Iinkampani ezinkulu ze-semiconductor kunye ne-elektroniki ziyandisa imisebenzi yazo eVietnam, nto leyo eqinisa udumo lwelizwe njengendawo enomtsalane yotyalo-mali.
Ngokwedatha evela kwiSebe leMithetho Jikelele, kwisiqingatha sokuqala sikaDisemba, inkcitho yokungenisa iikhompyutha, iimveliso ze-elektroniki, kunye neenxalenye zayo ifikelele kwi-$4.52 yeebhiliyoni, nto leyo eyenze ixabiso lilonke lezi mpahla zangaphandle lafikelela kwi-$102.25 yeebhiliyoni ukuza kuthi ga ngoku kulo nyaka, ukunyuka kwe-21.4% xa kuthelekiswa nowama-2023. Okwangoku, iSebe leMithetho Jikelele lithe ngo-2024, ixabiso lokuthumela ngaphandle iikhompyutha, iimveliso ze-elektroniki, iinxalenye zayo, kunye neefowuni eziphathwayo kulindeleke ukuba lifikelele kwi-$120 yeebhiliyoni. Xa kuthelekiswa, ixabiso lokuthumela ngaphandle kunyaka ophelileyo laliphantse libe yi-$110 yeebhiliyoni, kunye ne-$57.3 yeebhiliyoni evela kwiikhompyutha, iimveliso ze-elektroniki, kunye neenxalenye zayo, kunye nentsalela evela kwiifowuni eziphathwayo.
IiSynopsys, iNvidia, kunye neMarvell
Inkampani ephambili yaseMelika yoyilo lwe-elektroniki iSynopsys ivule iofisi yayo yesine eVietnam kwiveki ephelileyo eHanoi. Umenzi weetships sele eneofisi ezimbini kwiSixeko saseHo Chi Minh kunye nenye eDa Nang kunxweme oluphakathi, kwaye uyandisa ukubandakanyeka kwakhe kwishishini le-semiconductor laseVietnam.
Ngexesha lotyelelo lukaMongameli waseMelika uJoe Biden eHanoi nge-10-11 kaSeptemba 2023, ubudlelwane phakathi kwala mazwe mabini baphakanyiselwa kwinqanaba eliphezulu lezopolitiko. Emva kweveki, iSynopsys yaqala ukusebenzisana neSebe leTekhnoloji yoLwazi noNxibelelwano phantsi koMphathiswa woLwazi noNxibelelwano waseVietnam ukukhuthaza uphuhliso lweshishini le-semiconductor eVietnam.
I-Synopsys izibophelele ekuncedeni imboni ye-semiconductor yeli lizwe ukuba ikhulise italente yoyilo lweetships kwaye iphucule ubuchule bophando kunye nokuvelisa. Emva kokuvulwa kweofisi yayo yesine eVietnam, le nkampani iqesha abasebenzi abatsha.
Ngomhla wesi-5 kweyoMnga ngo-2024, iNvidia yasayina isivumelwano norhulumente waseVietnam sokuseka ngokudibeneyo iziko lophando nophuhliso lwe-AI kunye neziko ledatha eVietnam, ekulindeleke ukuba libeke ilizwe njengendawo ye-AI eAsia exhaswa yiNvidia. I-CEO yeNvidia uJensen Huang uthe eli "lixesha elifanelekileyo" lokuba iVietnam yakhe ikamva layo le-AI, ebhekisa kwesi siganeko "njengosuku lokuzalwa lukaNvidia Vietnam."
INvidia ikwabhengeze ukuthengwa kwenkampani entsha yezempilo iVinBrain evela kwinkampani enkulu yaseVietnam iVingroup. Ixabiso lentengiselwano alikachazwa. IVinBrain ibonelele ngezisombululo kwizibhedlele ezili-182 kumazwe aquka iVietnam, i-US, i-India, kunye ne-Australia ukuphucula ukusebenza kakuhle kweengcali zonyango.
Ngo-Epreli 2024, inkampani yetekhnoloji yaseVietnam iFPT yabhengeza izicwangciso zokwakha umzi-mveliso we-AI oxabisa i-$200 yezigidi usebenzisa iitships zemizobo kunye nesoftware yeNvidia. Ngokwesivumelwano sokuqonda esisayinwe ziinkampani ezimbini, umzi-mveliso uza kuxhotyiswa ngee-supercomputers ezisekelwe kubuchwepheshe bamva nje beNvidia, njengee-H100 Tensor Core GPUs, kwaye uza kubonelela nge-cloud computing yophando kunye nophuhliso lwe-AI.
Enye inkampani yaseMelika, iMarvell Technology, iceba ukuvula iziko elitsha loyilo kwisixeko saseHo Chi Minh ngo-2025, emva kokumiselwa kwesakhiwo esifanayo eDa Nang, esiza kuqala ukusebenza kwikota yesibini ka-2024.
