開發商：美國支持的東南亞新資料電纜將選定 NEC 或阿爾卡特為供應商

弗朗切斯科・瓜拉西歐報導By Francesco Guarascio

河內，10月23日（路透社）— 一名專案高層告訴路透社，開發商正在興建一條由美國支持、連接馬來西亞、越南、新加坡和泰國的新海底資料電纜，並將於本月在日本的 NEC 和法國的阿爾卡特海底網路公司（Alcatel Submarine Networks）之間選定電纜供應商。HANOI, Oct 23 (Reuters) - Developers of a new US-backed undersea data cable linking Malaysia, Vietnam, Singapore and Thailand will this month select a cable supplier between Japan's NEC and France's Alcatel Submarine Networks, a project executive told Reuters.

越南企業集團 Stavian Group 旗下 Stavian High Tech Infrastructure（SHT）的副負責人馬克・普羅克特（Mark Procter）表示，這條有 16 對光纖的 MViSTA 電纜預計將於 2028 年底啟用，估計成本約 4 億美元。SHT 是該專案的開發商之一。The 16-fibre-pair MViSTA cable is expected to enter service in late 2028 with an estimated cost of about $400 million, said Mark Procter, deputy head of Stavian High Tech Infrastructure (SHT), a unit of Vietnamese conglomerate Stavian Group and one of the project's developers.

普羅克特表示，該專案的支持者排除中國供應商投標，並在設計路線時避開北京在南海主張擁有主權的廣大區域。The project's backers excluded Chinese suppliers from bidding and designed the route to avoid the vast area claimed by Beijing in the South China Sea, Procter said.

他補充說，Stavian 也計畫在越南南部興建一座與這條電纜相連的資料中心園區，該園區「部署的任何關鍵技術都沒有中國公司參與」。Stavian is also planning a data-centre campus in southern Vietnam linked to the cable, with "no Chinese company involved in any key technology deployed" in the cluster, he added.

週五稍早路透社報導刊出後，SHT 表示，普羅克特的說法代表其個人看法。該公司指出，公司正在評估全球供應商的能力，並稱在選擇合作夥伴時，「不會基於地理來源或國籍而歧視或排除任何供應商」。After publication of Reuters story earlier on Friday, SHT said that Procter's statements represented his personal views. It noted the company was evaluating capabilities of global vendors and that in selecting partners it "does not discriminate against or exclude any provider based on their geographical origin or nationality."

由共產黨執政的越南在各大國之間維持微妙平衡，並已成為美國與中國技術競爭的關鍵場域。華府以可能影響投資的安全疑慮為由，敦促河內在海底電纜、電信和 AI 技術方面避開中國供應商。Communist-run Vietnam maintains a delicate balance between major powers and has emerged as a key arena in the competition between US and Chinese technologies, with Washington pressing Hanoi to avoid Chinese vendors in submarine cables, telecoms and AI technology due to concerns about security that could impact investments.

不過，越南去年將部分 5G 建設合約授予中國電信企業華為和中興通訊，這是一項重大轉變，引發美國和歐洲官員憂慮。However, Vietnam last year awarded contracts to Chinese telecom firms Huawei and ZTE for parts of its 5G rollout, in a major shift which raised concerns among US and European officials.

MViSTA 獲得美國支持。普羅克特表示，與美國政府合作推動電纜基礎設施的顧問公司 APTelecom，促成了股東團體的成立，參與可行性研究，並協助為這條電纜和資料中心園區爭取客戶。MViSTA is backed by the US. APTelecom, a consultancy working with the US government on cable infrastructure, facilitated the formation of the group of shareholders, worked on the feasibility study and is helping secure customers for the cable and the data-centre campus, Procter said.

普羅克特表示，除 Stavian 外，該專案的股東還包括總部位於東京的投資公司 Midas Capital，以及馬來西亞 OMS Group 旗下子公司 LitUp Network；LitUp Network 將負責鋪設這條 2,500 公里（1,550 英里）長的電纜。Alongside Stavian, the project's shareholders include Tokyo-based investment firm Midas Capital and LitUp Network, a subsidiary of Malaysia's OMS Group, which will be responsible for laying the 2,500-km (1,550-mile) cable, Procter said.

超大規模資料中心園區HYPERSCALE CAMPUS

這條電纜的估計成本、供應商入圍名單及美國參與程度，均為本文首次報導。The cable's estimated cost, supplier shortlist and extent of US involvement are reported here for the first time.

同時也是為開發並營運這條電纜而設立的專案公司營運長的普羅克特表示，電纜供應招標正在進行，預定 10 月稍晚決定得標者。The tender for the supply of the cable is underway with a decision on the winner slated for later in October, said Procter, who is also the chief operating officer of the special purpose vehicle set up to develop and operate the cable.

ASN 表示，不評論正在進行的招標活動。NEC 未回應採訪請求。ASN said it does not comment on ongoing tendering activity. NEC did not respond to a request for comment.

普羅克特表示，美國電纜製造商 SubCom 也曾受邀投標，但因已有其他承諾而婉拒。US cable maker SubCom was also invited to bid but declined because of existing commitments, Procter said.

這項專案對越南具有重要意義。越南經常面臨電纜中斷，並計畫將連接該國的海底電纜數量，從目前的 6 條擴增至 2030 年前至少 15 條。普羅克特表示，政府已加快該專案的核准程序。The project is significant for Vietnam, which is prone to recurring cable outages and plans to expand the number of submarine cables connecting the country to at least 15 by 2030 from six now. Procter said the government sped up approval procedures for the project.

Stavian 計畫把 MViSTA 電纜連接到越南南部一座新園區。根據出資進行可行性研究的美國貿易暨發展署（USTDA）9 月聲明，該園區旨在容納「超大規模雲端和 AI 基礎設施營運商」的資料中心。Stavian plans to connect the MViSTA cable to a new campus in southern Vietnam. The campus is designed to host data centres for "hyperscale cloud and AI infrastructure operators", according to a September statement from the US Trade and Development Agency (USTDA), which is funding a feasibility study.

普羅克特表示，這項預定於 2027 年 3 月完成的研究，將評估可信賴技術的部署，並評估美國對先進半導體出口的限制是否可能影響規劃中的 1 吉瓦基礎設施。The study, due for completion in March 2027, will assess the deployment of trusted technology and evaluate whether US restrictions on exports of advanced semiconductors could affect the planned 1-gigawatt infrastructure, Procter said.

這座與電纜相連的園區，可能有助於解決過去阻礙美國大型科技公司在越南投資資料中心的基礎設施限制。不過，普羅克特表示，投資也將取決於越南的監管架構；產業團體經常將跨境資料流動限制列為一項主要障礙。The cable-linked campus could address infrastructure constraints that have prevented big US tech firms from investing in data centres in Vietnam. But investments will also depend on Vietnam's regulatory framework, Procter said, with restrictions on cross-border data flows often cited by industry bodies as a key barrier.

（弗朗切斯科・瓜拉西歐報導；林肯・費斯特和蘇珊・芬頓編輯）(Reporting by Francesco Guarascio; Editing by Lincoln Feast and Susan Fenton)