Izinkampani ezinkulu ze-semiconductor kanye nezinkampani ze-elekthronikhi zikhulisa ukusebenza kwazo eVietnam, ziqinisa futhi idumela lezwe njengendawo yokutshala imali ekhangayo.
Ngokwemininingwane evela kuMnyango Wezamasiko Jikelele, engxenyeni yokuqala kaDisemba, izindleko zokungenisa zamakhompiyutha, imikhiqizo ye-elekthronikhi, ukuletha inani eliphelele lama-202 billion kulo nyaka, liveze inani eliphelele lamakhompyutha. Ama-Smartphones kulindeleke ukuthi afinyelele ama- $ 120 billion. Uma kuqhathaniswa, inani lokuthumela ngaphandle konyaka odlule lalicishe libe ngama- $ 110 billion, ngama- $ 57.3 billion aqhamuka kumakhompyutha, imikhiqizo ye-elekthronikhi, kanye nezinsalela ezivela kuma-Smartphones.
Ama-Synossys, Nvidia, kanye neMarvell
Ukuhola okuholela e-US electronic deccurment design syopsys avule ihhovisi layo lesine eVietnam ngeledlule eHanoi. Umkhiqizi we-chip usuvele enamahhovisi amabili e-Ho Chi Minh City futhi eyodwa e-DA Nang ogwini oluphakathi nendawo, futhi wandisa ukuzibandakanya kwayo eVietnam's semiconductor imboni.
Ngesikhathi sokuhambela kukaMengameli wase-US uJoe Biden eHanoi ngoSepthemba 10-11, 2023, ubudlelwano phakathi kwamazwe amabili buphakanyiswa esimweni esiphakeme kakhulu. Ngemuva kwesonto, ama-Synossys aqala ukusebenzisana nobuchwepheshe bolwazi kanye nezokuxhumana ngaphansi kwenkonzo kaVietnam yolwazi kanye nokuxhumana ukukhuthaza ukuthuthukiswa komkhakha we-semiconductor eVietnam.
Ama-Synopsolys azibophezele ekusizeni imboni ye-semiconductor yezwe yezwe alimaze ithalente lokuklama we-chip futhi athuthukise amakhono okucwaninga nokwakha. Ngemuva kokuvulwa kwehhovisi layo lesine eVietnam, inkampani iqasha abasebenzi abasha.
NgoDisemba 5, 2024, uNvidia wasayina isivumelwano nohulumeni waseVietnam ukuthi asungula ngokuhlanganyela i-AI Chevent Center kanye nesikhungo sedatha eVietnam, okulindeleke ukuthi abeke izwe njenge-ASIA. I-NVIDIA CEO Jensen Huang ithi lesi "isikhathi esifanele" seVietnam ukwakha ikusasa lakhe le-AI, libhekisela emcimbini "njengosuku lokuzalwa lukaNvidia Vietnam."
UNvidia ubuye wamemezela ukutholwa kokuqala kokunakekelwa kwempilo vinbrain kusuka kwiVietnam Conglomerale Vingroup. Inani lokuthenga alidalulwa. IVinBrain inikeze izixazululo ezibhedlela eziyi-182 emazweni kubandakanya iVietnam, i-US, India, kanye ne-Australia ukuthuthukisa ukusebenza kahle kochwepheshe bezokwelapha.
Ngo-Ephreli 2024, inkampani ye-Vietnamese Tech FPT imemezele amasu okwakha ama-AI angama-200 ezigidi efektri esebenzisa ama-Chips we-Nvidia's Graphics kanye nesoftware. Ngokwesikhumbuzo sokuqonda esisayinwe yilezi zinkampani zombili, ifektri izofakelwa ama-supercomputers ngokususelwa kubuchwepheshe bamuva be-NVIDIA, njenge-H100 Tensor Core GPUS, futhi izohlinzeka nge-computing yefu yocwaningo lwe-AI nentuthuko.
Enye inkampani yase-US, ubuchwepheshe beMarvell, amasu okuvula isikhungo esisha sokudizayina eHo Chi Minh City ngo-2025, kulandela ukusungulwa kwesikhungo esifanayo e-DA Nang, okusenzelwe ukuqala ukusebenza ngekota yesibili ka-2024.
NgoMeyi 2024, uMarvell wathi, "Ukukhula kwesikhundla sebhizinisi kukhombisa ukuzibophezela kwenkampani ukwakha isikhungo sokuklama se-semiconductor ezweni." Iphinde yamemezela ukuthi abasebenzi bayo eVietnam babekhuphuke ngaphezu kwama-30% ezinyangeni eziyisishiyagalombili nje, kusukela ngoSepthemba 2023 kuya ku-Ephreli 2024.
