Makampani akuluakulu opanga zinthu zamagetsi ndi zamagetsi akukulitsa ntchito zawo ku Vietnam, zomwe zikulimbitsa mbiri ya dzikolo ngati malo abwino ogulira ndalama.
Malinga ndi deta yochokera ku Dipatimenti Yoona za Katundu, mu theka loyamba la Disembala, ndalama zogulira makompyuta, zinthu zamagetsi, ndi zigawo zina zafika pa $4.52 biliyoni, zomwe zapangitsa kuti mtengo wonse wa katunduyu ufike pa $102.25 biliyoni chaka chino, kuwonjezeka kwa 21.4% poyerekeza ndi 2023. Pakadali pano, Dipatimenti Yoona za Katundu yanena kuti pofika chaka cha 2024, mtengo wa makompyuta, zinthu zamagetsi, zigawo, ndi mafoni a m'manja otumizidwa kunja ukuyembekezeka kufika pa $120 biliyoni. Poyerekeza, mtengo wa chaka chatha wotumizira kunja unali pafupifupi $110 biliyoni, ndipo $57.3 biliyoni imachokera ku makompyuta, zinthu zamagetsi, ndi zigawo zina, ndipo zotsalazo zimachokera ku mafoni a m'manja.
Zosintha, Nvidia, ndi Marvell
Kampani yotsogola kwambiri yopanga makina amagetsi ku US, Synopsys, idatsegula ofesi yake yachinayi ku Vietnam sabata yatha ku Hanoi. Kampani yopanga ma tchipisi ili kale ndi maofesi awiri ku Ho Chi Minh City ndi limodzi ku Da Nang m'mphepete mwa nyanja yapakati, ndipo ikukulitsa kutenga nawo mbali mumakampani opanga ma semiconductor ku Vietnam.
Paulendo wa Purezidenti wa US Joe Biden ku Hanoi pa Seputembala 10-11, 2023, ubale pakati pa mayiko awiriwa unakwezedwa kufika paudindo wapamwamba kwambiri waukazitape. Patatha sabata imodzi, Synopsys inayamba kugwira ntchito limodzi ndi Dipatimenti ya Ukadaulo wa Chidziwitso ndi Kulankhulana pansi pa Unduna wa Chidziwitso ndi Kulankhulana ku Vietnam kuti ilimbikitse chitukuko cha makampani opanga zinthu zamagetsi ku Vietnam.
Synopsys yadzipereka kuthandiza makampani opanga ma semiconductor mdziko muno kukulitsa luso lopanga ma chip ndikuwonjezera luso lofufuza ndi kupanga. Pambuyo potsegula ofesi yake yachinayi ku Vietnam, kampaniyo ikulemba antchito atsopano.
Pa Disembala 5, 2024, Nvidia idasaina mgwirizano ndi boma la Vietnam kuti akhazikitse limodzi malo ofufuzira ndi chitukuko cha AI ndi malo osungira deta ku Vietnam, omwe akuyembekezeka kuyika dzikolo ngati malo osungira AI ku Asia othandizidwa ndi Nvidia. CEO wa Nvidia Jensen Huang adati iyi ndi "nthawi yabwino" kuti Vietnam imange tsogolo lake la AI, ponena za chochitikachi ngati "tsiku lobadwa la Nvidia Vietnam."
Nvidia yalengezanso kugula kampani yatsopano ya VinBrain yochokera ku kampani ya Vingroup yaku Vietnam. Mtengo wa malonda sunatchulidwe. VinBrain yapereka mayankho ku zipatala 182 m'maiko kuphatikiza Vietnam, US, India, ndi Australia kuti iwonjezere magwiridwe antchito a akatswiri azachipatala.
Mu Epulo 2024, kampani yaukadaulo yaku Vietnam ya FPT idalengeza mapulani omanga fakitale ya AI yamtengo wa $200 miliyoni pogwiritsa ntchito ma chip ndi mapulogalamu a Nvidia. Malinga ndi chikalata chogwirizana chomwe chinasainidwa ndi makampani awiriwa, fakitaleyo idzakhala ndi makompyuta akuluakulu kutengera ukadaulo waposachedwa wa Nvidia, monga H100 Tensor Core GPUs, ndipo ipereka makompyuta a cloud computing kuti afufuze ndi kupanga AI.
Kampani ina yaku America, Marvell Technology, ikukonzekera kutsegula malo atsopano opangira mapulani ku Ho Chi Minh City mu 2025, pambuyo pokhazikitsa malo ofanana ku Da Nang, omwe akuyembekezeka kuyamba kugwira ntchito mu kotala lachiwiri la 2024.
