Izinkampani ezinkulu ze-semiconductor kanye ne-electronics zandisa ukusebenza kwazo e-Vietnam, ziqinisa futhi isithunzi sezwe njengendawo ekhangayo yokutshala izimali.
Ngokusho kwedatha evela kuMnyango Jikelele Wezentela, engxenyeni yokuqala kaDisemba, izindleko zokungenisa amakhompiyutha, imikhiqizo ye-elekthronikhi, kanye nezingxenye zafinyelela ku-$ 4.52 billion, okuletha inani eliphelele lokungenisa lezi zimpahla ku-$ 102.25 billion kuze kube manje kulo nyaka, i-21.4 % ukwenyuka uma kuqhathaniswa no-2023. Khonamanjalo, uMnyango Jikelele Wezentengiselwano uthe ngo-2024, inani lokuthekelisa lamakhompyutha, imikhiqizo kagesi, izingxenye, kanye nama-smartphones kulindeleke ukuthi afinyelele ku-$ 120 billion. Uma kuqhathaniswa, inani lokuthekelisa langonyaka odlule lalicishe libe ngama-dollar ayizigidi eziyizinkulungwane ezingama-110, kanti ama-dollar ayizigidi eziyizinkulungwane ezingama-57.3 aqhamuka kumakhompyutha, imikhiqizo kagesi, nezingxenye, kanti okusele kuma-smartphones.
I-Synopsy, i-Nvidia, ne-Marvell
Inkampani ehamba phambili ye-electronic design automation yase-US iSynopsys ivule ihhovisi layo lesine eVietnam ngesonto eledlule eHanoi. Umkhiqizi wama-chip usevele unamahhovisi amabili eDolobheni lase-Ho Chi Minh nelilodwa e-Da Nang ogwini olumaphakathi, futhi wandisa ukuzibandakanya kwawo embonini ye-semiconductor yaseVietnam.
Ngesikhathi sokuvakasha kukaMongameli wase-US uJoe Biden eHanoi ngoSepthemba 10-11, 2023, ubudlelwano phakathi kwala mazwe womabili bakhushulelwa esimeni esiphakeme kakhulu sobunxusa. Ngemva kwesonto, iSynopsys yaqala ukusebenzisana noMnyango Wezolwazi Nezokuxhumana ngaphansi koMnyango Wezolwazi Nezokuxhumana waseVietnam ukuze kuthuthukiswe imboni ye-semiconductor eVietnam.
I-Synopsys izibophezele ekusizeni imboni yezwe ye-semiconductor ukuthi ikhulise ithalente lokuklama ama-chip futhi ithuthukise amakhono okucwaninga nawokukhiqiza. Ngemva kokuvulwa kwehhovisi layo lesine eVietnam, inkampani iqasha abasebenzi abasha.
Ngomhla zi-5 kuZibandlela wezi-2024, uNvidia wasayina isivumelwano nohulumeni waseVietnam sokusungula ngokuhlanganyela isikhungo socwaningo nentuthuko ye-AI kanye nesikhungo sedatha eVietnam, okulindeleke ukuthi sibeke izwe njengesikhungo se-AI e-Asia esisekelwa uNvidia. Isikhulu se-Nvidia uJensen Huang uthe lesi "isikhathi esifanele" sokuthi iVietnam yakhe ikusasa layo le-AI, ebhekisela kulo mcimbi ngokuthi "usuku lokuzalwa lukaNvidia Vietnam."
U-Nvidia uphinde wamemezela ukutholwa kwesiqalo sokunakekelwa kwezempilo i-VinBrain evela kwi-Vietnamese conglomerate Vingroup. Inani lokwenziwe alidalulwanga. I-VinBrain inikeze izixazululo ezibhedlela ezingu-182 emazweni ahlanganisa iVietnam, i-US, i-India, ne-Australia ukuze kuthuthukiswe ukusebenza kahle kochwepheshe bezokwelapha.
Ngo-Ephreli 2024, inkampani yezobuchwepheshe yaseVietnam i-FPT yamemezela izinhlelo zokwakha imboni ye-AI eyizigidi ezingama- $ 200 isebenzisa ama-chips we-Nvidia wezithombe nesoftware. Ngokwememorandamu yokuqondana esayinwe yilezi zinkampani ezimbili, imboni izofakelwa ama-supercomputers asekelwe kubuchwepheshe bakamuva be-Nvidia, obufana ne-H100 Tensor Core GPUs, futhi izohlinzeka ngekhompyutha yamafu ocwaningweni nasekuthuthukisweni kwe-AI.
Enye inkampani yaseMelika, iMarvell Technology, ihlela ukuvula isikhungo esisha sokuklama eHo Chi Minh City ngo-2025, kulandela ukusungulwa kwesikhungo esifanayo eDa Nang, esizoqala ukusebenza ngekota yesibili ka-2024.
