that bilateral trade reached US$184 billion in the first nine months of this year, representing a year-on-year increase of 23 per cent, putting the two countries on track to surpass last year’s record of $205.2 billion.

Officials from both sides at the conference highlighted growing opportunities for enterprises, as trade ties have expanded to deeper collaboration in investment, technology transfer and sustainable supply chains.

The first Autumn Fair runs until November 4, and has already attracted the participation of nearly 100 exhibitors from China showcasing products ranging from machinery, high-tech equipment and building materials to consumer goods and agricultural products.

“This is a significant opportunity for Vietnamese enterprises to access supply sources, technology, machinery and materials for transforming production, improving quality and reducing costs,” Tài said, adding that a series of business networking conferences are also being held within the fair to enable firms to connect with partners and strike deals.

Li Zhandan, trade counsellor at the Chinese Embassy to Việt Nam, said the fair is a reliable platform integrating trade, investment, culture and innovation, underscoring its role in strengthening regional supply chains amid global economic uncertainty.

The upgraded ACFTA 3.0 also is expected to further boost bilateral trade by reducing tariffs, improving customs procedures and facilitating greater market access.

Việt Nam’s exports to China have risen sharply in recent months, with agricultural products such as durian, dragon fruit, mango and passion fruit registering double-digit growth. Other key exports include rice, coffee, cashew nuts, seafood, textiles and electronic components.

Việt Nam continues to import machinery, materials and industrial equipment for its manufacturing sector from China.

Large potential

According to Nguyễn Bá Hải, deputy director of the Centre for Trade and Investment Promotion under the Vietnam Trade Promotion Agency, Việt Nam is entering its most dynamic phase of industrial expansion in the past decade.

With over 450 international-standard industrial parks and more than 2,000 industrial clusters together with hastened efforts to improve the business climate and infrastructure system, Việt Nam has become an increasingly attractive destination for investors, he added.

Major infrastructure projects, including the railway connecting Kunming, Lào Cai, Hà Nội and Hải Phòng expected to start construction later this year, and new airports such as Long Thanh and Gia Bình, will significantly boost connectivity and logistics efficiency, he said.

With a GDP of $510 billion and income per capita reaching $5,000, Việt Nam is now among the largest economies in ASEAN. The rising middle class and fast-growing e-commerce market also create significant room for cooperation in digital trade, logistics and fintech – areas where China has advantages.

Việt Nam's green growth strategy and goal of net zero emissions by 2050 have also created opportunities for cooperation in electric vehicles, batteries and renewable energy.

Zhou Liang, director of the Investment Promotion Centre under the China Council for Promotion of International Trade of Shandong Province, said the cooperation between Shandong and localities in Việt Nam has expanded rapidly in recent years.

He added that he expects the Golden Autumn Fair 2025 will help businesses from both sides to strengthen their connections and achieve better cooperation results. — VNS
 

Việt Nam, China trade poised for new record in 2025​

October 28, 2025 - 11:01

Trade between Việt Nam and China is posed to set a record height this year with strong momentum from deepened cooperation through large-scale trade promotion events and the upgrade of the ASEAN-China Free Trade Area (ACFTA) 3.0 Protocol.

460331_china.jpg
A conference to promote trade, investment and business connection between Việt Nam and China held on Monday within the framework of the 2025 Golden Autumn Fair. — Photo baochinhphu.vn

HÀ NỘI — Trade between Việt Nam and China is posed to set a record height this year with strong momentum from deepened cooperation through large trade promotion events and the upgrade of the ASEAN-China Free Trade Area (ACFTA) 3.0 Protocol.

“Trade promotion is the bridge turning potential into practical opportunities,” said Deputy Director of the Vietnam Trade Promotion Agency Lê Hoàng Tài at a conference to promote trade, investment and business connections between Việt Nam and China, which was held on Monday within the framework of the 2025 Golden Autumn Fair.

Agency statistics show that bilateral trade reached US$184 billion in the first nine months of this year, representing a year-on-year increase of 23 per cent, putting the two countries on track to surpass last year’s record of $205.2 billion.

Officials from both sides at the conference highlighted growing opportunities for enterprises, as trade ties have expanded to deeper collaboration in investment, technology transfer and sustainable supply chains.

The first Autumn Fair runs until November 4, and has already attracted the participation of nearly 100 exhibitors from China showcasing products ranging from machinery, high-tech equipment and building materials to consumer goods and agricultural products.

“This is a significant opportunity for Vietnamese enterprises to access supply sources, technology, machinery and materials for transforming production, improving quality and reducing costs,” Tài said, adding that a series of business networking conferences are also being held within the fair to enable firms to connect with partners and strike deals.

Li Zhandan, trade counsellor at the Chinese Embassy to Việt Nam, said the fair is a reliable platform integrating trade, investment, culture and innovation, underscoring its role in strengthening regional supply chains amid global economic uncertainty.

The upgraded ACFTA 3.0 also is expected to further boost bilateral trade by reducing tariffs, improving customs procedures and facilitating greater market access.

Việt Nam’s exports to China have risen sharply in recent months, with agricultural products such as durian, dragon fruit, mango and passion fruit registering double-digit growth. Other key exports include rice, coffee, cashew nuts, seafood, textiles and electronic components.

Việt Nam continues to import machinery, materials and industrial equipment for its manufacturing sector from China.