NgoMeyi 2024, uMarvell wathi, "Ukukhula kobubanzi beshishini kubonisa ukuzinikela kwenkampani ekwakheni iziko loyilo lwe-semiconductor elikumgangatho wehlabathi kweli lizwe." Ikwabhengeze ukuba abasebenzi bayo eVietnam banyuke ngaphezulu kwama-30% kwiinyanga ezisibhozo kuphela, ukususela ngoSeptemba 2023 ukuya ku-Epreli 2024.
KwiNgqungquthela ye-US-Vietnam Innovation and Investment eyayibanjwe ngoSeptemba 2023, uSihlalo kunye ne-CEO yeMarvell uMatt Murphy wayekho kule ngqungquthela, apho ingcali yoyilo lweetships yazibophelela ekwandiseni abasebenzi bayo eVietnam ngama-50% kwiminyaka emithathu.
ULoi Nguyen, ohlala eHo Chi Minh City kwaye okwangoku unguSekela Mongameli oLawulayo weCloud Optical eMarvell, uchaze ukubuyela kwakhe eHo Chi Minh City njengoku "buyela ekhaya."
UGoertek kunye noFoxconn
Ngenkxaso ye-International Finance Corporation (IFC), isebe lotyalo-mali leBhanki yeHlabathi, umenzi wezixhobo ze-elektroniki waseTshayina uGoertek uceba ukuphinda kabini imveliso yakhe yeedrone (UAV) eVietnam ukuya kwiiyunithi ezingama-60,000 ngonyaka.
Isebe layo eliphantsi, iGoertek Technology Vina, lifuna imvume evela kumagosa aseVietnam yokwandisa kwiPhondo laseBac Ninh, elikumda weHanoi, njengenxalenye yokuzibophelela kwayo ukutyala imali eyi-$565.7 yezigidi kweli phondo, elilikhaya lezixhobo zemveliso zeSamsung Electronics.
Ukususela ngoJuni ka-2023, umzi-mveliso kwiQue Vo Industrial Park ubuvelisa iidrone ezingama-30,000 ngonyaka ngemigca emine yemveliso. Lo mzi-mveliso wenzelwe umthamo wonyaka weeyunithi ezili-110 lezigidi, uvelisa kungekuphela nje iidrone kodwa nee-headphones, ii-headsets ze-virtual reality, izixhobo ze-augmented reality, izithethi, iikhamera, iikhamera ezibhabhayo, iibhodi zesekethe eziprintiweyo, iitshaja, ii-smart locks, kunye nezixhobo ze-gaming console.
Ngokwesicwangciso sikaGoertek, umzi-mveliso uza kwanda uye kwimigca yemveliso esibhozo, uvelise iidrone ezingama-60,000 ngonyaka. Uza kuvelisa nezinto ezingama-31,000 zeedrone minyaka le, kuquka iitshaja, abalawuli, abafundi beemephu, kunye neziqinisi, ezingenziwanga ngoku kumzi-mveliso.
Isikhulu saseTaiwan iFoxconn siza kuphinda sityale imali eyi-16 yezigidi zeerandi kwinkampani yaso engaphantsi, iCompal Technology (Vietnam) Co., ekwiPhondo laseQuang Ninh kufutshane nomda waseTshayina.
I-Compal Technology ifumene isatifikethi sayo sokubhalisa utyalo-mali ngoNovemba ka-2024, inyusa utyalo-mali lwayo luphela ukusuka kwi-$137 yezigidi ngo-2019 ukuya kwi-$153 yezigidi. Ulwandiso lumiselwe ukuqala ngokusesikweni ngo-Epreli ka-2025, lujolise ekwandiseni imveliso yezinto ze-elektroniki kunye neefreyimu zeemveliso ze-elektroniki (iidesktops, iilaptops, iitablets, kunye nezitishi zeseva). Le nkampani iceba ukwandisa abasebenzi bayo ukusuka kwi-1,060 ukuya kwi-2,010 yabasebenzi bangoku.
IFoxconn ngumthengisi omkhulu weApple kwaye ineziseko ezininzi zemveliso kumantla eVietnam. Inkampani engaphantsi kwayo, iSunwoda Electronic (Bac Ninh) Co., ityale imali kwakhona kwi-$8 yezigidi kwiziko layo lemveliso kwiPhondo laseBac Ninh, kufutshane neHanoi, ukuvelisa iisekethe ezidibeneyo.
Umzi-mveliso waseVietnam kulindeleke ukuba ufake izixhobo ngoMeyi 2026, kwaye imveliso yovavanyo iqala emva kwenyanga kwaye imisebenzi epheleleyo iqale ngoDisemba 2026.
Emva kokwandiswa komzi-mveliso wayo kwiGwangju Industrial Park, le nkampani iza kuvelisa iimoto ezizizigidi ezi-4.5 ngonyaka, zonke eziza kuthunyelwa eMelika, eYurophu naseJapan.
Ixesha leposi: Disemba-23-2024