Izinkampani ezinkulu ze-semiconductor kanye ne-electronics zandisa imisebenzi yazo eVietnam, okuqinisa idumela lezwe njengendawo yokutshala imali ekhangayo.
Ngokusho kwedatha evela kuMnyango Wezamasiko Jikelele, engxenyeni yokuqala kaDisemba, izindleko zokungenisa amakhompyutha, imikhiqizo kagesi, kanye nezingxenye zifinyelele ku-$4.52 billion, okwenza inani eliphelele lokungenisa lalezi zimpahla libe ngu-$102.25 billion kuze kube manje kulo nyaka, okuwukwenyuka okungu-21.4% uma kuqhathaniswa no-2023. Okwamanje, uMnyango Wezamasiko Jikelele uthe ngo-2024, inani lokuthumela kwamanye amazwe amakhompyutha, imikhiqizo kagesi, izingxenye, kanye nama-smartphone kulindeleke ukuthi lifinyelele ku-$120 billion. Uma kuqhathaniswa, inani lokuthumela kwamanye amazwe ngonyaka odlule lalicishe libe ngu-$110 billion, kanti imali engu-$57.3 billion ivela kumakhompyutha, imikhiqizo kagesi, kanye nezingxenye, kanye nemali esele evela kuma-smartphone.
Ama-Synopsy, i-Nvidia, ne-Marvell
Inkampani ehamba phambili yase-US yokuklama ngogesi i-Synopsys ivule ihhovisi layo lesine eVietnam ngesonto eledlule eHanoi. Umkhiqizi wama-chip usevele unamahhovisi amabili eHo Chi Minh City kanye nelilodwa eDa Nang ogwini oluphakathi, futhi wandisa ukubandakanyeka kwakhe embonini ye-semiconductor yaseVietnam.
Ngesikhathi uMengameli wase-US uJoe Biden evakashele eHanoi ngoSepthemba 10-11, 2023, ubudlelwano phakathi kwala mazwe amabili baphakanyiselwa esimweni sezombusazwe esiphezulu. Ngemva kwesonto, i-Synopsys yaqala ukusebenzisana noMnyango Wezobuchwepheshe Bolwazi Nokuxhumana ngaphansi koMnyango Wezolwazi Nokuxhumana waseVietnam ukukhuthaza intuthuko yemboni ye-semiconductor eVietnam.
I-Synopsys izibophezele ekusizeni imboni ye-semiconductor yezwe ukuthi ihlakulele ithalente lokuklama ama-chip futhi ithuthukise amakhono ocwaningo nokukhiqiza. Ngemva kokuvulwa kwehhovisi layo lesine eVietnam, inkampani iqasha abasebenzi abasha.
Ngomhlaka-5 Disemba 2024, iNvidia yasayina isivumelwano nohulumeni waseVietnam sokusungula ngokubambisana isikhungo sokucwaninga nokuthuthukiswa kwe-AI kanye nesikhungo sedatha eVietnam, okulindeleke ukuthi sibeke izwe njengesikhungo se-AI e-Asia esisekelwa yiNvidia. Isikhulu esiphezulu seNvidia uJensen Huang uthe lesi "yisikhathi esifanele" sokuba iVietnam yakhe ikusasa layo le-AI, ebhekisela kulo mcimbi ngokuthi "usuku lokuzalwa lweNvidia Vietnam."
I-Nvidia iphinde yamemezela ukuthengwa kwenkampani entsha yezempilo i-VinBrain evela enkampanini enkulu yaseVietnam i-Vingroup. Inani lokuthengiselana alikadalulwa. I-VinBrain inikeze izixazululo ezibhedlela ezingu-182 emazweni ahlanganisa i-Vietnam, i-US, i-India, ne-Australia ukuze kuthuthukiswe ukusebenza kahle kochwepheshe bezokwelapha.
Ngo-Ephreli 2024, inkampani yezobuchwepheshe yaseVietnam i-FPT yamemezela izinhlelo zokwakha ifektri ye-AI ebiza amaRandi ayizigidi ezingama-200 isebenzisa ama-graphics chips kanye nesofthiwe ye-Nvidia. Ngokwesivumelwano sokusebenzisana esisayinwe yizinkampani ezimbili, ifektri izoba nama-supercomputer asekelwe kubuchwepheshe bamuva be-Nvidia, njenge-H100 Tensor Core GPUs, futhi izohlinzeka nge-cloud computing yocwaningo kanye nentuthuko ye-AI.
Enye inkampani yase-US, iMarvell Technology, ihlela ukuvula isikhungo esisha sokuklama eHo Chi Minh City ngo-2025, kulandela ukusungulwa kwesikhungo esifanayo eDa Nang, esizoqala ukusebenza kwikota yesibili ka-2024.