Large potential

According to Nguyễn Bá Hải, deputy director of the Centre for Trade and Investment Promotion under the Vietnam Trade Promotion Agency, Việt Nam is entering its most dynamic phase of industrial expansion in the past decade.

With over 450 international-standard industrial parks and more than 2,000 industrial clusters together with hastened efforts to improve the business climate and infrastructure system, Việt Nam has become an increasingly attractive destination for investors, he added.

Major infrastructure projects, including the railway connecting Kunming, Lào Cai, Hà Nội and Hải Phòng expected to start construction later this year, and new airports such as Long Thanh and Gia Bình, will significantly boost connectivity and logistics efficiency, he said.

With a GDP of $510 billion and income per capita reaching $5,000, Việt Nam is now among the largest economies in ASEAN. The rising middle class and fast-growing e-commerce market also create significant room for cooperation in digital trade, logistics and fintech – areas where China has advantages.

Việt Nam's green growth strategy and goal of net zero emissions by 2050 have also created opportunities for cooperation in electric vehicles, batteries and renewable energy.

Zhou Liang, director of the Investment Promotion Centre under the China Council for Promotion of International Trade of Shandong Province, said the cooperation between Shandong and localities in Việt Nam has expanded rapidly in recent years.

He added that he expects the Golden Autumn Fair 2025 will help businesses from both sides to strengthen their connections and achieve better cooperation results. — VNS
Trump has realized that using economic coercion is not working on Vietnam, neither China, he backs down.
At recent meetings he did not raise the topic. Instead, the US offers 0 tariffs on items imported from Vietnam the US doesn’t make. That’s virtually everything. The economy of US, China, Vietnam are complementary.
 
such demand by the MAGA is totally unrealistic. how’s going to work without China supply chain?
Not now. maybe in 10-15 years. hopefully To Lam can convince Trump.
Unless Trump gives a kick in the back Vietnam won't reduce supply chain involvement with China
 
Hardcore MAGA are mostly economically illiterate, but many of their goals are shared by the conservative billionaires and the US establishment- who all want to have less dependence on China for the supply chain in critical sectors .

Producing every thing is America is the holy grail, but practically it is simply not possible. However, it is preferable for the supply chain dependence to be on friendly countries like Phillipines and Thailand than on China or those in her orbit.

The deal with the UK has provisions to reduce dependence on China and those being negotiated with the likes of India and Vietnam will have similar provisons. It would be for these countries to make a choice.

Complete decoupling in the short-term is impossible, but the long term goal is to insulate US supply chains from Chinese dependence as much as possible.
As @Viet says it will take years to achieve even partially decoupling. Total decoupling might not practical or even a good idea
 
As @Viet says it will take years to achieve even partially decoupling. Total decoupling might not practical or even a good idea
Trump can wage economic war against China. Mathematic wise possible. But he can’t wage against China and Vietnam at the same time. Of course he can’t do against the world. That’s madness.
 
Unless Trump gives a kick in the back Vietnam won't reduce supply chain involvement with China
decouple only makes sense in sensible minerals or technology. There are cases where is decoupling is the only way out, like between Europe and Russia. Putin’s war of aggression against Ukraine has destroyed everything.
I don’t see that scenario between the US and China yet. As I predicted at the beginning Viet Nam will never surrender to blackmail.
 
decouple only makes sense in sensible minerals or technology. There are cases where is decoupling is the only way out, like between Europe and Russia. Putin’s war of aggression against Ukraine has destroyed everything.
I don’t see that scenario between the US and China yet. As I predicted at the beginning Viet Nam will never surrender to blackmail.

You still haven't seen it clearly?

Trump is a pure businessman, he is different from Biden. Trump only cares about the immediate benefits that be realized, he doesn't care about values, political correctness, etc. He is obviously picking on weak countries for bullying, and as soon as he meets China, he immediately TACO.

Now the tariff on Chinese goods entering the United States has only 10% basic tariff and 10% fentanyl tax, which is already lower than all countries in the EU, Japan, South Korea, etc. And it is obvious that the 10% fentanyl tax will also disappear after the next South Korea negotiation. And China still has enough cards to make the basic tariff all become 0%.

Do you still believe in Trump now? I would rather believe that Trump will use Vietnam's 0% tariff on the United States, and then resell Chinese goods to the Vietnamese. Do you really think that only Vietnam can resell Chinese goods to make money, and the US can't do the same?
 
You still haven't seen it clearly?

Trump is a pure businessman, he is different from Biden. Trump only cares about the immediate benefits that be realized, he doesn't care about values, political correctness, etc. He is obviously picking on weak countries for bullying, and as soon as he meets China, he immediately TACO.

Now the tariff on Chinese goods entering the United States has only 10% basic tariff and 10% fentanyl tax, which is already lower than all countries in the EU, Japan, South Korea, etc. And it is obvious that the 10% fentanyl tax will also disappear after the next South Korea negotiation. And China still has enough cards to make the basic tariff all become 0%.

Do you still believe in Trump now? I would rather believe that Trump will use Vietnam's 0% tariff on the United States, and then resell Chinese goods to the Vietnamese. Do you really think that only Vietnam can resell Chinese goods to make money, and the US can't do the same?
From what I see Trump does Taco when meeting fierce resistance or he feels too painful himself. China is a big elephant, not easy for the US to play around with. He should know it from the start.
This 10% fentanyl tariff is just like a banana tariff, an imaginary banana, he can replace it like by let say 10% migrant tariff.
The 40% transshipment is still on table.
I don’t know if Trump will drop it.
 

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