NgoMeyi 2024, uMarvell wathi, "Ukukhula kobubanzi bebhizinisi kukhombisa ukuzibophezela kwenkampani ekwakheni isikhungo sokuklama i-semiconductor esezingeni lomhlaba ezweni." Iphinde yamemezela ukuthi abasebenzi bayo eVietnam banyuke ngamaphesenti angaphezu kwama-30 ezinyangeni eziyisishiyagalombili nje, kusukela ngoSepthemba 2023 kuya ku-Ephreli 2024.
Engqungqutheleni ye-US-Vietnam Innovation and Investment Summit eyayingoSepthemba 2023, uSihlalo kanye ne-CEO ye-Marvell u-Matt Murphy bahambele le ngqungquthela, lapho uchwepheshe wokuklama ama-chip ezibophezele ekukhuliseni abasebenzi bakhe eVietnam ngo-50% phakathi neminyaka emithathu.
U-Loi Nguyen, ongowasendaweni ovela eHo Chi Minh City futhi njengamanje oyiPhini Likamongameli Omkhulu we-Cloud Optical eMarvell, uchaze ukubuyela kwakhe eHo Chi Minh City ngokuthi "ukuza ekhaya."
Goertek futhi Foxconn
Ngokusekelwa yi-International Finance Corporation (IFC), uphiko lokutshalwa kwezimali lomkhakha ozimele weBhange Lomhlaba, umkhiqizi wezinto zikagesi waseShayina u-Goertek uhlela ukuphinda kabili ukukhiqizwa kwayo kwe-drone (UAV) eVietnam kuya kumayunithi angama-60,000 ngonyaka.
Inkampani engaphansi kwayo, i-Goertek Technology Vina, ifuna imvume ezikhulwini zase-Vietnamese ukuthi yandise esifundazweni sase-Bac Ninh, esisemngceleni we-Hanoi, njengengxenye yokuzibophezela kwayo ukutshala imali eyizigidi ezingu-565.7 esifundazweni, okuyikhaya lezindawo zokukhiqiza ze-Samsung Electronics.
Kusukela ngoJuni 2023, ifektri eseQue Vo Industrial Park ibikhiqiza ama-drones angama-30,000 ngonyaka ngemigqa emine yokukhiqiza. Imboni yakhelwe umthamo waminyaka yonke wamayunithi ayizigidi eziyi-110, ingakhiqizi nje kuphela ama-drones kodwa nama-headphone, amahedisethi eqiniso angokoqobo, amadivaysi angokoqobo angathandwa, izipikha, amakhamera, amakhamera andizayo, amabhodi esekethe aphrintiwe, amashaja, izingidi ezihlakaniphile, nezingxenye zekhonsoli yokudlala.
Ngokohlelo lukaGoertek, imboni izokhula ibe yimigqa yokukhiqiza eyisishiyagalombili, ikhiqize ama-drones angu-60,000 ngonyaka. Izophinde ikhiqize izingxenye ze-drone ezingu-31,000 unyaka ngamunye, okuhlanganisa amashaja, izilawuli, izifundi zemephu, neziqinisi, ezingakhiqizwa embonini njengamanje.
Isikhondlakhondla saseTaiwan i-Foxconn sizophinda sitshale izigidi ezingu-16 zamarandi enkampanini yaso engaphansi, i-Compal Technology (Vietnam) Co., eseSifundazweni sase-Quang Ninh eduze nomngcele wase-China.
I-Compal Technology ithole isitifiketi sayo sokubhalisa ukutshalwa kwezimali ngoNovemba 2024, inyusa isamba sokutshalwa kwayo sisuka ku-$137 million ngo-2019 saya ku-$153 million. Ukwandiswa kuhlelwe ukuthi kuqale ngokusemthethweni ngo-Ephreli 2025, okuhloswe ngakho ukukhulisa ukukhiqizwa kwezingxenye ze-elekthronikhi namafreyimu emikhiqizo kagesi (amadeskithophu, amakhompyutha aphathekayo, amaphilisi, neziteshi zamaseva). Uphiko olusizayo luhlela ukwandisa abasebenzi balo besuka kubasebenzi abayi-1,060 bamanje baye kwezi-2,010.
I-Foxconn ingumphakeli omkhulu we-Apple futhi inezisekelo eziningana zokukhiqiza enyakatho yeVietnam. Inkampani engaphansi kwayo, i-Sunwoda Electronic (Bac Ninh) Co., iphinda itshale izigidi ezingu-8 zamarandi endaweni yayo yokukhiqiza eSifundazweni sase-Bac Ninh, eduze kwase-Hanoi, ukuze kukhiqizwe amasekhethi ahlanganisiwe.
Imboni yaseVietnam kulindeleke ukuthi ifake imishini ngoMeyi 2026, kanti ukukhiqizwa kwesivivinyo kuzoqala ngemuva kwenyanga futhi ukusebenza okugcwele kuqale ngoDisemba 2026.
Ngemva kokunwetshwa kwemboni yayo eGwangju Industrial Park, le nkampani izokhiqiza izimoto eziyizigidi ezingu-4.5 ngonyaka, zonke zizothunyelwa e-US, Europe naseJapane.
Isikhathi sokuthumela: Dec-23-2024