ibhena yetyala

Iindaba zeshishini: Iinkampani ezinkulu zesemiconductor zisingise eVietnam

Iindaba zeshishini: Iinkampani ezinkulu zesemiconductor zisingise eVietnam

Iinkampani ezinkulu zesemiconductor kunye ne-electronics zandisa imisebenzi yazo eVietnam, ziqinisa ngakumbi isidima selizwe njengendawo enomtsalane yotyalo-mali.

Ngokutsho kwedatha yeSebe lezeMithetho, kwisiqingatha sokuqala sikaDisemba, inkcitho yokungenisa iikhomputha, iimveliso ze-elektroniki, kunye namacandelo afikelela kwi-4.52 yeebhiliyoni zeedola, ezisa ixabiso lokungenisa ezi mpahla kwi-102.25 yeebhiliyoni zeedola ukuza kuthi ga ngoku kulo nyaka, i-21.4 Ukunyuka kwe-% xa kuthelekiswa no-2023. Okwangoku, iSebe Jikelele leSibonelelo lithe ngo-2024, ixabiso lokuthumela ngaphandle kweekhompyutha, iimveliso ze-elektroniki, Amacandelo, kunye nee-smartphones kulindeleke ukuba zifikelele kwi-120 yeebhiliyoni zeedola. Xa kuthelekiswa, ixabiso lokuthumela ngaphandle kulo nyaka uphelileyo laliphantse lifike kwi-110 yeebhiliyoni zeedola, kunye ne-57.3 yeebhiliyoni zeedola ezivela kwiikhompyuter, iimveliso zombane, kunye namalungu, kunye nentsalela evela kwii-smartphones.

2

I-Synopsy, i-Nvidia, kunye ne-Marvell

Inkampani ekhokelayo yoyilo lwe-elektroniki yaseMelika iSynopsys ivule iofisi yayo yesine eVietnam kwiveki ephelileyo eHanoi. Umenzi we-chip sele uneeofisi ezimbini kwiSixeko saseHo Chi Minh kunye nenye e-Da Nang kunxweme oluphakathi, kwaye ukwandisa ukubandakanyeka kwayo kwishishini le-semiconductor yaseVietnam.

Ngexesha lotyelelo lukaMongameli wase-US uJoe Biden eHanoi nge-10-11 kaSeptemba 2023, ubudlelwane phakathi kwala mazwe mabini buphakanyiselwe kweyona ndawo iphakamileyo yozakuzo. Kwiveki kamva, i-Synopsys yaqala ukusebenzisana neSebe lezoLwazi kunye neTekhnoloji yoNxibelelwano phantsi koMphathiswa wezoLwazi kunye noNxibelelwano lwaseVietnam ukukhuthaza uphuhliso lweshishini le-semiconductor eVietnam.

I-Synopsys izibophelele ekuncedeni ishishini lelizwe le-semiconductor livelise italente yoyilo lwetshiphu kunye nokuphucula uphando kunye nobuchule bokwenza. Emva kokuvulwa kweofisi yayo yesine eVietnam, inkampani iqesha abasebenzi abatsha.

NgoDisemba 5, i-2024, uNvidia wasayina isivumelwano kunye norhulumente waseVietnam ukuba adibanise ngokubambisana i-AI yophando kunye neziko lophuhliso kunye neziko ledatha eVietnam, ekulindeleke ukuba ibeke ilizwe njenge-AI hub e-Asia exhaswa nguNvidia. I-CEO ye-Nvidia uJensen Huang uthe eli "lixesha elifanelekileyo" leVietnam yokwakha ikamva layo le-AI, ebhekisela kwisiganeko "njengosuku lokuzalwa lukaNvidia Vietnam."

U-Nvidia uphinde wabhengeza ukufumana i-VinBrain yokhathalelo lwempilo evela kwi-Vietnamese conglomerate Vingroup. Ixabiso lentengiselwano alikachazwa. I-VinBrain inikeze izisombululo kwizibhedlele ze-182 kumazwe aquka iVietnam, i-US, i-Indiya, kunye ne-Australia ukunyusa ukusebenza kakuhle kwabasebenzi bezonyango.

Ngo-Epreli ka-2024, inkampani yezobugcisa yaseVietnam i-FPT yabhengeza izicwangciso zokwakha umzi-mveliso we-AI weedola ezingama-200 ezigidi kusetyenziswa iitshiphusi zegraphics zikaNvidia kunye nesoftware. Ngokwememorandam yokuqonda esayinwe ziinkampani ezimbini, i-factory iya kuxhotyiswa ngee-supercomputers ezisekelwe kwi-teknoloji yamva nje ye-Nvidia, njenge-H100 Tensor Core GPUs, kwaye iya kubonelela nge-computing yefu kuphando lwe-AI kunye nophuhliso.

Enye inkampani yase-US, iMarvell Technology, iceba ukuvula iziko elitsha loyilo eHo Chi Minh City ngo-2025, emva kokusekwa kwendawo efanayo eDa Nang, emiselwe ukuqala ukusebenza kwikota yesibini ye-2024.