NgoMeyi 2024, uMarvell wathi, "Ukukhula kobubanzi bebhizinisi kubonisa ukuzibophezela kwenkampani ekwakheni isikhungo sokuklama semiconductor esisezingeni lomhlaba ezweni." Yamemezela nokuthi abasebenzi bayo eVietnam bakhuphuke ngamaphesenti angaphezu kuka-30 ezinyangeni eziyisishiyagalombili kuphela, kusukela ngoSepthemba 2023 kuya ku-Ephreli 2024.
Engqungqutheleni ye-US-Vietnam Innovation and Investment eyabanjwa ngoSepthemba 2023, uSihlalo kanye ne-CEO yeMarvell uMatt Murphy babe khona engqungqutheleni, lapho uchwepheshe wokuklama ama-chip azibophezele khona ekwandiseni abasebenzi bayo eVietnam ngo-50% zingakapheli iminyaka emithathu.
ULoi Nguyen, ohlala eHo Chi Minh City futhi njengamanje oyiPhini likaMongameli oPhethe weCloud Optical eMarvell, uchaze ukubuyela kwakhe eHo Chi Minh City ngokuthi "ukubuyela ekhaya."
UGoertek noFoxconn
Ngokusekelwa yi-International Finance Corporation (IFC), inhlangano yokutshalwa kwezimali ezizimele yeBhange Lomhlaba, umenzi wezinto zikagesi waseShayina uGoertek uhlela ukuphinda kabili ukukhiqizwa kwayo kwama-drone (UAV) eVietnam kube amayunithi angu-60,000 ngonyaka.
Inkampani engaphansi kwayo, iGoertek Technology Vina, ifuna imvume evela ezikhulwini zaseVietnam yokwandisa eSifundazweni saseBac Ninh, esisemngceleni weHanoi, njengengxenye yokuzibophezela kwayo ukutshala imali eyizigidi ezingama-$565.7 esifundazweni, okuyikhaya lezindawo zokukhiqiza zeSamsung Electronics.
Kusukela ngoJuni 2023, ifektri eseQue Vo Industrial Park ibilokhu ikhiqiza ama-drone angu-30,000 minyaka yonke ngemigqa emine yokukhiqiza. Ifektri yakhelwe umthamo waminyaka yonke wamayunithi ayizigidi ezingu-110, ikhiqiza hhayi ama-drone kuphela kodwa nama-headphone, ama-headset e-virtual reality, amadivayisi e-augmented reality, izipikha, amakhamera, amakhamera andizayo, amabhodi wesekethe aphrintiwe, amashaja, izingidi ezihlakaniphile, kanye nezingxenye zekhonsoli yokudlala.
Ngokusho kohlelo lukaGoertek, ifektri izokhula ibe yimigqa yokukhiqiza eyisishiyagalombili, ikhiqize ama-drone angu-60,000 ngonyaka. Izophinde ikhiqize izingxenye zama-drone ezingu-31,000 minyaka yonke, okuhlanganisa amashaja, abalawuli, abafundi bemephu, kanye neziqinisi, ezingakhiqizwa embonini njengamanje.
I-Foxconn, inkampani enkulu yaseTaiwan, izophinde itshale imali engu-$16 million enkampanini yayo engaphansi, iCompal Technology (Vietnam) Co., eseSifundazweni saseQuang Ninh eduze komngcele waseShayina.
I-Compal Technology ithole isitifiketi sayo sokubhalisa utshalomali ngoNovemba 2024, yandisa utshalomali lwayo oluphelele kusuka ku-$137 million ngo-2019 kuya ku-$153 million. Ukwandiswa kulindeleke ukuthi kuqale ngokusemthethweni ngo-Ephreli 2025, kuhloswe ukwandisa ukukhiqizwa kwezingxenye ze-elekthronikhi kanye namafreyimu emikhiqizo ye-elekthronikhi (ama-desktop, ama-laptop, amathebhulethi, kanye neziteshi zeseva). Le nkampani engaphansi ihlela ukwandisa abasebenzi bayo kusukela kubasebenzi abangu-1,060 kuya ku-2,010 abakhona njengamanje.
I-Foxconn ingumhlinzeki omkhulu we-Apple futhi inezisekelo eziningana zokukhiqiza enyakatho yeVietnam. Inkampani yayo engaphansi, i-Sunwoda Electronic (Bac Ninh) Co., iphinda itshale imali eyizigidi ezingu-8 zamaRandi esikhungweni sayo sokukhiqiza eSifundazweni saseBac Ninh, eduze kwaseHanoi, ukuze ikhiqize amasekethe ahlanganisiwe.
Imboni yaseVietnam kulindeleke ukuthi ifake imishini ngoMeyi 2026, kanti ukukhiqizwa kwesilingo kuzoqala ngenyanga kamuva kanti ukusebenza okugcwele kuzoqala ngoDisemba 2026.
Ngemva kokwandiswa kwefektri yayo eGwangju Industrial Park, inkampani izokhiqiza izimoto eziyizigidi ezingu-4.5 minyaka yonke, zonke ezizothunyelwa e-US, eYurophu naseJapane.
Isikhathi sokuthunyelwe: Disemba 23-2024