Mu Meyi 2024, Marvell adati, "Kukula kwa bizinesi kukuwonetsa kudzipereka kwa kampaniyo kumanga malo opanga mapangidwe a semiconductor apamwamba kwambiri mdziko muno." Idalengezanso kuti antchito ake ku Vietnam awonjezeka ndi oposa 30% m'miyezi isanu ndi itatu yokha, kuyambira Seputembala 2023 mpaka Epulo 2024.
Pa Msonkhano wa US-Vietnam Innovation and Investment womwe unachitika mu Seputembala 2023, Wapampando komanso CEO wa Marvell, Matt Murphy, adapezeka pamsonkhanowo, pomwe katswiri wopanga ma chip adadzipereka kuwonjezera antchito ake ku Vietnam ndi 50% mkati mwa zaka zitatu.
Loi Nguyen, wochokera ku Ho Chi Minh City ndipo pakadali pano ndi Wachiwiri kwa Purezidenti wa Cloud Optical ku Marvell, adafotokoza kubwerera kwake ku Ho Chi Minh City ngati "kubwerera kunyumba."
Goertek ndi Foxconn
Mothandizidwa ndi International Finance Corporation (IFC), bungwe loyang'anira ndalama zachinsinsi la World Bank, kampani yopanga zamagetsi yaku China, Goertek, ikukonzekera kuwirikiza kawiri kupanga ma drone (UAV) ku Vietnam kufika pa mayunitsi 60,000 pachaka.
Kampani yake yocheperako, Goertek Technology Vina, ikupempha chilolezo kuchokera kwa akuluakulu aku Vietnam kuti awonjezere bizinesi yawo ku Bac Ninh Province, yomwe ili m'malire ndi Hanoi, monga gawo la kudzipereka kwawo kuti agulitse $565.7 miliyoni m'chigawochi, komwe kuli malo opangira zinthu a Samsung Electronics.
Kuyambira mu June 2023, fakitale yomwe ili ku Que Vo Industrial Park yakhala ikupanga ma drone 30,000 pachaka kudzera mu mizere inayi yopangira. Fakitaleyi idapangidwa kuti igwire mayunitsi 110 miliyoni pachaka, osati ma drone okha komanso mahedifoni, mahedifoni a virtual reality, zida zowonjezeredwa zenizeni, ma speaker, makamera, makamera owuluka, ma circuit board osindikizidwa, ma charger, ma smart locks, ndi zida zamasewera.
Malinga ndi dongosolo la Goertek, fakitaleyi idzakula kufika pa mizere isanu ndi itatu yopangira, ndikupanga ma drone 60,000 pachaka. Idzapanganso zida 31,000 za ma drone chaka chilichonse, kuphatikizapo ma charger, ma controller, ma map reader, ndi ma stabilizer, omwe pakadali pano sapangidwa ku fakitaleyi.
Kampani yayikulu yaku Taiwan ya Foxconn idzabwezeretsanso ndalama zokwana $16 miliyoni mu kampani yake yocheperako, Compal Technology (Vietnam) Co., yomwe ili ku Quang Ninh Province pafupi ndi malire a China.
Kampani ya Compal Technology idalandira satifiketi yake yolembetsa ndalama mu Novembala 2024, zomwe zidawonjezera ndalama zake zonse kuchokera pa $137 miliyoni mu 2019 kufika pa $153 miliyoni. Kukulaku kukuyembekezeka kuyamba mwalamulo mu Epulo 2025, cholinga chake ndi kuwonjezera kupanga zida zamagetsi ndi mafelemu azinthu zamagetsi (ma desktops, ma laputopu, mapiritsi, ndi malo osungira ma seva). Kampaniyo ikukonzekera kuwonjezera antchito ake kuchokera pa antchito 1,060 omwe alipo pano mpaka 2,010.
Foxconn ndi kampani yayikulu yogulitsa zinthu ku Apple ndipo ili ndi malo angapo opangira zinthu kumpoto kwa Vietnam. Kampani yake yocheperako, Sunwoda Electronic (Bac Ninh) Co., ikuyika ndalama zokwana $8 miliyoni ku fakitale yake yopanga zinthu ku Bac Ninh Province, pafupi ndi Hanoi, kuti ipange ma circuits ophatikizidwa.
Fakitale ya ku Vietnam ikuyembekezeka kukhazikitsa zida pofika mu Meyi 2026, ndipo kupanga koyesera kudzayamba mwezi umodzi pambuyo pake ndipo ntchito yonse idzayamba mu Disembala 2026.
Pambuyo pa kukulitsa fakitale yake ku Gwangju Industrial Park, kampaniyo ipanga magalimoto okwana 4.5 miliyoni pachaka, omwe onse adzatumizidwa ku US, Europe, ndi Japan.
Nthawi yotumizira: Disembala-23-2024