BSC Navigator | M12.2025: Vietnam in the U.S. AI value chain

Monthly topic: Vietnam in the U.S. AI value chain

• AI Development Strategy in the United States
• Policies to promote AI: Highly accommodative support focused exclusively on the United States
• Key AI development value chains: Led by U.S. companies
• U.S. semiconductor manufacturers
• Chips: The Brain of AI
• U.S. AI chip production capacity: Leading in chip design
• U.S. AI Hardware Manufacturing Capacity: Fabless
• U.S. AI Chip Manufacturing Capacity: Efforts to Reshore the AI Chip Supply Chain
• Vietnam in the U.S. AI Value Chain – Vietnamese Exported Goods
• Vietnam in the U.S. AI Value Chain – Packaging and Testing
• Vietnam in the U.S. AI Value Chain – AI Chip Design / AI Model Development

Global economies

• Global macroeconomies
• Global monetary policies
• Global commodity prices and stock markets

Vietnam macroecnomy

• Notable policies
• GDP Growth and Consumption
• Monetary policy
• Fiscal policy
• Exchange rates and Import-Export
• FDI and PMI
• Corporate bond and Government bond
• Monthly macro heatmap

Vietnam stock market

• Domestic stock market movements and forecast
• Market valuation
• Liquidity and structure
• Individual investors in the market
• Foreign cashflow
• ETFs cashflow
• Derivatives market performance
• Performances of sectors
• Sectors business results
• Investment returns of BSC30 and BSC50 compared to the VN-Index
• BSC30, BSC50 portfolios

Appendix

• Events calendar December 2025
• Appendix: Events calendar 2025
• Diễn biến TTCK trong nước và thế giới