<div id="readability-page-1"><p>In Vietnam, Masan High-Tech Materials, the mining subsidiary of Masan Group, is positioning itself as a supplier of tungsten-based materials to global technology industries. The company operates one of the world's largest polymetallic tungsten deposits and has developed processing capabilities aimed at meeting growing international demand for materials supporting AI-related infrastructure.</p><p><strong>Growing demand for advanced materials</strong></p><p>The expansion of AI applications is accelerating demand for high-performance processors, hyperscale data centers, and high-density computing systems. These technologies require chips that operate continuously under high workloads, generating significant heat within increasingly compact architectures.</p><p>As a result, the semiconductor industry has placed greater emphasis on materials capable of maintaining stability under extreme thermal and electrical conditions. Tungsten, with a melting point of 3,422 degrees Celsius and strong electrical and thermal conductivity, has become widely used in chip interconnects and other critical components.</p><p>Industry analysts note that such properties allow tungsten-based components to maintain performance under high frequencies and elevated temperatures, supporting the long-term reliability of advanced processors.</p><table><tbody><tr><td><img src="https://imageproxy.pbkrs.com/https://vcdn1-english.vnecdn.net/2026/03/11/7334-1773217551-1773217614-4174-1773217623.jpg/query-ZHByPTEmZml0PWNyb3AmaD0wJnE9MTAwJnM9dW5qLS16VHlydEczdkZyMFp6UGRGZyZ3PTY4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://vcdn1-english.vnecdn.net/2026/03/11/7334-1773217551-1773217614-4174-1773217623.jpg/query-ZHByPTEmZml0PWNyb3AmaD0wJnE9MTAwJnM9dW5qLS16VHlydEczdkZyMFp6UGRGZyZ3PTY4MA"/></td> </tr><tr><td> <p>Workers work in the advanced tungsten manufacturing plant in Thai Nguyen. Photo courtesy of MHT</p> </td> </tr></tbody></table><p><strong>Integrated tungsten supply chain</strong></p><p>Critical minerals are increasingly central to global technology supply chains, with supply stability, traceability, and product quality becoming key considerations for manufacturers.</p><p>Masan High-Tech Materials operates an integrated tungsten value chain that includes mining, refining, and manufacturing. Through its refining facilities, the company produces tungsten products with purity levels of up to 99.9%, which are used in various industrial and high-tech applications.</p><p>The company's operations are anchored by the Nui Phao Mine, one of the largest tungsten deposits globally. According to the company, the integrated model allows it to provide a stable supply of tungsten materials to international markets.</p><table><tbody><tr><td><img src="https://imageproxy.pbkrs.com/https://vcdn1-english.vnecdn.net/2026/03/11/ban-sao-cua-8324-1773217563-17-9616-9095-1773217623.jpg/query-ZHByPTEmZml0PWNyb3AmaD0wJnE9MTAwJnM9dXJNRTA2WmRON1psdDJ1YWp3dE93QSZ3PTY4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="680" height="453" original-src="https://imageproxy.pbkrs.com/https://vcdn1-english.vnecdn.net/2026/03/11/ban-sao-cua-8324-1773217563-17-9616-9095-1773217623.jpg/query-ZHByPTEmZml0PWNyb3AmaD0wJnE9MTAwJnM9dXJNRTA2WmRON1psdDJ1YWp3dE93QSZ3PTY4MA"/></td> </tr><tr><td> <p>The processing plant at the Nui Phao polymetallic mine. Photo courtesy of MHT</p> </td> </tr></tbody></table><p><strong>Strategic role in technology infrastructure</strong></p><p>While software innovation has driven much of the recent momentum in artificial intelligence, the long-term expansion of AI also depends on robust physical infrastructure, including materials capable of supporting high-performance computing environments.</p><p>Data centers and supercomputers, for example, require components that can withstand high heat and continuous operational loads. Materials such as tungsten are therefore considered important for maintaining performance and durability in these systems.</p><p>Industry observers note that secure access to critical materials is becoming an increasingly strategic factor in the global semiconductor supply chain.</p><p>With its mining resources and processing capabilities, Masan High-Tech Materials aims to expand its role in supplying advanced materials used in semiconductor manufacturing and other high-technology sectors.</p></div>

半導體 3 倍做多 - Direxion

<p>人工智能的崛起推動了對鎢的需求，而鎢在半導體制造中至關重要。越南的 Masan High-Tech Materials 正將自己定位為關鍵供應商，利用其豐富的鎢礦儲量和精煉能力。鎢具有高熔點和良好的導電性，支持高性能計算中先進處理器的性能。該公司旨在確保鎢材料的穩定供應，這對不斷增長的技術基礎設施（包括數據中心和超級計算機）至關重要，突顯了關鍵材料在半導體供應鏈中的戰略重要性</p>

人工智能驅動的半導體需求提升了越南鎢的市場前景