NgoMeyi ka-2024, uMarvell wathi, "Ukukhula kwinqanaba leshishini kubonisa ukuzibophelela kwenkampani ekwakheni iziko loyilo lwe-semiconductor elikumgangatho wehlabathi kweli lizwe." Ikwabhengeze ukuba abasebenzi bayo eVietnam banyuke ngaphezulu kwe-30% kwiinyanga nje ezisibhozo, ukusuka ngoSeptemba ka-2023 ukuya ku-Epreli ka-2024.

KwiNgqungquthela yoTyalo-mali yase-US-Vietnam eyayibanjwe ngoSeptemba ka-2023, uSihlalo we-Marvell kunye ne-CEO uMat Murphy baye kwisamithi, apho ingcali yoyilo lwetshiphu yazibophelela ekwandiseni abasebenzi bayo eVietnam ngama-50% kwisithuba seminyaka emithathu.

U-Loi Nguyen, indawo yaseHo Chi Minh City kwaye okwangoku iSekela likaMongameli we-Cloud Optical e-Marvell, uchaze ukubuyela kwakhe kwiSixeko saseHo Chi Minh ngokuthi "ukuza ekhaya."

Goertek kunye Foxconn

Ngenkxaso ye-International Finance Corporation (IFC), ingalo yotyalo-mali yeBhanki yeHlabathi yabucala, umenzi we-elektroniki waseTshayina uGoertek uceba ukuphinda kabini imveliso yayo yedrone (UAV) eVietnam ukuya kwiiyunithi ezingama-60,000 ngonyaka.

I-subsidiary yayo, i-Goertek Technology Vina, ifuna imvume yamagosa aseVietnam ukuba andise kwiPhondo le-Bac Ninh, elisemngceleni we-Hanoi, njengenxalenye yokuzibophezela kwayo ukutyala i-$ 565.7 yezigidi kwiphondo, ikhaya kwizixhobo zokuvelisa i-Samsung Electronics.

Ukusukela ngoJuni ka-2023, umzi-mveliso okwi-Que Vo Industrial Park uvelisa iidrone ezingama-30,000 ngonyaka ngemigca emine yemveliso. Umzi-mveliso wenzelwe umthamo wonyaka we-110 yezigidi zeeyunithi, ukuvelisa kungekuphela nje iidrones kodwa kunye nee-headphones, ii-headsets zokwenyani, izixhobo zokwenyani ezongeziweyo, izithethi, iikhamera, iikhamera ezibhabhayo, iibhodi zesekethe eziprintiweyo, iitshaja, izitshixo ezihlakaniphile, kunye nezixhobo ze-console yokudlala.

Ngokwesicwangciso sikaGoertek, umzi-mveliso uza kwanda ukuya kutsho kwiindlela ezisibhozo zemveliso, uvelisa iidrones ezingama-60,000 ngonyaka. Iza kuvelisa i-31,000 yezixhobo zedrone ngonyaka ngamnye, kubandakanya iitshaja, izilawuli, izifundi zemephu, kunye nezinzisi, ezingaveliswanga kumzi-mveliso okwangoku.

Ingxilimbela yaseTaiwan iFoxconn iza kuphinda ityale i-16 yezigidi zeerandi kwi-subsidiary yayo, iCompal Technology (Vietnam) Co., ekwiPhondo laseQuang Ninh kufutshane nomda waseTshayina.

IThekhnoloji yeCompal ifumene isatifikethi sayo sobhaliso lotyalo-mali ngoNovemba ka-2024, inyusa utyalo-mali lwayo lulonke ukusuka kwi-137 yezigidi zeedola ngo-2019 ukuya kwi-153 yezigidi zeedola. Ulwandiso lumiselwe ukuba luqalise ngokusesikweni ngo-Epreli wama-2025, lujolise ekwandiseni imveliso yamacandelo e-elektroniki kunye neefreyimu zeemveliso ze-elektroniki (iideskithophu, iilaptops, iitablet, kunye nezitishi zeeseva). I-subsidiary iceba ukwandisa abasebenzi bayo ukusuka kwi-1,060 ngoku ukuya ku-2,010 abasebenzi.

IFoxconn ngumboneleli omkhulu weApple kwaye ineziseko ezininzi zemveliso kumantla eVietnam. I-subsidiary yayo, i-Sunwoda Electronic (Bac Ninh) Co., iphinda ihlawule i-8 yezigidi zeedola kwindawo yayo yokuvelisa kwiPhondo laseBac Ninh, kufuphi neHanoi, ukuvelisa iisekethe ezidibeneyo.

Umzi-mveliso waseVietnam kulindeleke ukuba ufake izixhobo ngoMeyi ka-2026, kunye nemveliso yolingo eqala kwinyanga kamva kwaye ukusebenza ngokupheleleyo kuqale ngoDisemba ka-2026.

Emva kokwandiswa komzi-mveliso wayo eGwangju Industrial Park, inkampani iza kuvelisa iimoto ezizizigidi ezi-4.5 ngonyaka, zonke ziya kuthunyelwa e-US, eYurophu naseJapan.


Ixesha lokuposa: Dec-23-2024