Engqungqutheleni yokwenziwa kwe-US-Vietnam kanye neNgqungquthela yokutshala imali eyenziwe ngoSepthemba 2023, usihlalo weMarvell kanye ne-CEO Matt Murphy ayekhona engqungqutheleni, lapho uchwepheshe wokuqamba weChip uzibophezele khona ukwandisa abasebenzi bawo eVietnam ngo-50% kungakapheli iminyaka emithathu.
ULoi Nguyen, owasendaweni osuka eHo Chi Minh City futhi njengamanje ububi obuphezulu kaMongameli weCloud Optical kuMarvell, uchaze ukubuyela kwakhe ku-Ho Chi Minh City njenge "ekhaya elizayo."
I-Goxtek ne-FoxConn
Ngokwesekwa kwe-International Finance Corporation (IFC), ingalo ye-World Bank Courmer Standar ingalo, umenzi we-elekthronikhi waseChinese iGoeltek ihlela ukuphinda kabili ukukhiqizwa kwe-drone (UAV) eVietnam kuya ku-60,000 amayunithi ngonyaka.
Ukuxhaswa kwayo, ubuchwepheshe be-Goertyk Technology, ufuna ukuvunywa yizikhulu zaseVietnam ukuze zikhule esifundazweni saseBac Ninh, njengengxenye yokuzibophezela kwayo ekutshaleni ama- $ 565.7 million esifundazweni.
Kusukela ngoJuni 2023, ifektri ekhuleni vo Indlwana Park ibilokhu ikhiqiza ama-30,000 Drones minyaka yonke ngemigqa yokukhiqiza ezine. Ifektri yenzelwe umthamo waminyaka yonke wamayunithi wezigidi eziyi-110, akhiqiza ama-drones kuphela kodwa namahedfoni angokoqobo, amadivaysi angokoqobo angokoqobo, izikhulumi, amakhamera, amakhamera e-augmented, amashaja, izikhiye ze-gaming console.
Ngokusho kohlelo lweGoertek, ifektri izokwanda emigqeni yokukhiqiza eziyisishiyagalombili, ikhiqiza ama-drones angama-60,000 minyaka yonke. Izophinde yenze futhi ama-31,000 drone nto nto unyaka ngamunye, kufaka phakathi amashaja, abalawuli, abafundi bemephu, kanye namathegi, njengamanje akhiqizwa efektri.
I-Taiwan Giant Foxconnn izophinda iphinde iphinde iphinde iphinde ibe yizigidi eziyizinkulungwane eziyishumi nambili, ubuchwepheshe bezobuchwepheshe (i-Vietnam) Co, etholakala esiFundazweni saseNew Ninh eduze komngcele waseChina.
Ubuchwepheshe beConta buthole isitifiketi sayo sokubhalisa sokutshala imali ngoNovemba 2024, sandisa ukutshala kwayo okuphelele kusuka ku- $ 137 million ngo-2019 kuya ku- $ 153 million. Ukwanda kusethelwa ukuzoqala ngokusemthethweni ngo-Ephreli 2025, okuhlose ukukhulisa ukukhiqizwa kwezingxenye ze-elekthronikhi kanye nozimele wemikhiqizo ye-elekthronikhi (ama-desktops, ama-laptops, amaphilisi kanye neziteshi zeseva). Amasu wokuxhasa ukwandisa abasebenzi bawo abasebenzi bamanje abangu-1,060 kuye kwangama-2,010.
I-FoxConn ingumphakeli omkhulu we-apula futhi inezisekelo eziningana zokukhiqiza enyakatho yeVietnam. Ukuxhaswa kwayo, i-Sunwoda electronic (Bac Ninh) Co, kuvuselela ama- $ 8 wezigidi endaweni yayo yokukhiqiza esifundazweni saseBac Ninh, eduze naseHanoi, ukukhiqiza amasekethe ahlanganisiwe.
Ifektri yaseVietnam kulindeleke ukuthi ifake imishini ngoMeyi 2026, ngokukhiqiza isivivinyo kuqala inyanga eyakha inyanga eyakha kamuva kanye nokusebenza okugcwele okuqala ngoDisemba 2026.
Ngemuva kokunwetshwa kwefektri yalo eGwangju Industrial Park, inkampani izokhiqiza izimoto eziyizigidi ezingama-4,5 minyaka yonke, konke okuzothunyelwa e-US, eYurophu naseJapan.
Isikhathi sePosi: Dece-23-2024